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Applying a Scorecard to a Project

Understanding Scorecards

A scorecard is used to measure how well a project aligns with the previously established criteria of a portfolio. A scorecard often reflects an organization’s mission, values, and strategic goals.

For more information about scorecards and how they are created, see "Creating a Scorecard."

Typically, a project manager completes the scorecard information to produce an alignment value between 0 and 100. This allows comparisons of different projects within a portfolio that would otherwise be difficult to see. The value produced is later used when the portfolio manager reviews the project in the portfolio optimizer. For more information about portfolio optimization, see  Portfolio Optimizer.

Applying a Scorecard to a Project

A user with manage permissions to a project can attach a scorecard to the project.
For more information about project permissions, see "Portfolio Optimizer Overview."

Scorecards are added to a project as part of building the business case for the project. 

To apply a scorecard to a project:

  1. Navigate to the Projects area of the Global Navigation Bar.
  2. Click the Projects tab.
  3. Click the name of the project you want to apply a scorecard to.
  4. Click Project Details.
  5. Click Business Case.
  6. Find the Scorecard section of the business case.
  7. Select a scorecard from the drop-down menu.
  8. Click Save.
    The scorecard is now associated with the project.