Creating or modifying decision matrix questions

If enabled for capital project plan files, the Decision Matrix Input Table driver presents users with up to 20 drop-down multiple-choice questions. You assign weighted scores to various responses to help with prioritization of requests. Think of this table as the pillars of your organization.

To create or modify decision matrix questions:

1. From the Axiom Capital Planning home page, click Edit Drivers.

   NOTE: To access this location from the Cap Planning Admin task pane, in the Administration section, click Capital Planning Drivers, and double-click Capital Planning Drivers.

   

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2. From the Configuration tab, click Decision Matrix Input Table.

3. To view a specific question, in the View drop-down, select the question to display.

4. Complete the following:

   Option	Description
   Enable for Template Group	Select in which template groups to enable the questions.
   Enable for CP or CT?	Select to enable the question for Axiom Capital Planning only, Axiom Capital Tracking only, or for both.
   Required for Save?	Do one of the following: To require users to complete the questions before they can save the plan file, click the toggle to Yes. To allow users to save the plan file without answering the question, click the toggle to No.

5. In the Include column, select the check box to display the line item in the matrix drop-down.
6. In the Description column, type the question or response text to include in the plan file.
7. In the Score column, type the numeric value to assign to the response.
8. To add mores responses, click the + Add Response, and complete Steps 5-7.
9. After making your changes, in the upper right corner of the page, click Save.
10. At the confirmation prompt, click OK.

If you are making changes to this driver, make sure to process the plan files to propagate your changes.