Using Questionnaires

Objectives

After completing this lesson, you will be able to:

Create a questionnaire.
Apply a questionnaire for a portfolio item.

Questionnaire

Portfolio item fields, such as the probabilities of technical success or the assessed project risk are important criteria for the assessment or comparison of portfolio items. It is difficult to manually enter a numerical value directly in these fields, and without additional details, it is difficult to trace this later.

Using questionnaires, you can derive the values of these fields from qualitative standardized criteria and analyze the derivation of the field values later, instead of entering the values manually.

Hint

Questionnaires can be created for fields in portfolio initiatives and decision points, as well as for fields in portfolio items. The procedure is exactly the same as for maintaining questionnaires for portfolio items. This lesson focuses on questionnaires for fields of a portfolio item.

Questionnaire Creation

Questionnaire assessing software projects' resource needs and employee qualifications, with weighted scoring for each response option.

A questionnaire is a list of questions that you can define in Customizing for SAP Portfolio and Project Management (PPM). You can group the questions into question groups.

You can define several possible answers for each question and determine whether the answers are displayed as radio buttons or a dropdown box.

If you want a question in the questionnaire to be compulsory, flag the question as mandatory. In Customizing, assign a weight to each question in the questionnaire, and a scoring to each answer. When the questions of the questionnaire are answered, the system determines a total value from the scoring of the answers and the weight of the respective questions; this total value can then be transferred as a field value.

Assignment of the Questionnaire to a Field in a Portfolio Item

After you define a questionnaire in Customizing for PPM, assign it to the field in which the questionnaire is available. To do this, the field service questionnaire must be assigned to the field in the field configuration.

The PPM administrator assigns the questionnaire to a field of the portfolio item at the level of the portfolio bucket, which is directly superior in the section Field Service Configuration. In the section Field Service Configuration, the system displays only fields with a Field Service Configuration that allows a corresponding service.

Create a Questionnaire

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Business Example

You want to use a questionnaire in SAP Portfolio and Project Management (PPM) for determining individual criteria to assess the probability of technical success of your software project. For this purpose, you want to define a suitable questionnaire in Customizing for PPM.

In Customizing for PPM, create a questionnaire for portfolio items that you will use later to determine the probability of technical success of your software project. Check whether the corresponding field service is enabled for the probability of technical success field.

How to Create a Questionnaire for Portfolio Initiative Fields

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Questionnaire for a Portfolio Item

The preceding figure displays how a questionnaire can look in SAP PPM. In this example, the options for the first question are displayed as radio buttons, and the options for the second question are displayed as a dropdown box. The outcome of the questionnaire is the value for the field Probability of Technical Success. It is a result of the total scores of the individual answers, weighted correspondingly with the weight of the questions, and divided by the total of all weights.

Using the Questionnaires link, you can view all filled questionnaires for a portfolio item. With this, you can analyze when and by whom the questionnaires were last answered, and how the results are composed from the scoring of the answers and the weights of the questions.

Apply Questionnaires for Portfolio Items

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Business Example

You want to use a questionnaire in PPM to determine the individual criteria to assess the probability of technical success of your software project.

As an PPM administrator, assign the questionnaire that you defined earlier to the Probability of technical Success (PROBT) field at portfolio bucket level. Then, use the questionnaire to assess the probability of technical success for two of your software projects.

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