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Planview Customer Success Center

Creating the profile

Role: User with PPM Pro adminstrative privileges.

A scoring profile is comprised of weighted categories and criteria. Once you create the profile, you add the categories and criteria.

To create a scoring profile:

  1. Navigate to Admin/Setup/Scoring/Scoring Profiles.
  2. Select Menu > New.
  3. In the Create a new Scoring Profile dialog, enter the following information:

Title - (Required) Enter a unique name.

Description - (Optional) Enter additional information about the profile.

Overall Score Calculation - Choose whether to add all the user scores for this profile (Sum User Scores) or to average the scores (Average User Scores).

Entity Owner Can Score - Choose Yes to give the project/request owner permission to score the project without being placed on a scoring team. If you choose No, you can place the entity owner on the scoring team at a later time, if necessary.

  1. Click Save.

To add the categories and criteria:

  1. Navigate to Admin/Setup/Scoring/Scoring Profiles.
  2. Select your profile and then click the Categories & Criteria link.
  3. Select Menu > Add Criteria to Profile.
  4. Choose the Category and the Criterion.
addcategory.png addcriterion.PNG

 

  1. Repeat for each category/criterion combination you want to add to the profile.

Once you are finished adding criteria to the profile, you need to edit the weights of both the categories and criteria.