Working with the Cerri Scorecard (v10.xx)

Gates are critical decision points in a project and require careful assessment. It is common for organizations to hold a gate review meeting where a set of success factors are evaluated to determine the appropriate course of action. The scorecard form available in Cerri Project captures the score for each success factor. These factors can differ for each tollgate and may reference documents or records attached to the project.

Once the phase review process setup is completed, you can populate the scorecard in your project template.

Open any gate, and under the «Setup» tab, click on the «Add New» button to add success factors.
Click on the pencil icon to build a link to the reference document used to assess success factors.

General section

Fields Use

Score card evaluation Identifies the evaluation system used for each success factor to type compare actual values vs. target score.

- Average: Success factors are satisfactory to move to the next step if the average score is equal to or greater than the average target.

- All reached: All success factors are equal to or greater than their defined target scores to proceed.

- Manual: No automated evaluation is built in; the decision made manually by the user.

Evaluation result Indicates whether the entered scorecard values meet the reached? target score based on the chosen evaluation system. This is automatically

computed if the field [score card evaluation type] is set to "Average" or "All reached".

- "Average": A "Yes" is triggered if the [Average score] is equal to or greater to the value found against [Average score criteria].

- "All Reached": A "Yes" is triggered if all of the actual values are equal to or greater than their respective targets. A ratio is displayed if not all are met (e.g., 2/7 means 2 out of 7 targets are reached).

- "Manual": A «Yes/No» button is available for manual selection.

- Default value is "No".

Average score of Captures the average score of actual values if the [score card criteria evaluation type] is set to "Average".

Average score Captures the average target score if the [score card evaluation type] is set to "Average".

Add Creates a new row.

Remove Removes a selected row.

Success factors section

Fields Use

# A color indicator (green or red) based on the comparison of actual values vs. target.

- Green: Actual values are equal to or greater than target.

- Red: Actual values are below the target.

Criterion Describes the success factor to assessed.

Target(0-100) Defines the target score to be achieved.

Actual Captures the actual values associated to a success factor.

Reference document Provides a link to a related reference document used in decision-making. process used to come up with the actual value. Example: For the success factor "Market share growth potential," a link can be added to a market research report.

Note Captures any comments.