Overview
Within the Enterprise Service Management (ESM) system scorecards are part of the Project Portfolio Management (PPM) framework to evaluate, compare, and prioritize project requests.
Tip
It is strongly recommend to
Create Scorecard Criteria first before creating a Scorecard; however, it is possible to create the shell of a scorecard, and add criteria later after they've been created.
What materials do I need?
- Internet connectivity
- Web browser
- ESM Project Application Administrator, or ESM Enterprise Administrator role
How do I use this technology?
- Login to ESM Work Management
- Click View Applications.
- Click the appropriate project application.
- Click the gear button.
- Click Admin.
- The Project application admin interface will open.
- In the left navigation click Project and Request Sections > Scorecards.
- Click the +New button to create a new scorecard.
- Enter a Name for the scorecard and, optionally, a description.
- Check the Active and/or Is Default options to enable them (typically, this will not occur until the scorecard criteria have been added).
- Click the Save button.
Next Steps
The following article will walk you through the process of assigning 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.