Rank a Project, Program, or Idea Against Evaluation Categories

Video

Rank a project, program, or idea against evaluation subcategories, depending on the applicability of the project, program, or idea to a subcategory, that justifies alignment with the organization.

To rank a project, program, or idea:

In the object selector, select a project, program, or idea.
In the sidebar, hover over  Strategic Alignment, and select Evaluation.
Select a Rank for each applicable evaluation subcategory. You can review the ranking descriptions in the Ranks detail window.
Select Save.
Note: You can only rank submitted ideas.

Tips

If the project or program belongs to a portfolio, this task can also be completed on the Prioritization Matrix page at the portfolio level. Values entered on the Evaluation page are synchronized with values on the Prioritization Matrix page.
To quickly clear multiple rank values at the same time, select one or more rank values, and then press Shift + Delete.
When an evaluation subcategory Source is set to Thresholds, the Rank cell is set to read-only and cannot be edited.

Last Published Monday, June 24, 2024