Fill out a smart assessment for a demand

task brazil Updated Oct 5, 2026 1 min read fill-out-a-smart-assessment-ppw.md
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Answer your assessment questions so your input counts toward the demand's score, helping it move through qualification without waiting on a manual review.

Before you begin

Role required:

  • sn_smart_asmt.actor to fill an assessment
  • sn_smart_asmt.assessment_reader for view-only access

About this task

Smart assessments are available at a demand level and the entire demands module level. Use the module level Smart Assessments menu item to view all assessments assigned to you across demands. Demand managers can view all assessments assigned to users but can't make any edits.

Procedure

  1. Navigate to Workspaces > Portfolio Planning Workspace > Smart Assessments.

    [Omitted image "demand-smart-assessments-l1.png"] Alt text: Smart assessments for all demands.

  2. From the Smart Assessments list, select the assessment instance you want to open.

    The form displays the assessment questions and any answers already filled in.

    [Omitted image "demand-smart-assess-questions.png"] Alt text: Predefined smart assessment questionnaire for a demand.

  3. If you have access to fill in the assessment, answer the questions.

  4. Select the All Questions drop-down list to filter the questions in the assessment.

    [Omitted image "demand-smart-assessment-question-filter.png"] Alt text: Filter questions using the filters under All Questions.

  5. Use the Next and Previous options to navigate between sections.

  6. Select Save.

Result

After every stakeholder on the demand has completed their smart assessment, the scores populate onto the demand and the demand moves automatically to Qualified.

[Omitted image "demand-assessment-score.png"] Alt text: Assessment data on a demand post screening.

Keywords fill smart assessmentanswer assessment questions
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