Create a scorecard
A scorecard measures how well a project aligns with the previously established criteria of a portfolio. A scorecard often reflects an organization’s mission, values, and strategic goals.
Portfolio managers usually define the scorecard questions and answers to ensure they are meaningful and valuable during project prioritization and selection. An ÃÛ¶¹ÊÓƵ Workfront administrator builds the scorecards based on the recommendations from portfolio managers.
The questions and answers chosen for a scorecard must be quantifiable in order to provide an alignment value to compare different projects.
Access requirements
You must have the following access to perform the steps in this article:
| table 0-row-2 1-row-2 layout-auto html-authored no-header | |
|---|---|
| ÃÛ¶¹ÊÓƵ Workfront plan |
Current: Business or higher Or New: Prime or higher |
| ÃÛ¶¹ÊÓƵ Workfront license |
Current: Plan Or New: Standard |
For more detail about the information in this table, see Access requirements in Workfront documentation.
Create a scorecard
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Click the Main Menu icon
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Click Scorecards, then click New Scorecard to launch the scorecard builder and create a scorecard.
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Specify a Scorecard Name and a Description.
The name displays when you are associating the scorecard with the project. The description displays next to the scorecard name in the scorecard list.
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Click the Add Question drop-down menu to open the scorecard question section, then specify the following information for your question:
table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header Question Type the question you want to include in the scorecard. Points Type the maximum points possible for this question. Negative Points Select this option to indicate that Workfront should subtract from the total possible points. Negative scores cannot be added to the maximum possible points of a scorecard. Display Type Select Value(0-100) if you want to display a numeric field in the scorecard where users can specify any value between 0-100.
Or, select Drop Down or Radio Buttons to create an answer users can specify using that control. Click Add Answer, then type the Value in percentage points for this answer, in case that it is fulfilled. If you choose 100%, the number of points allotted for this question is fully achieved. If you want to indicate that this answer carries only a portion of the total amount of points allotted to this question, select a lower percentage value. For example, if your question is valued at 10 points, and you want this answer to carry 5 of those points, choose 50% for your value.
Select Default if you to indicate that this answer is the default one.
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Click Add Question to add more questions and answers to your scorecard, following the same steps.
note note NOTE You can reorder the questions in your scorecard by dragging and dropping the questions in the correct order. -
Click Save when you are finished entering all information.
These creates the scorecard and project managers can now attach it to their project business case.
Apply a scorecard to a project
A user with manage permissions to a project can apply a scorecard to a project, after the scorecard has been created by the Workfront administrator.
A scorecard is added to a project as part of creating a business case for the project. For more information about adding a scorecard to a project, see Apply a scorecard to a project and generate an Alignment Score.
For more information about project permissions, see Share a project in ÃÛ¶¹ÊÓƵ Workfront.