Skip to main content

 

Planview Customer Success Center

Project Scores with Details

This report provides project scores as well as details on the individual scorer's selected criteria. You can build this report using the design settings in the table below. Alternatively, you can download this report definition and upload it to your PPM Pro instance.

Project scores with details.png

Design View Selection Comments
General

Topic: Project

Specialty: None

Type: List: Basic

Title: <enter a meaningful title>

 

You can easily create a similar report for Requests that have scoring, just select 'Request' as the Topic.

Data

List Fields:

  • Project > Title
  • Project > Project Score
  • Project > User Scores > User
    • Change Display Name to "Scorer"
  • Project > User Scores > Weighted Score
    • Change Display Name to "Scorer's Weighted Score"
  • Project > User Scores > User Criteria Scores: User Score ID > Scoring Category
    • Change Display Name to "Scoring Category"
  • Project > User Scores > User Criteria Scores: User Score ID > List
    • Change Display Name to "Score Criteria"
  • Project > User Scores > User Criteria Scores: User Score ID > List Value
    • Change Display Name to "Selected Value"
  • Project > User Scores > User Criteria Scores: User Score ID > Weighted Score 
    • Change Display Name to "Value's Weighted Score"

Use the Available Fields field path control to access category and criteria details.

To change the data field labels for the report columns, you can edit each column directly in the Preview pane or use the Field Options modal. For example, to change the field label from "User Criteria Scores: User Score ID > Scoring Category" to "Score Category", within the List Fields area title select the edit icon for "Show Field Options" and in the resulting "Field Options" modal, edit the field "Display Name".

Screen Shot 2020-11-17 at 3.31.50 PM.png

Screen Shot 2021-09-02 at 9.35.28 AM.png

Display

Set desired Display options, such as:

Sorting:

  • Set Priority 1 field to the Title field with Group By "Group"
  • Set Priority 2 filed to the Scoring Category field with Group by "Group"

Drill Down: Entity (if you'd like clicking on a field such as Title to open the relevant project)

 
Variable Settings

Filter: "Project: Scoring Profile is <name of relevant profile>" and/or "Project: Project Score is greater than 0.00"

 

Provide relevant filters, for example if you only want to see scoring for certain project categories or for a specific scoring profile (if you have more than one across project categories). If you want to allow the user to change to a different Filter before running the report or when viewing the report, select the relevant checkboxes for Allow changing.