Capital Budgeting - Using Priority Ranking

Using priority ranking allows requesters to give capital budget owners more significant insight into how to prioritize upcoming projects. Priority ranking is separate from your scorecard settings. Scorecard settings look at specific criteria based on your strategic goals, while priority ranking allows you to include other, often intangible, factors.

Note: Both priority ranking and scorecards require a paid Capital Budgeting subscription.

• After creating your capital requests, navigate to the Priority Ranking tab. 
  Note: Only capital budgeting requesters have access to the Priority Ranking tab.
• On the left side of the screen, you’ll see a list of all of your unranked capital requests.
• Drag requests from the Unranked Requests box and drop them in the Ranked Requests box along the right. You can reorder your requests as necessary.
• In the Request Manager tab, you can confirm the ranked order of your requests in the Priority Ranking column.

Need a Bit More Help with Priority Ranking? 

Learn more with this video: Priority Ranking.