Add and Manage Evaluation Criteria Templates

Evaluation Criteria is used as a contribution to an Organization’s Project Intake Process. Evaluation Criteria can be applied and scored within an individual project and that resultant score can then be compared to the scores produced on other projects. This comparison of scores can be used as a means of determining which projects are accepted into an Organization’s Portfolio vs. those which may not be accepted. Project Evaluation Templates contain the Risk Categories, Evaluation Criteria and Prioritization Criteria that are used to score/evaluate individual projects.

To create a new evaluation criteria template

1. On the left icon bar, click the Administration icon .
   The Administration page is displayed.

2. At the lower left corner of the Administration page, under Templates, click Evaluation Criteria.
   The Evaluation Criteria Templates page is displayed.

3. At the upper right corner of the Evaluation Criteria Templates page, click New Template.
   The Evaluation Template Identification page is displayed.

4. In the Name field, type the name of the new criteria.
5. In the Description field, type the description of the criteria.

6. On the right, click Add Criteria.
   An Add criteria pop-up window is displayed.

7. Select the criteria required.
8. Click Ok.
   The criteria selected is displayed back on the Evaluation Template Identification page.

9. In the field below the Criteria, type the notes or description required.
10. In the fields below Low, Medium, High and Weight, click the up and down arrows to select the number required.

Note: The Criteria Type is displayed by default.

Note: Click the Delete icon next to the criteria if you need to remove it after it has been added.

11. Click Save.

 

To edit an evaluation criteria

1. On the left icon bar, click the Administration icon .
   The Administration page is displayed.

2. At the lower left corner of the Administration page, under Templates, click Evaluation Criteria.
   The Evaluation Criteria Templates page is displayed.

3. Click the arrow next to the required criteria.
   A drop-down menu is displayed.
4. Select Edit.
   The Evaluation Template Identification page of the selected criteria is displayed.

5. Edit the required fields and click Save.

 

To delete an evaluation criteria

1. On the left icon bar, click the Administration icon .
   The Administration page is displayed.

2. At the lower left corner of the Administration page, under Templates, click Evaluation Criteria.
   The Evaluation Criteria Templates page is displayed.

3. Click the arrow next to the required criteria.
   A drop-down menu is displayed.
4. Select Delete.

5. Click Yes to confirm deleting the evaluation criteria selected.