Page History

Your Access to Quarterly Assessments (Editing)

Your ability to create or edit Quarterly Assessments is role-dependent:

• Office Admin or Office Project Editor: You can view and edit all assessments for your office.
• Assigned Project Member: If you are assigned to a project (excluding CO or GMS/CS roles), you can view and edit its Quarterly Assessments.
• All Other Roles: You will have view-only access and cannot create or edit assessments.

STEP 1: Initiate or Re-open an Assessment

• For projects with an Assessment Status of 'New', choose Create to begin the Quarterly Assessment process or Waive to create and waive it simultaneously.
• For projects with an Assessment Status of 'In Progress', select Edit.

STEP 2: Complete the Edit Assessment Page

Clicking Create or opening an In-Progress Quarterly Assessment leads you to the Edit Assessment page.

• Click the APM Indicator (i) icon to view guidelines and thresholds for each health score.
• Toggle the Calculate Score Automatically option:
  • When selected (blue), the tool calculates the Aggregate Health Score based on your entered scores.
  • When de-selected (gray), you can manually adjust the score or waive the assessment.
    • If waiving, you can enter comments, though it's not required.
• Fill out all fields marked with a red asterisk. Default scores for Scope, Schedule, and Cost will be 'Feedback Missing' until completed.
• Additional fields appear only if the current or previous aggregate health score is 'red'. They will not appear if the score is 'green' or 'yellow'.
• Enter Comments explaining your score selections.
  • Be aware that any comments or concerns entered into the CMEI Internal Comments and Concerns field will not be visible in the user memo.

STEP 3: Address APM Data Call Fields

These fields are required for the first Quarterly Assessment of each project.

• If the score was 'red' in the previous quarter or is currently 'red'.
  • Explain why the project's health is 'red'.
  • Describe the most recent steps taken to resolve the situation.
  • Outline the next steps planned to rectify the situation.

Frequently Asked Questions

1. Why do additional fields appear only when the aggregate health score is 'red'?
   Additional fields for 'Edit Quarterly Assessments' are designed to appear specifically when the current or previous aggregate health score is 'red'. These fields prompt you to provide crucial details, such as explaining why the project's health is red, describing recent rectification steps, and outlining next steps to resolve the situation. This focused approach ensures that you only address these issues when they are most critical, streamlining the assessment process when scores are 'green' or 'yellow'.

2. What should I do if the 'Calculate Score Automatically' toggle is not selected (gray)?
   If the 'Calculate Score Automatically' toggle is de-selected (gray), the system will not automatically determine the Aggregate Health Score based on your entered scores. In this scenario, you have the flexibility to manually adjust the score yourself or waive the assessment entirely. If you choose to waive the assessment, you can optionally provide comments explaining your decision, though it is not a mandatory step. This allows for greater control over the score when automatic calculation is not desired.

Related Articles

Assessment Status