Project Ranking and Scoring

This article shows how to enter project scores using the Project Workspace Ranking page, based on scoring criteria set up in Administration. The scores can then be viewed in the Analysis (PMO) area.

Overview

Projects in ResourceFirst can be scored based on a selection of attributes (which are defined in Administration). For example, based on answers to question about strategic fit, ROI, risk, and whatever other scoring criteria is defined, the system will calculate a composite score, which can then be used to rank the projects in the portfolio.

To learn how to set up your scoring criteria (which is an Administrator function), see Setting up Scoring and Ranking Criteria.

To learn how to view project scores and rank the portfolio (which is a PMO or Portfolio Manager function), see Ranking and Scoring Analysis.

The remainder of this article details how to enter the scores using the Ranking page in the Project Workspace.

How-To

Entering Scoring Criteria

Step 1: Go to the project workspace of any individual project by clicking on a project hyperlink on the Projects > Data page.

Step 2: Click the Ranking tab on the Project Workspace.

Step 3: If no scoring criteria are listed, add the criteria relevant to your project by clicking the “+” icon in the upper left.

You will be presented with a dialog to select and add the criteria you wish (these criteria are defined in Administration). Selecting the top box next to “Rank Field” will select all criteria. Click the Add button to add the criteria.

Step 4: When the scoring criteria is added, click on the Value dropdown on any row to present the options for that scoring item (as configured in Administration).  Internally, the system will use the scoring points associated with each option during setup in Administration.

Step 5: Once you enter all your scores, be sure to click the Save icon in the upper right.
The scores can then be viewed on the Ranking page in the Analysis (PMO) area.