Objective Evaluation Criteria MOD0099FA From DB 39.5.7

Description for versions < 39.5.7

Information

• In this module,
  • objective evaluation criteria are created, edited, structured, and weighted.
    • The objective 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.
    • You can group objective evaluation criteria within an area.
    • In this module, areas and groups are only selected in order to be used to outline objective evaluation criteria. The areas are created in the Portfolio Listbox Values module.
      • If objective evaluation criteria have already been created for a particular area, this area is no longer offered in the listbox when another area is selected.
  • objective contributions are reset and refreshed.

Details

Create and Weight Objective 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 objective evaluation criteria have already been created for a particular area, this area is no longer offered in the listbox when another area is selected.
    • New areas are created in the Portfolio Listbox Values module.
• 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.
• Insert evaluation criteria.
  • Insert a blank line by clicking on the Insert evaluation criterion button or by right-clicking on the area header and selecting the Insert Insert evaluation criterion 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 objective evaluation criteria are considered when the objective contribution is evaluated.

Attention

• Areas and groups are grouping objects. As long as no evaluation criterion is assigned to them, they will be removed from the display in the module.

Edit Objective Evaluation Criteria

Procedure

• You can edit the data of any criterion directly in the criterion record in the Objective Evaluation Criteria module or in the 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 Objective Evaluation Criteria

Information

• You can structure objective 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 Objective Evaluation Criteria

Procedure

Reset Objective Contributions

Procedure

• Click on the Reset objective contributions button.
• Confirm the Objective contributions of all projects are reset. Continue? dialog message with Yes.
• Confirm the Attention: Objective contributions are cleared. Continue? dialog message with Yes.
• The values of the Criterion contribution, Fixed objective contribution and Current objective contribution fields are reset to "" or 0 in all planning objects.
  • The criteria that have been created previously are assigned to the corresponding ideas, proposals, and projects and reset to "", or 0, as well.

Refresh Objective Contributions

Procedure

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