Assessing Portfolio Projects
You can compare projects defined in a portfolio based on common criteria.
You can also add specific assessment criteria to the portfolio.
Defining Portfolio Assessment Criteria
You can compare the projects defined in a portfolio based on common criteria associated with the portfolio. This is used in particular to define the priorities for each project within the portfolio.
Some criteria are provided by default. You can create new criteria.
To create a criterion on a project portfolio:
1. Display the portfolio properties.
2. Click the drop-down list, then the Projects page.
The criteria appear in the Portfolio Criteriasection.
3. Click New.
The dialog box for creating a criterion opens.
4. Specify:
• its name
• its type
• its length
• its format
5. Click OK.
Criteria weighting model
A criteria weighting model defines, for a set of criteria, the weight relative to each of the criterion in the calculation of a weighted scoring criterion, used to automatically calculate the rank of a project in the context of this portfolio with respect to its score on these criteria.
Creating a Project Assessment
To create an assessment for the projects of a portfolio:
1. Display the portfolio properties.
2. Click the drop-down list then the Project Assessment page.
3. Click New Assessment.
4. In the window that appears, select the projects to be assessed.
• Some
• All
5. Click OK.
An assessment line is created for each portfolio project with the different criteria in a column.
6. To define the value of a criterion for a project, select the line of the project concerned and click in the criterion column.
Assessing common criteria
The criteria common to all projects are calculated automatically on the basis of assessments performed specifically on the projects.
For the qualitative evaluation of a project to appear in the portfolio properties, the assessment must have been validated at the project level.Assessing criteria specific to the portfolio
For criteria created specifically for the portfolio, and are therefore not displayed in the project properties, you can define them directly on the project assessment line (drop-down list for a list or direct entry for a number/a text).