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Planview Customer Success Center

Scoring roles

There are generally three types of participants in the scoring process:

  • scorer - a user with permission to score all projects and requests

  • scoring manager - a user with permission to set scoring profiles (for projects), and lock and unlock scores

  • scoring administrator - a user with PPM Pro administrative privileges

Scorers

Scorers need to know how produce, edit, and delete scores, as well as have a basic understanding of the impact of their score on the overall score. They also need to understand the implications of a locked score.

For more information see:

About scoring and prioritization

Scoring a project

Viewing project scores

Scoring managers

Scoring managers are responsible for assigning a scoring profile to a project or request, locking and unlocking scores, and changing a profile for a project or request type.

For more information see:

About scoring and prioritization

Assign a scoring profile to a project

Locking project/request scores

Scoring administrators

Scoring administrators are responsible for creating criteria and categories, building scoring profiles, setting up lookup lists, creating the scoring team, creating filters, and creating scoring filter teams.

For more information see:

About scoring and prioritization

About scoring teams and permissions

Adding users to a scoring team

Creating categories

Creating criteria

Creating the profile

Specifying weights for criteria and categories

Setting up scoring filters

Adding users to a scoring filter team

Assign a scoring profile to a project

Deactivating a scoring profile