Decision Lens Accelerate - Project Scoring

Decision Lens Accelerate

PROJECT SCORING – MODIFY SCALE FOR VALUE FIELDS​

  • Scoring within a portfolio is a numeric representation of alignment to goals. A way to apply scales to produce a score that represents how much a project contributes to a portfolio. ​
  • A project’s score is based off all fields that have been mapped to Value within a portfolio.  The scale for Value Fields can be modified when creating a Value Field or when selecting to edit a Value Field from the fields menu within its column. ​
  • By default, each field will be automatically scaled, however Owners can adjust each field to either be auto-scaled or manually scaled. ​
  • The relative scale is based on the minimum and maximum data points for the entire portfolio across all time, for all projects except for those marked as Draft and Archived.​
     

  • To modify a Value Fields scale, select to create a new Value Field or Edit a Value Field that already exists. ​
  • In the Define Scale section,  first set if higher or lower values are better. ​
  • Then, decide to auto-scale or manually adjust the minimum and maximum values for the scale. By default, the scale will auto-scale and take the minimum and maximum data points that have been entered for the field. These values will display within the Min and Max cells and on the chart to the right. ​
    • Auto-scale: Automatically calculates the minimum and maximum data points for a field based on the data that has been entered for projects for that field. When this is selected, values will automatically populate and display on the chart to the right. ​
    • Manual: Enables Owners to enter a minimum and maximum value for the field. When this is selected, the minimum and maximum data points for the field will automatically populate and can then be adjusted by the Owner. ​
  • Hover over the Min or Max cell to see which project represents the minimum or maximum value for the field. The timestamp under the project name represents when that data point was last updated. ​
    • In cases where a field has multiple projects with the same Min or Max value, the first project with the value that updated the scale will be displayed.

  

PROJECT DEFAULT SCORE

  • Participants within a portfolio can add a Default Score column from Column Settings into their view in order to help prioritize projects for scheduling. This column can be added into the Projects or Budgets pages. ​
  • The Default Score is based off all fields that have been mapped to Value within a portfolio, where each field is weighted equally. ​
  • The score is calculated by normalizing each data point across all value fields in a linear scale where the minimum data point receives a 0 and the maximum data point receives a 1. ​
  • Project Scores will display to two decimal places but are calculated rounded to three decimals. Hover over a score to see the entire score. ​
  • Project Scores are not impacted by applied filters​.

  

  • Additional Considerations for Scoring: ​
    • If lower has been noted as better for the Value field, the scale will be flipped so that the minimum data point would receive a 1 and the maximum would receive a 0. ​
    • The relative scale is based on the minimum and maximum data points for the entire portfolio across all time, for all projects except for those marked as Draft and Archived. ​
    • If a Project has an empty or blank cell for a Value Field, it will be given a score of 0 for that field. ​
    • Value Fields that do not contain any values across all projects will not be considered when scoring. ​
    • If a fields data set contains a single data point or multiple data points with the same value, the score for those projects will all be a 1 (or the highest value as deemed by scale settings)​.
    • Quick Estimates use the absolute score rather than assuming a 0-5 scale​.