Using standard criteria
To define criteria for comparison of initiatives of a portfolio using existing criteria:
1. Open the properties dialog box of the portfolio.
2. In the Criteria page, click the Connect button.
The Select Query dialog box opens.
3. Click Criterion for Assessment.
The list of criteria already defined is displayed in a Selection of Object of TaggedValue Type dialog box.
If you click Others, the Query dialog box opens. Select the Registered Queries tab to access queries that are a function of the portfolio.4. Select the criteria that interest you.
5. Click OK.
Selected criteria appear in the portfolio properties dialog box.
Using Existing Criteria
Standard criteria are proposed to process costs modeled on objects and initiatives.
For more details on modeling of costs, see Costs Modeling Principle.For more details on initiative modeling of costs, see Modeling Initiative Costs.Standard criteria enabling analysis of costs declared on initiatives as a function of their type and nature are the following:
• For type:
• Capital expenses
• Operating expenses
• For nature:
• Infrastructure costs
• Software licenses costs
• Manpower costs
• Service costs
The names of standard criteria enabling analysis of costs declared on objects carry the extension "Reference", for example "Reference Costs".
Given that certain criteria are automatically calculated, they cannot be modified from the Initiatives tab or the Assessment subtab of the portfolio.
For more details, see Assessing Initiatives.