Manage Performance Assessment Descriptions

Use this screen to view and maintain performance assessment descriptions that you can use to evaluate contracts.

If you have multiple companies, you can set up and maintain performance assessment descriptions in any company and use them across all companies. The assessment code and description, however, must be unique in a single Costpoint database.

Each code has a corresponding description that helps you assess the contract in various areas, such as quality of product or service, schedule, cost control, management, and regulatory compliance. You can assign these codes to assessment formats on the Manage Performance Assessment Formats screen. When the format is selected on the Performance Assessment tab of the Manage Contracts screen, the assessment descriptions assigned to the format display on the Assessment Details subtask on the same tab. You can then rate the contract on each assessment description by selecting a rating code, which has a corresponding score that ranges from 0 to 10 (with 10 representing exceptional performance).

There are 6 system-defined assessment codes on this screen, but you can also add your own. You can create multiple assessment criteria or even structure them as questions to help you better gauge contract performance.

You cannot delete Costpoint-defined codes. You can delete user-entered codes only if the format associated with them has not been used in any performance assessment in contracts, or the codes are not assigned to any assessment format at all. Similarly, you can modify system- and user-defined descriptions only if the format associated with them has not been used in any contract performance assessment.

Note: This application is available only if you are licensed for CRM & Contracts.