Score items in a portfolio plan

task australia Updated Sep 10, 2026 1 min read score-planning-items.md
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Score your items using the Scoring framework attributes that generate a score, that helps in prioritizing and ranking the items in your portfolio plan.

Before you begin

Role required: sn_align_core.apw_user

Procedure

  1. Navigate to All > Strategic Planning > Strategic Planning Workspace.

  2. Select to open the portfolio plan for which you want to start scoring.

    If you don’t have a scoring framework assigned to your portfolio plan:

    1. Select the more actions icon ([Omitted image "icon-more-actions.png"] Alt text: More actions icon).

    2. Select Edit portfolio plan.

    3. Navigate to the Add Details step.

    4. Select a framework for your portfolio plan.

      Note: The scoring framework selection is available only for planning items.

  3. Select Scoring.

  4. Enter values for each of the scoring framework attributes.

    [Omitted image "add-scores.gif"] Alt text: Adding scoring attributes for the RICE scoring framework.

    To learn about the scoring framework attributes and the scoring formula, select the information icon ([Omitted image "Information_icon.png"] Alt text: Information icon.) for each of the fields.

Result

The score for each item is populated based on the scoring attribute values and calculation formula.

Note: To generate a final score for a pre-defined scoring framework, all the attributes of a scoring framework need to have values.

Parent Topic:Scoring planning items in Strategic Planning Workspace

Related topics

Scoring in Strategic Planning

Custom scoring frameworks in Strategic Planning

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