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Project Evaluations enable users to track data for project-based elements, such as initiatives, milestones, action items, and risks. Users can add series to their data table, such as budget and amount spent, a default chart, and calculated fields for use in summary reports.

Automatic evaluations can be configured so that if the amount spent on a project is outpacing the project completion, the project manager will be notified. Users must check a box to enable Project Evaluations and then will be able to include data tables and charts for their project-based elements. Projects can be grouped by Tags so that users can make changes to multiple projects at once.

Strategic projects are key to strategic management, and we want to empower our users with the best tools to track their key projects. The interface is simple and easy to use, so users can easily track their strategic project budgets, percent complete, and other quantitative aspects of a project on its detail page. 

With these features, users can track their strategic projects like they do their strategic plan and help ensure their projects are a success.

Project Evaluations are enabled for the entire account from Admin Options.  Before enabling, default series should be added. This will apply these series to all elements being enabled.  You can also choose to specify the default chart.

- Select **System Settings** from the Control Panel
- Choose **System Setup**
- Click on **Project Evaluation**

- Mark the checkbox next to **Enable Initiative Evaluations**
  - You need to mark the checkbox for all the Elements that you want to Enable Evaluations for

Enable Initiative Evaluations
Show Deleted
Percent Complete Fer
Evaluated
Calculated Percent Complete Fer
Evaluated
Demo
Evaluated
Actual Demo
Evaluated

Enable Milestone Evaluations
Show Deleted
Percent Complete Fer Milestone
Evaluated

Enable Action Item Evaluations
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Delta
Evaluated

- Navigate to the **Default Charts tab**
- You will be able to set **Default Charts** for the Elements that you have Enabled Evaluations for

- Select **Elements & Reports** from the Control Panel
- Choose **Elements**
- Click on **Initiatives**

- Click the **Plus icon** to add an Initiative
- Under **Name**, enter the name of the new Initiative, in this example, ‘Purchase software license’.
- Navigate to the **Series tab**
  - You will be prompted to **Save**

- Under E**valuation Option** you will be able to select the project evaluation previously configured
- Once you are done with your changes, click **Save**

Click "Use 'Percent Complete Fer' Evaluation"

Care Packages - Project Evaluations Care Package

What is it?

Why does it matter?

How does it work?