Add Scorecard Criteria to a Scorecard

Overview

Within the Enterprise Service Management (ESM) system scorecard criteria are questions and evaluation options assigned to one, or more, project scorecards which are used to score and prioritize project requests within the Portfolio Planning and Project applications. This article will guide you through the process of adding criteria to a project scorecard

What materials do I need?

  • Internet connectivity
  • Web browser
  • ESM Project Application Administrator, or ESM Enterprise Administrator role

How do I use this technology?

To add scorecard criteria to a scorecard:

  1. Login to ESM Work Management
  2. Click View Applications.
  3. Click the appropriate project application.
  4. Click the gear button.
  5. Click Admin.
  6. The Project application admin interface will open.
  7. In the left navigation click Project and Request Sections > Scorecards.
  8. Find the scorecard where the criteria will be added and click the Edit link in the corresponding row.
  9. In the Criteria section of the window, click the +Add button.
  10. Select a Criterion from the dropdown list and specify an Order value (this will determine the order in which the criteria are listed on the scorecard; criteria with the same numeric value will be listed alphabetically).
  11. Click the Save button.

Next Steps

The following article will walk you through the process of assigning a scorecard to project requests.

Need additional help or have issues

For support, requests may be submitted anytime using the appropriate Enterprise Service Management form. Requests generate a Ticket which will be worked in order received and urgency by IT Employees with the knowledge and permissions to assist with the request.

For immediate assistance please review the Contact Us page for the appropriate support group.

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