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Conga Support

Adding a Scorecard

This page applies to: Conga Contracts

A user with the appropriate permissions can add a scorecard to a Contract, Company, or Project Profile to capture performance in one or more areas.  Once a scorecard is added to a profile, a record displays in the Scorecards screen.  On the date provided, Conga Contracts sends an email to the people selected, asking them to complete the scorecard by clicking a link in the email, which directs them to the Conga Contracts Portal.  As individuals complete the scorecard, the Score field in the record will automatically be populated.  The field will continue to be updated based on an averaged calculation of all completed scorecards.

  Although the Contract Profile is used in the example below, the same steps also apply to adding a scorecard in a Company Profile and Project Profile.

1.  Open the Contract Profile that needs the scorecard.

2.  In the Links section of the Profile screen, click the Scorecards link.

3.  In the Scorecards screen, click Add Scorecard in the toolbar.

4.  In the Assign Scorecard dialog box:

  • Make a selection in the Scorecard list.
  • Enter the date you want the scorecard to be available for completion in the Start Date field, or click and use the pop-up calendar. 
  • Click  in the Members field to display the Address Book.
    • Select those you want to complete the scorecard, including individual users, company people, external people, and distribution lists.
      • Use the Search option to locate a person or distribution list, or scroll/page through the Address Book.
    • Click Submit.
  • Click Save.

Assign Scorecard.png