Create Rank Values by Import

Creating and updating prioritization matrix rank values using Microsoft Excel enables you to use data from an outside system which can save you time from manual entry.

Use an Excel template to update evaluation category rank values for the projects and programs in a portfolio, and then import the values to the Prioritization Matrix page. The evaluation scores for each project and program are calculated based on the values entered in the template.

To download and import prioritization matrix rank values:

  1. Download an Import Template for Importing Rank Values
  2. Import Rank Values from Microsoft Excel