Different demand assessment based on the demand portfolio

[annetirez]

Hi,

is it possible to have a different demand assessment based on the portfolio?

The portfolio managers want to have a different score calculation and assessment questions.

If possible, how do we need to do the setup?

Thank you

[AbdulNow]

@annetirez  I have a similar requirement , Any solution on it ? Thank you!

[phil_bool_unifi]

The conditions that determine which assessment is sent out against a Demand are set in the Condition field on the 'Assessment Metric Type' record.  That means, you could add a condition to the assessment that's being sent today so it checks which portfolio the work is in before sending, and you could use the 'Copy' action on that form to create a different assessment for use on different portfolios.

[annetirez]

I can setup a different assessment and based on the conditions it will indeed send out a corresponding assessment, BUT the scoring only works for the out-of-the-box assessment metrics.

For example: I have setup a custom metrics category (type assessment with 3 questions) that only needs to be send out in case of specific demand. This works, but I do not get a rating and normalized value as I get for the out of the box Strategic Alignment metrics category (type assessment). 

How can I setup the calculation for my custom metrics so I get a rating?

[phil_bool_unifi · Accepted solution]

That scoring calculation is done by the logic in the Assessment Metric record.  Below is a screenshot from the 'Size' metric that's part of the standard demand assessment:  In the 'Field Type' tab, there is script that sets a variable called 'actual_result', which returns the result back to the 'Assessment Results' record, and in turn to the Demand itself. 

If, however, you're using a range of different scoring frameworks for your records, you may benefit from looking at SPM Pro's Strategic Planning Workspace.  The scoring framework that's offered there gives a far easier way of scoring demands by numerous different frameworks.  Feel free to reach out to me if this is something you'd like support with.