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Evaluation control

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Location: Management Evaluation control

 

Prerequisites:

Project type with a configured evaluation

Finished project planning

Optional:

Team

Method

 

Overview:

Through this menu, the members of the control matrix can control the evaluations of the projects included in the system. In the first quadrant of this menu, the search filters are displayed, which allow you to locate the desired projects more easily. The second quadrant displays the projects that have the evaluation step configured in its type, while the third quadrant displays the data of the evaluations carried out in the projects selected in the second quadrant. Note that the projects will be submitted after the finalization of their planning and will be available until the closing time.

 

Specific buttons:

See further details in the Editing the evaluation control section.

Click on this button to delete the evaluation selected in the third quadrant. This button will only be available if the evaluation status is Finished.

Click on the arrow next to this button and then select the corresponding option to view the data of the project selected in the second quadrant or view the data of the evaluation selected in the third quadrant.

Click on the arrow next to this button and select the desired option to access SE GanttChart or the project schedule selected in the second quadrant. Note that these options will be available for viewing only.

Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search the parameters that may be used in the configuration of new reports.

This button will only be displayed on the toolbar if SE Project is integrated with SE Risk. Click on it to create a risk plan of the project selected in the list of records. Refer to the specific SE Risk documentation for further details on risk plans.

 

Use the "Search filters" to easily retrieve records based on specific information. Refer to the View Project menu for a detailed description of the filters.