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Planview Customer Success Center

Adding a new Evaluation File


An evaluation file is used by specific roles, such as Moderator or Expert, and facilitates standard and complete idea evaluation.


How to Add a New Evaluation File

  1. From the Administration page, click Idea Management > Evaluation Templates


At the Evaluation Files section, click + Add New.



2. Enter the name of the evaluation file.

3. Select the file to upload.

4. Click Submit to upload and save the evaluation file.