Scorecards overview

Typically, a project manager completes the scorecard information to produce an alignment value between 0 and 100 for the project. The value produced is later used when the portfolio manager reviews the projects in the portfolio optimizer to compare them.

For more information about portfolio optimization, see Portfolio Optimizer overview.

Apply a scorecard to a project

As a user with a Standard or Plan license and Manage permissions to a project, you can attach a scorecard to the project.

For more information about project permissions, see Share a project in Adobe Workfront.

You can add scorecards to a project as part of building the business case for the project.

For more information about building a business case, see Create a Business Case for a project.

Your Adobe Workfront administrator or group administrator must enable the Scorecard section in the Business Case area of your projects before you can access scorecards from the Business Case. For information about setting up project preferences and enabling areas of the Business Case, see Configure system-wide project preferences.

To apply a scorecard to a project:

  1. Go to a project to which you want to apply a scorecard.

  2. Click Business Case in the left panel.

  3. Find the Scorecard section of the Business Case.
    You must create a scorecard before the Scorecard section displays on the Business Case.

    For information about creating a scorecard, see Create a scorecard.

  4. Select a scorecard from the drop-down menu.

    New scorecard

  5. Enter an answer for all the questions in the scorecard.

    Workfront applies a score to each question answered and calculates an overall project score based on the individual score of every question.

    For more information about generating the project overall alignment score, see Generate an Alignment Score for a project.

  6. Click Save to save the scorecard and score the project.

    The scorecard is now associated with the project and the project is scored.