Using Scoring Models

Objectives

After completing this lesson, you will be able to:
  • Create a scoring model.
  • Apply a scoring model for a portfolio item.

Scoring Models

Scoring models are used in PPM for two different purposes. Scoring models can be used as a field service to derive the value of fields (such as the probabilities of technical success or the assessed project risk) from the values of other fields. You can apply scoring models for portfolio items or initiatives.

Scoring models can also be used in reviews to compare and prioritize various portfolio items based on defined fields and their scoring. This lesson deals with the use of scoring models as a field service for portfolio items.

Scoring Model Creation

Sample scoring model, as described in the following text.

The preceding video shows a simple example of a scoring model. You want to derive the value of the Derived Risk field in portfolio items from the probability of technical success and the respective development costs of the items.

You must define a scoring model in SAP Portfolio and Project Management Customizing, which contains both fields (scoring model attributes) Probability Technical Success (PROBT) and Development Cost (COSTD). The probability of technical success is more important to you for assessing the risk than the development costs. Therefore, you give the attribute PROBT more weight than the attribute COSTD.

Define intervals for each attribute and assign scores to these intervals. For example, if the probability of technical success is between 0 and 25, there is a high risk; therefore, you assign a score of 100 to this interval. If the probability is between 26 and 50, the risk is somewhat less; therefore, you assign the interval a score of 90.

Define intervals and scores for the development costs in the same way. COSTD is a currency-dependent field; therefore, specify the relevant currency for the intervals. To use the scoring model as a service for the Derived Risk field, the field configuration of this field must allow the service Scoring model.

The PPM administrator assigns the scoring model defined in Customizing to the portfolio item Derived Risk field at the level of the parent portfolio bucket in the section Field Service Configuration.

Create a Scoring Model

Business Example

You want the system to automatically derive the upper limit of the project risk for your software project from other field values in the corresponding portfolio items. For this, you want to define a suitable scoring model in Customizing for PPM.

Define a new scoring model in Customizing for PPM that you want to use later to derive the upper limit for the project risk from the probability of technical success and the development costs of the relevant portfolio items. Check whether the global field configurations allow an assignment of scoring models to the Derived Risk field.

Scoring Model for a Portfolio Item

Sample scoring model result, as described in the following text.

To start the scoring model, choose the icon after the corresponding field in the portfolio item. The preceding figure shows the result of a scoring. The outcome in the example is a result of the total scoring of COSTD and PROBT, weighted accordingly with the weight of the relevant attribute, and divided by the total of all weights.

Apply a Scoring Model for Portfolio Items

Business Example

You want the system to automatically derive the upper limit of the project risk for your software project from other field values in the corresponding portfolio items. For this, you defined a suitable scoring model in Customizing for PPM.

To derive the upper limit of the project risk using your scoring model, you must first assign your scoring model to the Derived Risk field as a field service.