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Planview Customer Success Center

Card Scoring Panel Screen Basics

The Card Scoring panel consists of the following sections:

  • The Card Scoring toolbar, which is located below the AgilePlace toolbar.
  • The Scoring Chart, on which you can view and add card scores for a specific metric on a graph.
  • The Scoring Table, which shows each card's total score and score per metric. The table also includes an action menu (action menu) with options for each card.

           

Click to expand or shrink

Sections of the Card Scoring panel

           

           

Accessing the Card Scoring Panel

To open the Card Scoring panel:

  1. In the LeanKit toolbar, near the top left corner of the screen, click Card Scoring icon.png.

               

    Click to expand or shrink

    Example of the Card Scoring panel

               

The Card Scoring panel appears to the left of the AgilePlace board. To hide the panel and return to the board, click Card Scoring  (near the top left corner of the screen) again.

           

           

About the Card Scoring Toolbar

The following table describes the elements that appear in the Card Scoring toolbar, which is located below the AgilePlace toolbar when the Card Scoring panel is visible.

Element Description
View Evaluation Chart and Scoring Table

Shows both the Scoring Chart and the Scoring Table.

Card Scoring Shows only the Scoring Chart.
Card Scoring Shows only the Scoring Table.
Metric template list

A list of the system metric templates and any custom metric templates that are available to use for card scoring. This list is located next to Card Scoring, to select the metric template to use for card scoring. Click this list to select the template you want to use.

Apply

Saves all unapplied scores (indicated when orange triangle is in the Score column) to the cards on the board. Also updates the score indicators on the board.

action menu

The action menu for the Card Scoring panel, located next to the Apply button. Includes the following options:

  • Remove all cards: Removes all cards and scores from the Card Scoring panel.
  • Clear all scores: Deletes all scores from all cards on the Card Scoring panel.
close Closes the Card Scoring panel.

           

           

About the Scoring Chart

The following table describes the elements in the Evaluation Chart, which appears when View Evaluation Chart and Scoring Table or Card Scoring is selected in the Card Scoring toolbar.

Element Description
Scoring Chart metric tabs These tabs, located to the left of the Results tab, show charts for each metric in the selected metric template.
Results

Shows a chart that plots each card into one of three sections based on their total scores and average confidence levels, providing a visual snapshot that groups the cards into the following areas that recommend actions for each card:

  • Lean into: Cards in this section should be prioritized because they have both high scores and high confidence levels in those scores, indicating that these cards are the most important. The cards closest to the top right corner would offer the highest potential return.
  • Continue to research: Cards in this section have low average confidence levels. Even if a card's total score is high, a low confidence level indicates that more research and refinement is needed before the card should be prioritized.
  • Steer clear of: Cards in this section have low scores plus high confidence levels in those low scores. Cards in this section should be put on hold or avoided entirely.

For more information, see Evaluating Scores on the Results Tab.

action menu

The action menu for the Scoring Chart. Includes the following options:

  • Show Card Titles: When this option enabled, cards appear on the chart as buttons with each card's title. When this option not selected, cards appear as dots on the chart; you can hover over a dot to see the card title.
  • Show Card Preview: When option is enabled, when you hover over a card's dot or button on the chart, an image of a card as it appears on the board is shown in the bottom left corner of the chart.
Needs Evaluation On all Scoring Chart tabs except Results, lists all cards selected for scoring that do not have a score for the selected metric's tab. 

           

           

About the Scoring Table

The following table describes the elements in the Scoring Table, which appears when View Evaluation Chart and Scoring Table or Card Scoring is selected in the Card Scoring toolbar. You can click a column header to sort on that column.

Element Description
Card Title The name of the card.
Status The card's status (such as Not Started or Finished).
Metric score columns

A metric's score for that card. One column appears for each metric in the selected metric template, using the metric's initial for the column header. The bar below the score illustrates the score's confidence level.

Score

A card's total score either based on a weighted sum of all of the card's metrics or an overridden value entered manually. 

A solid bar below the score illustrates the average confidence level of all the card's scores. A striped bar below the score indicates that the total score was manually overridden, and you cannot apply individual metric numbers unless you click action menu > Clear scores for that card first.

info button

Hover over the icon to see how much each card metric counts toward to the total card score 

orange triangle Indicates a card has unapplied (unsaved) scores.
action menu

The action menu for a card. Includes the following options:

  • Apply score to card: Saves or updates the card's score on the board. If the option is not selectable, the card's score on the board is up-to-date.
  • Clear scores: Clears all scores for the card in the Card Scoring panel only. To clear scores from the card itself, you must right-click the card on the board and select Clear Score there. 
  • Open Card: Opens the card on the board.
  • Remove card from scoring: Removes the card from the Card Scoring panel. All applied scores remain saved on the card; if you select the card for scoring again, the previously applied scores will reappear in the Card Scoring panel.