Please follow these steps to send out new project evaluations:
Step1: Visit Evaluation templates, click on Add a new evaluation and select the Project performance evaluation.
Step 2: Enter the title, evaluation send date, select the project or project types, and choose the person(s) to be evaluated.
Step 3: Select the evaluator group(s) using the toggle to include default evaluators, project managers, customers, persons working on the project, and self.
Step 4: Under “Result Areas”, click on “Choose from associated result areas” and select the result areas you wish to include in the evaluations.
Step 5: Customize your evaluation using the advanced options and signature options, and click Save and then Confirm in the dialog box to send out evaluations.