Create Scorecard Criteria

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.

What materials do I need?

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

How do I use this technology?

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. Click​​​​​​ Portfolio Planning > Scorecard Criteria.
8. Click the +New button to define a new scorecard criterion.
9. In the New Criterion display window:
   1. Provide a Name for the criterion (usually in the form of a question)
   2. Optionally assign a Percent of Value. This is a weighting for the criterion relative to other criteria; the higher the chosen values, the higher the overall score.
   3. Provide Comments as required.
10. Click the Save button.
11. Click the +Add button in the Choices section. Choices are the options for answering the question posed in the criterion name. For example, if the criterion is “To what extent does this request support the organization’s strategic goals?”, the choices might be “Fully”, “Partially”, and “Not at All”. Each choice requires a Name and a Value, which is a means of weighting the choices such that selecting “Fully” in the example would result in a higher score for that criterion, which in turn could result in a higher overall score. 
12. If a scorecard has already been defined, you can click the +Add button in the Scorecards section to add this criterion to a scorecard.

Next Steps

The following articles will walk you through the process of creating a scorecard, and assigning scorecard criteria to a scorecard.

• Create Scorecard
• Add Scorecard Criteria to a Scorecard

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.