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Planview Customer Success Center

About scorecards

A scorecard is a set of rules for measuring the compliance of entity records of a single entity type with the conditions that are defined in the rules.

When creating a scorecard, you specify a set of rules and set a weight for each rule to indicate its relative importance within the scorecard. The score is the total of the weight values of the rules that pass for each entity record

The scorecard shows whether each entity record is in or out of compliance with each of the rules, and lists the properties that failed the rule.

You can use scorecards to monitor the level of completion of entity records by creating rules that check whether one or more entity fields include values.