Different demand assessment based on the demand portfolio

annetirez
Tera Contributor

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

1 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.

phil_bool_unifi_0-1746703898103.png

 

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5 REPLIES 5

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.