1. eCPIC Scoring Quick Guide: Scorecards (1) Enter a name and description that defines the purpose of your scorecard. For example: Agency CIO Rating Evaluation (2) When scoresheets are averaged, how should eCPIC treat blank entries? As zero’s (which would lower the average score), or should it ignore them? (3) All scoresheets use Red-Yellow-Green designations. Set the scores that will determine color boundaries. (4) Will the overall score be a sum of the component score fields or a custom equation? (5) Data fields are the substance of scorecards. They are the components that generate scores. Select the data fields you want to include in the scorecard, then click the “Assign Fields” button above. “Integer” and “Decimal” field types can be assigned as scoring fields. (6) Set the numerical boundaries that will determine Red, Yellow, or Green scores for each data field. You can also weight fields differently according to their importance. Scorecards are the frameworks, or templates, that eCPIC administrators create to score investments for a particular purpose. To create a new scorecard, enter the admin module and use the menu bar to navigate to Investments > Manage Scorecards. Click the “New Scorecard” link which will open the page shown below: (7) Leave Auto Score blank if you want to score the field manually in the scoring module. Otherwise, check the Auto Score if you want the field’s value from the investments module to determine its score. (8) Remember to save your work early and often!

2. eCPIC Scoring Quick Guide: Scoresheets (1) Enter a name and a description that defines the purpose of your scoresheet. For example: Portfolio Liaison’s Input for Agency CIO Rating (2) Select the investments you want to create scoresheets for. You can select multiple investments at the same time. (3) Click the Save button to create your scoresheets. eCPIC will automatically calculate the overall score and the color status of the scoresheet, based on the parameters established by the scorecard. Once you have created a scorecard template, you can begin scoring investments by creating individual scoresheets. You can even create multiple scoresheets for the same investment (which is useful if you want to collect scores from multiple stakeholders). To create a new scoresheet, enter the scoring module, and click on the scorecard you want to use. Click the “New Scoresheet” icon ( ) in the menu bar, which opens the page shown below: You can rate each scoring field on the scoresheet, and provide rationale comments. Remember to save your work when you are finished! With scoresheets, you can now begin scoring investments. Enter the scoring module, and click on your scorecard once again. Then click on the desired scoresheet. You can provide overall comments about your ratings here.

3. eCPIC Scoring Quick Guide: Authoritative Record and Dashboard eCPIC’s authoritative record page has many uses: consolidating the results of multiple scoresheets that may exist for the same investment, setting score fields that have been placed in a process of the investments module, or setting scores for the scorecard dashboard. To set the authoritative record, enter the scoring module and open one of the scorecards. Click the “Authoritative Record” tab at the top of the window, then use the dropdown menu on the page to select the desired investment. This will open a table similar to the one below: Each investment’s authoritative record scores are displayed on the dashboard. Remember to save your work when you are finished! Once the authoritative record is set, you can compare scoresheets in the scorecard dashboard. Click the “Scorecard Dashboard” tab at the top of the window. In this case, there are 3 different scoresheets for this investment. You can set the authoritative record to reflect the scores from any of those scoresheets, or to be the average score of all 3. Click any column header to sort the dashboard by rank. Export the dashboard to MS Excel.

4. eCPIC Scoring Quick Guide: Process Integration (Advanced) There are different ways that scoring can be integrated with processes in the investments module. We will look at two of those methods here. First, recall that the fields in scorecards are just like other data fields that you create for custom processes. As such, these fields can be included directly into a process. (1) Select the scoring fields you want, then click the “Assign Fields” button to associate them with this subsection. Another method of scoring/process integration is called “inline scoring”. We use this when we want to evaluate a set of data fields to determine a score. For example, perhaps we use the Ex.300 Activities table to inform our CIO Rating score. We can attach our CIO Rating field to the Ex.300 Activities table subsection, which allows us to update the scoresheet without jumping between the scoring module and the investments module. To set inline scoring, enter the admin module and use the menu bar to navigate to Investments > Manage Scorecards. Click the “Edit Workflow” link next to the scorecard you desire. On the subsequent pages, navigate to the process subsection that contains the data fields you want to evaluate (e.g.—your Ex.300 Activities table). The example above shows two different ways that score fields can be added to a process. Fields 1-3 were set as “Auto Score” in a scorecard, meaning that users alter the scores here in the investments module, rather than on a scoresheet. Fields 4-6 were not set as “Auto Score”. Those fields can only be updated in a scoresheet, so they appear as read-only in the investments module. (See the Scorecard Quick Guide slide on how to set Auto Score.) Set as Auto Score in a scorecard Not set as Auto Score, appears as read-only in Investments Module (2) Now with the ( ) icon in the investments module, you can open your scoring field while you review the subsection content.

5. eCPIC Scoring Quick Guide: Custom Calculations (Advanced) Custom calculations can help you leverage the full potential of scoring in eCPIC. Here are two examples: As another example of scoring with custom equations, suppose your CIO wants to include cost variance as a component of the CIO investment rating. You can create a field that automatically generates a score based on the investment’s cost variance. Create a new data field, setting the field type to ‘Integer’ and setting the input control to ‘Custom Calculation’. When you save the page, eCPIC will prompt you to select the data fields that you want your custom equation to reference. Select the data field titled “Project Summary: Cost Variance Percent (CV%) = ((CV/EV) x 100%)”, which is the investment’s cost variance as reported on the Project Summary page. This field now becomes a variable in your custom equation with the name “Var001”. Next, type in your custom equation, which could look like this: IF(ABS(Var001)<=10; 5; IF(ABS(Var001)<=25; 3; 1)) This equation generates a score of ‘5’ if the investment’s cost variance is within +/- 10%, generates a ‘3’ if the variance is +/- 25%, and generates a ‘1’ if the variance is beyond 25%. Add this field to your CIO rating scorecard, set the green and yellow boundaries to 5 and 3, and check the “Auto Score” button. Consider a scorecard for a CIO’s investment rating. In this example, three score fields make up the overall rating: Budget Management, Risk, and Performance. The overall boundary for a green score is 13 points. Perhaps the CIO declares that if an investment does not receive a green score in Budget Management, they cannot receive a green rating overall (that is, the highest score they can receive is a 12). In this case, you could change the ‘scoring algorithm’ on the scorecard page, and set it to a custom equation. When you do this, you will see that eCPIC automatically assigns variable names to the fields in your scorecard. The variable names will look like “Var001”, “Var002”, “Var003”, etc. If the Budget Management field is Var001, your custom equation would look like this: IF(AND(Var001 12); 12; Var001+Var002+Var003) This equation states that if Var001 is less than 5 (i.e.—not green), then the highest possible overall score for the investment is a 12. Otherwise, if Var001 is green, the overall score is simply a sum of all three score fields. Now your cost variance will automatically generate a red, yellow, or green score each month, and this score will be incorporated in your CIO rating.