This article is intended for: Editors of the Capital Budgeting module.
Use this article when: Creating or editing Request Forms.
To enable the scorecard feature, first, navigate to the Request Manager tab of the Capital Budgeting module. Then, select the Scorecard Settings sub-header.
ClearGov provides a standard set of scorecard criteria that you can modify to meet your needs.
- Edit Criteria - Select the Edit icon to change the criteria title or description.
- Set Criteria Weight - Change the weight of a given criterion to give it more or less relative importance.
- Add New Criteria - Add a new criterion using the Add Criteria button in the upper right-hand corner of the table. Give the criterion a title and a description, and then assign a weight.
- Point Scale - Determine whether to use a five-point, ten-point, or 100-point scale. This scale determines the number of points a requester can assign.
- Enable Scorecard - Enable the Scorecard in the upper right corner. Once enabled, your scorecard appears as a panel in every capital request form. In each form, set the panel to mandatory or for finance use only as appropriate.
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