Evaluation tab

Evaluating a project is a crucial step in determining if the project is worthwhile. The project Home Page workspace, Evaluation tab gathers both the tools to enter comprehensive descriptions regarding the project and indicators that will eventually help assess and score the project.

Main toolbar

The main toolbar is located on the top of the view and aims at providing the most important project information and commands.

Note

The display of the main toolbar differs depending on the tab currently selected and whether the project is locked or unlocked.

Here is the list of the buttons users can encounter in the Project workspaces:

NewProject

New

Allows the user to create a new project.

Publish

Publish

Publishes any changes to the current project, but only if the current project is the active Working version.

EditColor

Edit

Opens the Project Administration dialog box.

Unlocked

Lock

Locks the project so that other users cannot modify it. Upon locking a project, the Undo and Redo commands become available.

Note

This command is only available if the project is not yet locked by any user.

Locked

Unlock

Unlocks a previously locked project.

Note

This command is only available if the project has been locked by the logged-in user.

Undo

Undo

Erases the previous change done, reverting the project to its previous state.

Note

This command is only available if the project has been locked by the logged-in user.

Redo

Redo

Reverses the action of the Undo command.

Note

This command is only available if the project has been locked by the logged-in user.

Snapshot

Manage Evaluation Snapshot

Opens the Evaluation Trend dialog box.

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Change Scoring Template

Allows the user to modify the Template that is used to score and describe the project.

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Update from Connected Idea

Allows the user to update the scoring and descriptions with the values of a connected Idea.

BaselineSave

Manage Baselines

Opens the Manage Baselines dialog box.

WorkflowAction

Workflow Actions

Allows the user to modify the Workflow State Vote associated with the project.

WorkflowHistory

Workflow

Displays the Workflow Information dialog box.

MoreHorizontal

More

Provides access to the following commands:

  • Save As – Allows a user to save a project in different versions, including Working, Objective, and Template.

  • Deactivate selected version – Sets the project's Status to "Inactive". Only "Inactive" projects can be purged from the database.

  • Deactivate all versions – Sets all project's version Status to "Inactive".

  • Activate – Reverts the Deactivate command.

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Review Assignments

Opens the Assignments Scheduling full screen view.

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Status Report History

Opens the Status Report History full screen view.

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Notes

Indicates whether or not there are new notes, and opens the Notes dialog box.

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Switch to Tracking Mode

Enables users to switch from Planning Mode to Tracking Mode.

Only available if the Schedule Method is Critical Chain.

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Switch to Planning mode

Enables users to switch from Tracking Mode to Planning Mode.

Only available if the Schedule Method is Critical Chain.

About Scoring Templates

The available Scoring Descriptions and Scoring Indicators are initialized through a Scoring Template. Scoring Templates are initialized by the Administrator in the System Data workspace, Ideas and Portfolio Folders tabs.

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

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

  • 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.

Note

When selecting a Portfolio Folder in the Administration workspace, Definition tab, a template could be inserted automatically if the Administrator as attached a scoring template to the portfolio folder (System Data workspace, Portfolio Folders tab).

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.

Note

Modifying the project’s scoring information will have no impact on the scoring of the source object. For more information regarding Connections, please refer to the Connections & Contracts article.

Users can change the Template by clicking the Change Scoring Template (importTemplate22_md.png) button, available in the main toolbar. In doing so, they will be prompted to choose a new template in the Global Scoring Template list. Modifying the template will delete the descriptions and reinitialize the scoring indicators.

Note

As the scores and descriptions can be changed as many times as the user wants, it is possible to track them (automatically or manually) using the Evaluation Trend dialog box, displayed upon clicking on the Evaluation Snapshot (Snapshot) button available in the main toolbar.

Description sub-tab

The Description sub-tab allows the user to describe very precisely the project with various rich text blocks.

The descriptions available come with the selected Scoring Template.

Settings

The Administrator can define the scoring descriptions in the System Data workspace, Evaluation tab, Scoring Descriptions sub-tab.

Scoring sub-tab

The Scoring sub-tab allows the user to enter values regarding various indicators. These values will then be computed in order to evaluate the project Score.

Settings

The Scoring indicators available come with the selected Scoring Template. The Administrator can define the scoring indicators in the System Data workspace, Evaluation tab, Scoring Indicators sub-tab.

Each section of the Scoring sub-tab provides a spreadsheet. For each displayed indicator, the user can indicate a value. The value is then computed into points, and those points are taken into account in the Score of the project.

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Note

Some indicators can already be filled in by default by the Administrator, depending on the Default Scoring Template. However, the user can still modify the values to adjust the score.

Some cells in the spreadsheet can have an additional display:

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Orange cell

Indicates that no value has been entered yet for the given Indicator.

Help

Question mark icon

The Administrator has left a comment or a description regarding this indicator. Upon clicking on the icon, a pop-up displays the corresponding information.

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Inactive Comment button

Indicates that no comment has been entered yet for the given indicator.

Upon clicking on it, the Comments popup is displayed.

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Active Comment button

Indicates that at least one comment has been entered for the given indicator.

Upon clicking on it, the Comments popup is displayed.

In the Comments popup, each comment displays the following information: Picture or Initials of the user who posted the comment, name of the creator, Date of the comment, and the comment itself.

In addition, the following tools are provided in the Comments popup:

NewProject

New

Opens the New Comment popup, which provides a Rich text field wherein the user is able to add a comment.

MoreVertical

More

Provides access to the Edit and Delete commands that allow the user to manage the corresponding comment.

Note

These commands are only available for Comments that have been created by the Logged-in User.

Idea Connections sub-tab

The Idea Connections sub-tab is only displayed if at least one Idea is connected to the project. It features a spreadsheet listing all the Ideas that have been connected to the currently selected Project.

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Each Idea connection is defined by the following attributes: Name, Sponsor, Originator, Created Date, Idea Folder, Score, and Workflow State Vote.

The following tools are provided:

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Notes

Indicates whether or not there are new notes, and opens the Notes dialog box.

DetailsReview

Details

Opens the corresponding Idea Details dialog box.

It is a read-only dialog box, unless the user has Write Permissions on the corresponding Idea.

LinkURL

Link

Switches the view to the corresponding Idea Center workspace.

Note

Ideas are connected to Projects by using the Idea Center workspace, Idea Details view, Connections sub-tab (or through the Idea workflow state vote modification).