Prerequisite

• Access to the Configuration > Initiative: Evaluation method (PF024) menu.

Overview

The evaluation method in SoftExpert Portfolio allows you to define criteria to evaluate the registered initiatives. This makes it easier to select the most suitable initiatives and prioritize them according to the organization’s objectives.

See below how to add an evaluation method:

Add evaluation method

Watch the video below to learn how to add an evaluation method:

Conclusion

Once an evaluation method has been registered, it will be necessary to add and associate scenarios and the evaluation method with the narrative type.