Manage an Item's Weighted Scores

Learn how to add, edit, and delete a Weighted Score from an Item.

A Weighted Score is a tool your organization can use to calculate an objective, quantitative value for prioritizing (or giving a score) to Items. It is calculated using the values given to certain Weighted Attributes on the Item.

The weight of each of the Weighted Attribute's values, the calculation used to combine each Weighted Attribute into one Weighted Score, and the availability of Weighted Scores on various types of Items are highly customizable and have been configured by your organization. Depending on its configuration, a Weighted Score may be added to some Items automatically when they are created while others will need to be added manually after creation.

Who can manage an Item's Weighted Score?

If a Weighted Score is available on an Item, it can be added, edited, or deleted by certain people.

By default, anyone who can view and edit the Item can manage any of its Weighted Scores. However, your organization may have configured a Weighted Score such that only people with a certain Role or who are in a certain Location can manage it.

Only the following people can view an Item:

• Anyone on the Item's Team.
• Potentially anyone on the parent's Team.
• If the Item is not private and not in the New status, anyone with the "View" permission for Items in its Location(s).
• If the Item is private, anyone with the "View Private" permission for Items in its Location(s).
• If the Item is in the New status and is not private, anyone with the "View New" permission for Items in its Location(s).

Only the following people can edit an Item:

• Anyone on the Item's Team except for Followers or Participants.
• Anyone with the "Edit" permission for Items in the Item's Location(s).
• Anyone with the "Assign" permission for Items in the Item's Location(s).

Add a Weighted Score to an Item

To add a Weighted Score to an Item, open the Item with which you want to work, then:

• Click Add in the top right corner of the page.

• Hover over Scores in the resulting drop-down menu and a secondary drop-down that lists all available Weighted Scores will open.
• Click the name of the Score you want to add and the Weighted Score's window will open.
  • If this Weighted Score is calculated from one or more Weighted Attributes, those Attributes will be listed.
    
    • For each Attribute, expand the associated drop-down to select the appropriate value.
    • Click Save. The Weighted Score will be added to the Item.
  • If this Weighted Score is calculated from one or more other Weighted Scores, a confirmation window will open.
    
    • Click Save. The Weighted Score will be added to the Item. If the Weighted Scores needed to calculate this Score's value have not yet been added, its value will be listed as "N/A."

Edit an Item's Weighted Score

To edit a Weighted Score, open the Item with which you want to work, then:

• Locate the Scores panel — the panel listing any Weighted Scores that have already been added to the Item.
• Hover over the Weighted Score you want to edit so that it is highlighted blue.
• Click the pencil icon that appears to its right.

• The Weighted Score's window will open. Each Attribute used to calculate the Score will be listed.
  
  • For each Attribute, expand the associated drop-down to select the appropriate value.
  • Click Save. The Weighted Score will be recalculated and updated.

Delete a Weighted Score from an Item

When you delete a Weighted Score, any associated Weighted Attribute values will be cleared and the Score will be removed from the Item.

To delete a Weighted Score, open the Item with which you want to work, then:

• Locate the Scores panel — the panel listing any Weighted Scores that have already been added to the Item.
• Hover over the Weighted Score you want to edit so that it is highlighted blue.
• Click the x icon that appears to its right.

• In the resulting confirmation window:
  • Click the I understand this cannot be undone checkbox to confirm.
  • Click Delete.