DT849 Evaluation Criteria

DI022291 Criterion

ID of the evaluation criterion. Upon creation, the request number is generated automatically.

DI022292 Created on

When you create a record, the creation date is automatically entered in this field.

DI022293 Modified on

When you modify a record, the modifying date is automatically entered in this field.

DI022295 Created by

When you create a record, the ID (code) of the logged-on user is automatically entered in this field.

The creating user is also the owner of a record.

DI022296 Modified by

When you modify a record, the ID (code) of the logged-on user is automatically entered in this field.

DI022302 Criterion name

Here, a name for the criterion is entered. For example strategic objectives, customer satisfaction.

DI022303 Criterion description

Here it is described, which factors the Criterion contribution depends on.

Modifiable

Example

• How big is the target market?
  • 0 % < 1mio
  • 25 % 1 - 2 mio
  • 50 % 2 - 5 mio
  • 75 % 5 - 10 mio
  • 100 % >10 mio

DI022291 Parent criterion

ID of the parent criterion

DI022363 Criterion name

Name of the criterion

Modifiable

DI022545 Parent criterion name

For child criteria, this field is automatically filled with the criterion name of the parent criterion.

DI022752 Weighting

In this field you can define the importance of the evaluation criteria

Modifiable

Details

• Values from 1- 10 can be input. Objectives with a higher weighting have a larger influcence on the objective contribution of the project.
• Weighting should only be carried out at the lowest level.

DI022982 Display portfolio analysis

Here you can define whether an evaluation criterion is considered in the evaluation of the objective contribution.

Modifiable

Values

• - Evaluation criterion is approved and is allowed for in the objective contribution evaluation
• - Evaluation criterion is not approved and not allowed for in the objective contribution evaluation

DI025938 Year main objective

DI034381 Group

ID of the Group parameter. For description, see Group name.

DI034382 Group name

DI041717 Document

In this field you can create a link to a file.

Insert linked file

• Right-click on the Linked file field and select the context menu command Insert.
• Click on the Search button in the Insert hyperlink window.
• Select the required file and click on the Open button.
• Confirm with OK.
• Save.

Details

• It is also possible to drag files from e.g. Window Explorer to the data field for documents using Drag & Drop.

DI041718 Area

ID of the Area parameter. For description, see Area name.

DI057614 Area name

Description of the Area parameter. For description, see Area name.

DI057615 Area name

Name (incarnation) field of the Area parameter of an objective evaluation criterion

Selectable

• Evaluation Criterion
• provided that the modifying user possesses the required rights

Details

• Areas are large grouping elements for Objective Evaluation Criteria in PLANTA portfolio. Areas can e.g. be Investments, Projects, Real estates, Products, Stock, etc.
• The areas are created as listbox values in the Portfolio Listbox Values module.

DI057616 Group name

Name (incarnation) field of the Group parameter of an objective evaluation criterion

Selectable

• Evaluation Criterion
• provided that the modifying user possesses the required rights

Details

• Groups are smaller grouping elements for Objective Evaluation Criteria in PLANTA portfolio. In turn, they (the groups) are summarized to larger units, so called Areas.
• The areas are created and edited as listbox values in the Portfolio Listbox Values module.