Evaluation Matrix Overview

An Evaluation Matrix utilizes evaluation categories and subcategories to assess projects. There is one evaluation matrix per workspace.

Helpful Definitions

Evaluation Categories: User-defined categories that help to assess projects, programs, or ideas in an evaluation matrix and projects or programs in a prioritization matrix.

Evaluation Matrix: Utilizes evaluation categories and subcategories to assess projects.

Evaluation Score: The quantitative score of a project based on the qualitative ranking of projects.

Evaluation Subcategories: Divisions of evaluation categories with assigned ranks, weights, types, and statuses.

Prioritization Matrix: Utilizes evaluation categories and subcategories to assess multiple projects or programs.

Ranks: The rating or position assigned to an evaluation subcategory indicating its relative importance or performance level based on that subcategory's assigned weight.

Weight Percent: The weight percentages for the evaluation ranking.

Evaluation Categories and Subcategories

The evaluation matrix includes evaluation categories, each with their own subcategories. For an Evaluation Matrix to have an Active status, there must be at least one subcategory in each category with a status of Enabled. When all subcategories of a category in an Evaluation Matrix have status Disabled, the Evaluation Matrix will have an Inactive status and will not be usable.

An Evaluation Matrix is inherited from a parent workspace. However, in the inherited evaluation matrix, subcategories can be added, removed, disabled, or their weight adjusted in descendant workspaces. Individual evaluation subcategories can have an owning workspace and are considered a shared data separate from the evaluation matrix. A user with the Edit permission for Evaluation Categories can change the owning workspace for individual evaluation subcategories. This gives users a lot of flexibility in matrix configurations for their workspace.

Subcategory Behavior in Parent and Child Workspaces

Even if a parent and child workspace share subcategories, any changes in the weight of the subcategory in the parent workspace will not update the weight of that same subcategory in the child or any descendant workspaces. When a subcategory is disabled in a workspace, that subcategory is then disabled in descendant workspaces as well. The only way to enable a disabled subcategory is through the workspace where it was originally disabled. You can only delete a subcategory in its owning workspace. Select Used By to see a list of workspaces where the subcategory is currently in use.

Evaluation Matrix Scores and the Prioritization Matrix

Due to the possible independent subcategories and weights depending upon user configuration, the same Evaluation Matrix can result in different scores for two workspaces in the same hierarchy. Multiple project evaluation scores can be compared in the Prioritization Matrix, allowing you to prioritize and select the right project to pursue according to your company’s requirements and standards. See Prioritization Matrix for more information.