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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Score items in a portfolio plan

Score your items using the Scoring framework attributes that generate a score, that helps in prioritizing and ranking the items in your portfolio plan.

Before you begin

Role required: sn_align_core.apw_user

Procedure

  1. Navigate to All > Strategic Planning > Strategic Planning Workspace.

  2. Select to open the portfolio plan for which you want to start scoring.

    If you don’t have a scoring framework assigned to your portfolio plan:

    1. Select the more actions icon (
Image omitted: icon-more-actions.png
More actions icon\).
2.  Select **Edit portfolio plan**.
3.  Navigate to the **Add Details** step.
4.  Select a framework for your portfolio plan.

    **Note:** The scoring framework selection is available only for planning items.
  1. Select Scoring.

  2. Enter values for each of the scoring framework attributes.

Image omitted: add-scores.gif
Adding scoring attributes for the RICE scoring framework.
To learn about the scoring framework attributes and the scoring formula, select the information icon \(
Image omitted: Information\_icon.png
Information icon.\) for each of the fields.

Result

The score for each item is populated based on the scoring attribute values and calculation formula.

Note: To generate a final score for a pre-defined scoring framework, all the attributes of a scoring framework need to have values.

Parent Topic:Scoring planning items in Strategic Planning Workspace

Related topics

Scoring in Strategic Planning

Custom scoring frameworks in Strategic Planning