Evaluation Criteria MOD0099FA Up to DB 39.5.7

Description for versions 39.5.7

Access path

• Portfolio Management Portfolio Administration Portfolio Data Evaluation Criteria

Information

• In this module,
  • evaluation criteria are created, edited, structured, and weighted.
    • Evaluation criteria are created for each area.
    • When you select an area in the planning object, criteria from this area are offered for the evaluation of objective contributions.
    • Within an area, evaluation criteria can be grouped.
    • In this module, areas and groups are only selected and used to outline evaluation criteria. The areas are created in the Portfolio Listbox Values module.
      • If evaluation criteria have already been created for a particular area, this area is no longer offered in the listbox when selecting another area.
  • Objective contributions are reset and refreshed.

Details

• The evaluation criteria created here can be used to evaluate objective contributions of the required planning object.
  • For this purpose, the respective evaluation criteria area must be selected from the Area listbox under Evaluation criteria in the core data module (Project Core Data, Proposal Core Data, Idea Core Data) of the required planning object.

Create and Weight Evaluation Criteria

Procedure

• Select an area
  • Insert a blank line by clicking on the Insert area button or by right-clicking on the area header and selecting the Insert Area command.
  • Select the required area from the listbox in the Area field.
    • If evaluation criteria have already been created for a particular area, this area is no longer offered in the listbox when selecting another area.
  • Save.
• Select a group
  • Insert a blank line by clicking on the Insert group button or by right-clicking on the area header and selecting the Insert Group command.
  • Select the required group from the listbox in the Group field.
  • Save.
• Insert evaluation criteria.
  • Insert a blank line by clicking on the button or by right-clicking on the area header and selecting the Insert Insert evaluation criteria command.
  • Enter the criterion name.
  • Save.
    • The ID is generated automatically.
  • Weight the criterion in the Weighting field.
  • You can release the evaluation criterion by activating the checkbox in the Released field.
  • Only the released objectives are considered when the objective contribution is evaluated.

Edit Evaluation Criteria

Procedure

• You can edit data of each criterion directly in the criterion record in the Evaluation criteria module or in form of a data sheet in an extra module.
  • To do so, click on the ID of the criterion in order to switch to the Evaluation Criterion module.

Structure Evaluation Criteria

Information

• You can structure evaluation criteria within a group.
• Criteria on the highest level of the structure are main evaluation criteria.

Procedure

• Open the context menu on the required evaluation criterion and select Create subordinate evaluation criterion.
• Fill the parameters.
• Save.

Note

• Alternatively, you can structure the required criteria by pressing SHIFT + clicking and holding down the left mouse button.

Delete Evaluation Criteria

Procedure

• Open the context menu on the evaluation criterion you want to delete and select Delete evaluation criterion.
• Confirm the Do you really wish to delete this criterion (with subcriteria)? message with Yes.
  • The evaluation criterion is also deleted from all ideas, proposals, and projects to which it was assigned.

Refresh Objective Contributions

Procedure

• Click on the Refresh objective contributions button.
• Newly created evaluation criteria are inserted in all ideas, proposals and projects. Additionally, the Objective contribution and Current objective contribution values are recalculated in all ideas, proposals. and projects. This might be necessary, for example, after a weighting has been changed.