Enable or Disable an Evaluation Matrix Subcategory

An evaluation model may mature over time, especially in complex or long-term projects. Because subcategories currently in use cannot be deleted, you can update your evaluation matrix by enabling or disabling existing subcategories. For more information about Evaluation Matrices, see Evaluation Matrix Overview.

To enable or disable an existing evaluation matrix subcategory:

In the object selector, select a workspace.
In the sidebar, select  Summary & Settings.
On the Summary & Settings menu, select Dictionaries, and then select Evaluation Categories.
Select the  Context menu of an existing subcategory, and select Enable or Disable.
Select Save.
In the Summary & Settings panel, select  Close.
Note: The weight of the scores is recalculated when subcategories are enabled or disabled.

Tips

The Status column of the Evaluation Matrix indicates whether the subcategory is enabled or disabled.
Select the  Context menu of an existing subcategory and select Used By to view the list of workspaces currently using the subcategory.
Project and Portfolio scores will be recalculated based on updated subcategory status.
When a subcategory is disabled, it will not appear in the Portfolio Analysis Prioritization Matrix once scores are recalculated.
You can add or disable subcategories in inherited evaluation matrices.
For an Evaluation Matrix to have an Active status, there must be at least one subcategory in each category with a status of Enabled. When all subcategories of a category in an Evaluation Matrix have status Disabled, the Evaluation Matrix will have an Inactive status and will not be usable.

This setting is used in the following apps:

Portfolio Analysis

Strategic Alignment

Next: Update the Owning Workspace of an Evaluation Matrix Subcategory