Create an assessment category

Assessment categories are used with assessment metric types and assessment metrics to generate bubble charts.

Before you begin

Role required: assessment_admin or admin

About this task

The Demand Management application comes with the Demand assessment metric type, five assessment metric categories, and assessment metrics. From the Assessment Categories section of the application menu, you can modify existing assessment categories and create ones.

Procedure

  1. Navigate to Demand > Settings > Assessments.
  2. Click Create New to create a new record.
    Table 1. Default demand management assessment categories
    Category Description
    Size Assesses demand size relative to the size of other demands.
    Strategic Alignment Assesses how closely the demand aligns with strategic goals of the organization compared to other demands.
    Risk Assesses demand risks compared to other demands.
    ROI Assesses demand return on investment compared to other demands.
    Cost Assesses demand cost compared to other demands.