Navigation:  Configuration > Portfolio priority >

Evaluation method

Previous  Top  Next

Location: Configuration Portfolio priority Evaluation method

 

Prerequisites:

Criterion

 

Overview:

Through this menu, record all the methods that can be used to determine the priority of the objectives in the portfolio scenarios.

 

Specific buttons:

Click on the arrow located next to this button and select the desired option:

Add: Allows creating a new evaluation method. See more details on how to perform this operation in the Configuring the portfolio evaluation method section.

Add new revision: Allows performing a new revision on the evaluation method selected in the list of records. This button is only available if the status of the evaluation method is Released. See more details on how to perform this operation in the Revising an evaluation method section.

Click on this button to edit the evaluation method selected in the list of records.

Click on this button to delete the evaluation method selected in the list of records.

Click on this button to release the ongoing revision of the evaluation method that is selected in the list of records. 

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 enable or disable the record selected on the main screen. To view the disabled records, use the "Status" field of the General filter in the search filters panel.

Click on this button to copy the evaluation method selected in the list of records. The start of the performed copy ID # will be "Copy of", facilitating the identification.

 

Use the "Search filters" to easily retrieve records based on specific information.