This article is about how the risk (score_risk), value(score_value) and size(score_size) are calculated in a Demand, if you are interested on how they are calculated in a Project please click on this article

In Demand / Portfolio Workbench the portfolio Manager can decide to approve a Demand depends on 3 specific scores:

1. Size (score_size field) is calculated from T-shirt Size (if you don't get exactly those values modify the min value of the size metric to be 0, see the bottom of the article)(*) :

2 if S

4 if M

6 if L

8 if XL

10 if XXL

2. Value (score_value field) is calculated as (*)

a. Impact (60%)

1 if 3-Low

5 if 2-Medium

10 if 1-High

b. Financial Return (40%):

10 if Financial Return >$1M

9 if $750K< Financial Return < $1M

8 if $500K< Financial Return < $750K

6 if $250K< Financial Return < $500K

4 if $100K< Financial Return < $250K

2 if $50< Financial Return <$100K

1 if $0< Financial Return <$50K

3. Risk(score_risk field) is assessed by stakeholders (1-10) (*)

a. Time Delay (20%) Question: Is this susceptible to time delays?

b. Business Case (15%) Question:Does this fulfill a compliance & regulatory requirements?

c. Business Expansion (20%) Question: Does this require additional infrastructure or business expansion?

d. Commitment (20%) Question: Does this contain significant dependencies?

If you want to know more about the assessment process please read this article

Risk, Value and Size are used to calculate the Demand Score as described in this article

All the Metric types can be described in Assessments → Metric definition → Types

All the Metric Categories associated with all the Demands are described in the Demand Record (select Demand)

For each Metric Category we define 1 or more Assessment Metrics.

Here you can find the description on how they are calculated and also modify them if needed.

(*) All the metrics OOB have a scale of 1 - 10, but can be changed. To have the results as expected you should change the scale from 0 - 10, modifying the Min value from 1 to 0.

To download the related powerpoint please click here