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‎04-11-2025 12:13 AM
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
Solved! Go to Solution.
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‎05-08-2025 04:31 AM
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.
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‎05-14-2025 08:26 AM
I looked at it and this would be a good solution, unfortunately we do not own Strategic Planning and I see it is not for free.