How to attach a Scoring template to a Business Case

  1. Log in to the HTML5 client.

  2. Select the Home Page workspace, Evaluation tab.

  3. Select a project in the Project Data Selector.

  4. When no Scoring Template has been attached to the Project, an empty state is displayed with the following commands:

    1. Attach a Template – Gives the user the opportunity to select a template from the Global Scoring Template list defined by the Administrator.

    2. Insert from an Idea – Automatically fills the Evaluation with the selected Idea score and descriptions. This command is only available if at least one idea is connected to the Project.


    The Evaluation tab can already be fulfilled if the selected project has a connection with a Source object (either an Idea or a project whose Nature is Business Case). In that case, the descriptions and scoring information displayed from the project will be inherited from the information entered at the Source object level.