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Project evaluation

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Location: Management Project evaluation

 

Prerequisites:

Project type with a configured evaluation

Finished project planning

 

Overview:

Through this menu, the members of the control matrix associated with the project type may evaluate it, by assigning a score. With this, the project will be classified according to the ranges configured in the evaluation method. This classification will assist in the regular measurement and tracking of the project, to identify variations, so that corrective actions can be taken when necessary, to reach the goal outlined. 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 in which the logged-in user is part of the evaluation control matrix, while the third quadrant displays the data of the evaluations performed 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:

Click on this button to execute the evaluation of the project selected in the upper quadrant. See further details in the Evaluating a project section.

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.

Click on this button to end the evaluation selected in the lower third quadrant. Note that this button will only be enabled if a scored for the project has been reported, but the evaluation has not been closed.

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.