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Who can use this feature?
- Users with access to Work Management (TDNext) and the Portfolio Planning application can view this report.
- Available on TDX Work Management
The Top Scored Requests Report is a Portfolio Planning application report that displays the scored project requests sorted by highest score to lowest score.
- To be included in this report, a project requests needs to have been evaluated and scored.
- This report is commonly used to assist in project request evaluation and decision making for prioritizing projects.
Viewing the Top Scored Requests Report
To view this report:
- In the Work Management Toolbar, click View Applications.
- Click the Portfolio Planning application tile.
- Under the Standard Reports section of the navigation menu, click Top Scored Requests.
- (OPTIONAL) Adjust the report criteria as needed.
- Acct/Dept(s)
- Types(s)
- Priority(s)
- Page Size
- Budget (minimum/maximum)
- Click Run Report.
Clicking the Request name opens the related project request in a new Work Management platform tab.
Calculations
Here are the calculations that the Top Scored Requests reports makes:
- Score = (Project Request Criteria Value / Project Request Criteria's Max Value) x (Project Request Criteria's Percent Of Value)
- This calculation is done for each project request criteria, then these values are totaled to get the Score value.
- Project request criteria and values are defined in TDAdmin and set in the project request Scorecard section.
- IRR (Internal Rate of Return) = i that occurs when NPV is set to 0.
- ROI (Return On Investment) =
- Vi is the initial investment, or the cost, of the project request while Vf is the final value of the investment, or the project request estimated income per period multiplied by the number of project request periods.