To Rate a Finding:

  1. Navigate to the "Value Planning" menu

  2. Select the "Findings" sub-menu

  3. Select a Finding to be rated

  4. Select the "Impact" tab within a Finding

  5. Use the sliding scale to rate each factor.

Level of Effort

Users can rate a Finding based on the level of effort required. A lower score implies the Finding will be easy to solve, and a higher score means the Finding will be more challenging to solve.

  • 1-2 = Low

  • 3-4 = Medium

  • 5-6 = High

Financial Impact

Users can rate a Finding based on its financial impact. The financial impact can be scored on a scale of -3 to 3.

  • -1, 0, +1 = Low

  • -2, +2 = Medium

  • -3, +3 = High

Confidence In Assessment

Confidence in assessment refers to the user's level of comfort with their level of effort and financial impact ratings. Users can use their confidence score as an indicator for which Findings to address first.

  • 1-2 = Low

  • 3-4 = Medium

  • 5-6 = High


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