- In the left navigation panel, expand Configuration and click Evaluation Types.
- Click the Evaluations root node of the explorer.
- Click
New > Create New Evaluation Type and define the evaluation type: - Name: Enter a name that is easy for users to understand.
- Short Name: Enter a short name with up to 5 characters for the evaluation type to display in small labels for graphic visualizations.
- Technical Name: Enter a unique technical name for the evaluation type that has no whitespaces or special characters.
- Description: Add a description to inform other users about the purpose of the evaluation type. The description is displayed as a tooltip in the Evaluation view.
- Visualization tab: If the evaluation type has been added to a content repository, select a widget in the Indicator Group Widget field to generate a grouped card. Configure cards to display indicators in content areas
- Is Global: Set the checkmark if the indicator types of the evaluation type are global indicators and computed via object-independent computation rules.
- Add to Content Repository: Set a checkmark to add a card displaying multiple indicators of the evaluation type to the content repository. All other attributes in the tab are only relevant if this checkmark is set.
- Indicator Group Widget: Select one of the card templates with a name containing the word 'MultiValue'. Configure cards to display indicators in content areas
- Widget Title: Enter a text that shall be displayed as title in the card. If you do not enter a text, the evaluation type name is displayed as card title.
- Description to Display: Select Default Text to display the description defined in the Basic Data tab for the evaluation type in the card. Select Override Text to display the text defined in the Override Text for Description field.
- Override Text for Description: Enter a text that shall be displayed as description in the card. The text will only be used if you have set the Description to Display attribute to Override Text.
- Icon GalleryThe definition of an icon gallery is currently not applicable.
- User Profiles tab: If you select user profiles in the list, all indicator types of the evaluation type will only be available in the selected user profiles. If you do not select any user profiles, the indicator types of the evaluation type are available in all user profiles.
During configuration of the indicators for the evaluation type, you can restrict the evaluation type to the Portfolio Admin user profile and test them in the architecture information sections in this user profile. You can later remove the restriction to make the evaluation type available for more user profiles.
