How to... Review step-by-step instructions to configure and use Team Evaluation. Related Topics:Manage Team Evaluation Schemes If you have the PerformanceRating.Admin entity function role, you can create and manage team evaluation schemes via the Administration Zone. Rate Entities As a project member, you can rate entities that are part of your project team via the Team Evaluation tab on certain record types. Usually, a rating scheme involves rating external organizations against projects, but schemes can also be configured to rate contacts, enquiries, and projects. Review Performance Ratings You can review the performance of individual entities, including projects, organizations, contacts, and enquiries. You can also compare ratings globally across multiple entities. Filter options enable you to focus on specific aspects of your supply chain, and you can visualize performance trends over time using the available charting options. Edit a Performance Rating You can edit your own ratings to modify your answers, the submittal date, and the entity it was launched from. If you have the required permission, you can also edit ratings submitted by other users. Delete a Performance Rating You can delete any performance ratings that you have submitted. If you have the required permission, you can also delete ratings submitted by other users. Parent Topic: Team Evaluation HomeDeltek PIM HelpTeam EvaluationHow to...
How to... Review step-by-step instructions to configure and use Team Evaluation. Related Topics:Manage Team Evaluation Schemes If you have the PerformanceRating.Admin entity function role, you can create and manage team evaluation schemes via the Administration Zone. Rate Entities As a project member, you can rate entities that are part of your project team via the Team Evaluation tab on certain record types. Usually, a rating scheme involves rating external organizations against projects, but schemes can also be configured to rate contacts, enquiries, and projects. Review Performance Ratings You can review the performance of individual entities, including projects, organizations, contacts, and enquiries. You can also compare ratings globally across multiple entities. Filter options enable you to focus on specific aspects of your supply chain, and you can visualize performance trends over time using the available charting options. Edit a Performance Rating You can edit your own ratings to modify your answers, the submittal date, and the entity it was launched from. If you have the required permission, you can also edit ratings submitted by other users. Delete a Performance Rating You can delete any performance ratings that you have submitted. If you have the required permission, you can also delete ratings submitted by other users. Parent Topic: Team Evaluation HomeDeltek PIM HelpTeam EvaluationHow to...