Score items in a portfolio plan

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Score your items using the Scoring framework attributes that generate a score, that helps in prioritizing and ranking the items in your portfolio plan.

    Before you begin

    Role required: sn_align_core.apw_user

    Procedure

    1. Navigate to All > Strategic Planning > Strategic Planning Workspace.
    2. Select to open the portfolio plan for which you want to start scoring.
      If you don’t have a scoring framework assigned to your portfolio plan:
      1. Select the more actions icon (More actions icon).
      2. Select Edit portfolio plan.
      3. Navigate to the Add Details step.
      4. Select a framework for your portfolio plan.
        Note:
        The scoring framework selection is available only for planning items.
    3. Select Scoring.
    4. Enter values for each of the scoring framework attributes.

      Adding scoring attributes for the RICE scoring framework.

      To learn about the scoring framework attributes and the scoring formula, select the information icon (Information icon.) for each of the fields.

    Result

    The score for each item is populated based on the scoring attribute values and calculation formula.

    Note:
    To generate a final score for a pre-defined scoring framework, all the attributes of a scoring framework need to have values.