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View project scores

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The Web Access project score feature provides visual and numeric indicators to help you quickly evaluate and rank projects based on characteristics that are important to your organization.

Note: To calculate a project score, Web Access uses the weighted project codes and project code values assigned to the project. The numerical weight associated with a project code or project code value provides a way to quantify criteria you may want to use to evaluate projects. To use project scoring features, you first set up project codes and code values that correspond to the criteria you want to use to evaluate projects. For more information about project scoring setup and calculation, see Project Scoring Process Overview.

For more information, click the following topics:

View project score information

You can view project scores in the Project Statistics portlet on the Project Workspace and in dashboards. You can also display project scores in any portfolio view in the Portfolios View portlet on any dashboard, or on the Portfolio Analysis and Capacity Planning pages in the Portfolios section.

For information about viewing project scores in any one of these areas, click the following:

To display project score information in the Project Statistics portlet

  1. At the top of the Project Workspace or any dashboard, click Customize.
  2. If the Project Statistics portlet is not already displayed in the workspace or dashboard, mark the Project Statistics checkbox to display it. Click to view the portlet options, then click Customize.
  3. Next, in the Available Columns list, expand the General section. Select Project Score and move it to the Selected Columns list. Use the up and down arrows to set the column order, then click Save.
  4. To arrange the layout of portlets before returning to the workspace or dashboard, click Save, then click the Layout tab.

To save your changes and return to the workspace or dashboard without changing the portlet layout, click Save and Close.

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To display project score information in the Portfolio View portlet

  1. At the top of any dashboard, click Customize.
  2. If no Portfolio View portlets are already displayed in the dashboard, in the Portfolio Views section of the tab, click Add to add a new Portfolio View portlet. Mark the checkbox beside the portlet you want to display.
  3. Click to view the portlet options.
  4. For a scorecard view, click Customize. Next, in the Available Columns list, expand the General section. Select Project Score, then click the right arrow key to move it to the Selected Columns list. Use the up and down arrows to set the column order, then click Apply.

For a chart view, use the data drop-down lists (e.g., X-axis or Y-axis) to select Project Score.

  1. To arrange the layout of portlets before returning to the dashboard, click Save, then click the Layout tab.

To save your changes and return to the dashboard without changing the portlet layout, click Save and Close.

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To display project score information on the Portfolio Analysis page

  1. Open the project group you want to work with in the Portfolios section.
  2. Click Portfolio Analysis on the Portfolios toolbar to display the Portfolio Analysis page.
  3. In either section of the page, select the portfolio view you want to display.
  4. Next, click More.
  5. For a scorecard view, click Customize. Next, in the Available Columns list, expand the General section. Select Project Score, then click the right arrow key to move it to the Selected Columns list. Use the up and down arrows to set the column order, then click Apply.

For a chart view, use the data drop-down lists (e.g., X-axis or Y-axis) to select Project Score.

  1. Click the Save icon to save your changes, if applicable.

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To display project score information on the Capacity Planning page

  1. Open the project group you want to work with in the Portfolios section.
  2. Click Capacity Planning on the Portfolios toolbar to display the Capacity Planning page.
  3. Click Customize.
  4. On the Columns tab, in the Available Columns list, expand the General section. Select Project Score, then click the right arrow key to move it to the Selected Columns list. Use the up and down arrows to set the column order, then click Apply.
  5. To save your changes to the page, click the Save icon.
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Customize Project Scoring

You can customize Project Scoring to choose the characteristics, or values, you want to use to calculate score and to set thresholds for the graphical indicators.

  1. At the top right of any P6 Web Access page, click Preferences.
  2. On the Global tab, in the Project score section:

    To calculate project score based on all project code values assigned to projects, clear the Calculate Project Score based on selected Project Codes checkbox.

To calculate project score based on selected project code values assigned to projects, mark the Calculate Project Score based on selected Project Codes checkbox, then click the Project Codes link. In the Available Columns list, select the codes you want to use for score calculation, then click the arrows to move them to the Selected Columns list.

    In the Medium and High fields, specify the score values (0-100) you want to correspond to the predefined graphical rankings.

  1. Click Save and Close.
Note: If you choose to calculate project score based on selected codes and a project has some, but not all, of those codes assigned, its project score appears in red.
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