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Planview Customer Success Center

Project Scoring Permissions

Scoring permissions can be divided into two categories:setting up a scoring profile and scoring.

Who can create a scoring profile?

The creation of criteria, categories, and the scoring profile is done by a member of the Admin group.

Who can score a project?

Projects use profile-based permissions. 

  • Project > View > Scoring gives permission to view the project Scoring section and any existing scores
  • Project > Edit > Scoring gives permission to score (and to view the Scoring section)
  • Project > Edit > Scoring Profile gives permission to choose the scoring profile to use for a project, along with permission to lock scoring.

All scoring activity takes place on the Scoring section of a project. If you don't see a Scoring section in the project's left navigation, then the project's category does not include Scoring. You can add scoring to any category by going to Admin/Setup/All Entities/Project/Categories and editing/adding a category and checking the Scoring section.

Scoring activities and required permissions

  • To set a scoring profile for a specific project, the user must be on the team of the project and have a Team profile rule that includes the Project > Edit > Scoring Profile permission.

  • To select a scoring profile for any project or any project of a specific category, the user must have Project > Edit > Scoring Profile permission on All Projects or specific categories, and a Global project profile rule.

  • To score a specific project, the user must be on the team of the project and have a Team profile rule that includes the Project > Edit > Scoring permission.

  • To score any project or any project of a specific category, the user must have Project > Edit > Scoring permission on All Projects or specific project categories, and a Global project profile rule.

  • To lock scores on a specific project, the user must be on the team of the project and have a Team profile rule that includes the Project > Edit > Scoring Profile permission.

  • To lock scores on any project or any project of a specific category, the user must have Project > Edit > Scoring Profile permission on All Projects or specific project categories, and a Global project profile rule.