Manage Score Configuration

Edit online

◆ Applies to: Apptio planning applications with Project Financial Planning. The tasks below require you to license Project Financial Planning. To enable Project Financial Planning features, see Edit the Company Profile.

The tasks below can only be performed by users assigned to the Admin or Budget Process Owner roles. For additional information on roles, see Frontdoor permissions and roles.

Watch this video from Apptio Education Services: Configuring Reference Data: Project Financial Planning Dimensions.

Or see all Apptio planning video and training resources.

Manage Score

The Score data table defines the Score value applied to projects when the Enable Project Auto-Scoring option has been enabled. See Edit the Company Profile. The Score value is calculated using the Score data dimensions you specify. Each row of the Score data table constitutes a clause of the formula. The formula uses the following values that you set per attribute:

  • Normalization Factor - A number used to adjust large-attribute values to a usable range.
  • Weighting - The relative contribution of the attribute. A weighting of less than 1 reduces the attribute's contribution. 1 has no effect on weighting, and greater than 1 amplifies the relative contribution.

For example, the following Score data:

Attribute Normalization factor Weighting
Risk 2 2
Priority 1 3

Results in this Score formula:

Score = 4/5 + 3/5
          = 7/5 = 1.4

To manage Score:

  1. In the left-hand navigation pane, select Configuration > Score
  2. Update the dimension values as required. You can specify each clause of your Score formula per row:
    • Attribute - Select the Project dimension for which you want to define the Score clause. Supported dimension types include: Boolean (True value equals 1 and a false value 0), Number, Integer, Enum (the ordinal equals the value where first item equals 1, second 2 and so on).
      Note: Memo, String, and Date dimensions are not allowed for attribute dimensions in Score.
    • Type - This is the data type of the selected attribute.
    • Normalization Factor - Enter a numeric value.
    • Weighting - Enter a numeric value.
  3. Click Publish to make the data available in planning and spend management.
Tip: When viewing the Score in project data tables, (in the Summary view, for example) you can do the following:
  • Replace a calculated Score with a manually entered numeric value.
  • Replace a manually entered value with the calculated score. To do so, click the Revert Project Score icon next to the Score value.