Creating and using project evaluations: Setting up calculations and evaluations for projects | Scribe

    Creating and using project evaluations: Setting up calculations and evaluations for projects

    • Fernando Montenegro |
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    • 46 seconds
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    Setting up calculations and evaluations for projects

    Reference series can be used to pull in quantitative data for Initiatives, Milestones, Action Items, and Risks that can be used for project evaluations. In this example, we will use the Percent Complete field to create a reference series for an Initiative. For more information on calculated series, please see this article: Creating a reference series.
    Click on **System Settings**\ Open **System Setup**\ Select **Project Evaluation** from Enterprise Features
    Click on the **Plus icon**\ Under **Default Series Name**, enter the new default series name, for example, ‘Percent Complete.’
    Navigate to the **Calculation tab**\ Under **Calculation Type**, select **Reference Series**\ Choose **Current Element** as the **Element**\ On the **Reference field** select **Percent Complete**\ Click **Save**
    You can also set up automatic evaluations from the Project Evaluations menu in Admin Options. By creating evaluation criteria on a series, Initiative, Milestone, Action Item, and Risk performance can be automatically evaluated.
    Navigate to the **Evaluation tab**\ Select the evaluation criteria\ **Mark the box** next to **Use this series for overall element evaluation** to set up automatic evaluations on any newly added elements\ Click **Save**
    Note: By checking Use this series for overall element evaluation on a series evaluation criteria, new elements will use this series for its overall evaluation. For more information on automatic evaluations, please see this article: Setting measure evaluations (manual and automatic).

    Editing an Initiative that is using Project Evaluations

    Once the Project Evaluation is set up, you can continue to edit the element individually. You can add more series, edit or update any of the fields, and more. You can also Edit the Layout of the element. For more information on editing elements and changing layouts, just view the linked pages!
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