Skip to main content
Planview Customer Success Center

Request Scoring Permissions (legacy)

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, the scoring profile, the scoring team and scoring filters teams is done by a member of the Admin group.

Who can score a project?

Projects use profile-based permissions. There are two scoring-related permissions for projects: View/Edit > Scoring and Edit > Scoring Profile.

  • "View > Scoring" give permission to view the project Scoring section and any existing scores
  • "Edit > Scoring" gives permission to score (and to view the Scoring section)
  • "Edit > Scoring Profile" give 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, the user must have Project > Edit > Scoring Profile permission and a Global project profile rule.

  • To score any project, the user must have Project > Edit > Scoring permission anda Global project profile rule.

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

  • Can lock scores

A team member can be given some, all, or none of the permissions. See About scoring teams and filters for more information.