Scoring

“Scoring” or assessing the attractiveness of projects is the process of analyzing and evaluating multiple factors that can impact a project’s anticipated value and success. The ultimate goal of determining a project’s attractiveness is to select the most promising and likely investment proposal that will deliver the intended benefits.

Assessment of the project scoring

First scoring assessment for the project

You need to create at least one scoring form to assets a scoring.

Learn how to create a scoring form: Create a scoring template

1. Go to the Scoring tab in the project.
2. Click the ‘Select scoring template’ field.
   A window will open showing a list of scoring templates.
   
3. Choose the scoring template you want to assign from the list.
4. Click the Save button.
   The assigned template’s name will appear in the Scoring Template field.

Assessment of the project with an existing scoring

1. Go to the Scoring tab in the project.
2. Click the Scoring template field.
3. Select a new scoring template from the list.
4. Click Save.
   The new template’s name will be displayed in the Scoring Template field.

Notify respondents to perform scoring

1. Assign a scoring template to the project.
   

   Learn how to assign a scoring template to a project, Assigning scoring to a project.

   You have assigned the scoring template to the project. The Scoring Template field displays its name.

2. Click the Update Required field and set a deadline for the respondents to submit their evaluations.
3. Optionally, you can check the ‘Change the status of all assessments to: not updated’ toggle. This will reset all previously submitted assessments and send email notifications to all respondents.
   

   Remember: If you don’t check the Change the status for all assessments to not updated option, only respondents who haven’t submitted their assessment will receive email notifications.

4. Click Save button.
   Respondents will be notified when the grading due date is updated.
   Learn more: Notifications, Scoring update notifications

Submission of project scoring

1. Go to the Scoring tab in the project or via the email link.
   The assigned scoring template’s name will be visible.
2. Select your username in the Evaluator section to open the Evaluation window.
3. For each question, choose a grade from the drop-down list.
4. Click Save and Update button.
   Your grade will be saved and confirmed by a green marker with the date next to your username.
   

Archive responses

1. Open the project and go to the Scoring tab.
   You’ll see the name of the assigned scoring template.
2. Click the Archive button to open the scoring archive window.
3. Optionally, you can rename the archived scoring.
4. Click Archive again to finalize the archiving process.
   You can view the archived responses by selecting the archived scoring from the list in the ‘Displayed Scoring’ section.