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Locating a Scorecard

The scorecards that have been added to a Contract, Company, or Project Profile are stored in the Scorecards screen, which is linked to the Profile. The browse screen displays both completed and pending scorecards, and also provides the current rating for the contract, company, or project as a percentage (0-100%). However, not all profiles contain the same scorecards since an Administrator can impose restrictions that control access to a scorecard based on the group and/or type a user assigns to the contract, company, or project in their Profile screen. 

   Although the Contract Profile is used in the steps below, the same steps also apply to locating a scorecard in a Company Profile and Project Profile.

1.  Open a Contract Profile to view the pending and completed scorecards that have been added to the profile.

Pending scorecards have no value in the Score field, while a scorecard that has been completed by at least one person displays a value in the field.

2.  In the Links section of the Profile screen, click the Scorecards link.

3.  In the Scorecards screen, locate a scorecard by scrolling through the list, or clicking on the NameDescription, or Score header to change the sort order of the information.

4.  Click on a scorecard record to display its Profile screen.

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