Setting up a project evaluation has never been easier. If you are an admin, you can enable it for others within your organization to use on their elements. We'll first walk through the admin-only part, Enabling Project Evaluations.
Enabling Project Evaluations
Click on System Settings
Open System Setup
Select Project Evaluations from Enterprise Features
Click on the Plus icon
You can change the data type, add a calculation, or set an evaluation for all series. See the below sections for common calculations and evaluations for projects. You can add as many series as you need. These will be the default series for when you decide to use Project Evaluations for this specific element.
Under Default Series Name enter the new default series name, for example, ‘Actual.’
Mark the checkbox next to Enable Initiative Evaluations
Click Save
This is the basics of Project Evaluations, adding quantitative tracking to other elements besides measures. Other users in your organization can now use these series you have created to better report on their Initiatives, Action Items, and more. Continue reading below to learn about popular and effective applications of Project Evaluations.
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!