Add an Evaluation Matrix

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There is one evaluation matrix per workspace. The evaluation matrix includes evaluation categories, each with their own subcategories. Add evaluation categories to rank and assess projects, programs, and ideas. See Evaluation Matrix Overview for more information.

To add an evaluation matrix:

1. In the object selector, select  Workspace, select View Workspaces List, and then select a workspace name.
2. From the  Main Menu, select  Summary & Settings.
3. On the Summary & Settings page, select Dictionaries, and then select Evaluation Categories.
4. Select  Add.
5. In the new row, complete the following fields for a category:
   • Name: The name of the evaluation category.
   • (Optional) Description: Details describing the evaluation category.
   • Weight: The relative weight of the sibling evaluation node to indicate contribution of a given node to its parent evaluation node.
   • Weight Percent: The weight or relative rank of the evaluation node compared to its siblings. This value indicates the percentage that the evaluation node is contributing to the parent strategy. The Weight Percent for all sibling evaluation nodes equals 100. This field is read-only.
6. (Optional) Select the  Context menu, and select Add Subcategory.
7. In the new row, complete the same fields for the subcategory including the following option:
   • Type (Optional): Determines the type of ranking applied to a subcategory. Select Manual (Default) or Thresholds. When Thresholds is selected, you have the option to configure specific fields to associate with each rank.
8. (Optional) In the Project Thresholds, Program Thresholds, and Ideas Thresholds detail windows, configure the ranking for the subcategory when Thresholds is selected as the Type. Make any of the following modifications:
   • Name: Modify the names as needed. This option is available in the Project Thresholds, Program Thresholds, and Ideas Thresholds details window.
   • Description: Explains the ranking of the subcategory.
   • Color: Select a color representing the evaluation ranking.
   • Field: Determine a specific map to a ranking.
   • Operator: Select an operator to determine how the ranking is applied.
   • Value: Enter a value to determine the evaluation ranking.
   • High Value: Enter a high value to determine the evaluation ranking. This field is only required if the Within or Not Within Range is selected as the Operator.
   • Reverse Ranks Order: Select the icon to reverse the order of the ranks. Weigh percentage values remain the same.
   • Weight Percent: The weight percentages for the evaluation ranking. The default values are evenly distributed based on the number of selected ranks. You can manually specify different percentage values.
9. In the Ranks detail window, configure the ranking for the subcategory. A scale is preconfigured for you. Make any of the following modifications:
   • Scale: Determine how many options are available on the rating scale. You can display up to 21 options. When increasing or decreasing the scale, you must confirm your selection in the confirmation window. When decreasing the rank scale, additional rank details are deleted, and weight percent values are reset based on the selected rank.
   • Reverse Ranks Order: Select the icon to reverse the order of the ranks. Weight percentage values remain the same.
   • Name: Modify the names as needed. For a scale number greater than 9, a default generic rank name will be added such as Rank 10 and Rank 11.
   • Weight Percent: The weight percentages for the evaluation ranking. The default values are evenly distributed based on the number of selected ranks. When additional ranks are added, the newly created weight percent fields are defaulted to zero. When a rank is removed the weight percent values are reset. You can manually specify different percentage values.
   • Color: Select a color representing the evaluation ranking.
   • (Optional) Description: Details describing the rating. When the scale is increased, new blank description fields are displayed.
10. Select Save.

Tips

• If a subcategory is currently in use it cannot be deleted.
• You can add or disable subcategories in inherited evaluation matrices.
• For an Evaluation Matrix to have an Active status, there must be at least one subcategory in each category with a status of Enabled. When all subcategories of a category in an Evaluation Matrix have status Disabled, the Evaluation Matrix will have an Inactive status and will not be usable.

This setting is used in the following apps: