1. | Under Projects, distributions, and presentations on the Target Analytics Import Files and Projects tab on the Manage Model Scores and Ratings page, click Add. The Add a project page appears. |
2. | In the Date field, select a date for the project. A date is required for every project. |
Note: If a project has a date, but no presentations and no other fields specified, it will not appear on the Target Analytics model scores and ratings results page.
3. | In the Recalibration checkbox, indicate if the project is a model score recalibration and will score new records in a client's database. Recalibration helps the client see score changes over the past year. |
4. | In the Records scored field, enter the number of constituents for whom scores have been created. |
5. | Select Client purchased same number of records for all scores if the client purchased all records and scores. Clients can purchase any number of scores and records they wish. |
6. | In the Records bought field, enter the number of records purchased in this field. |
7. | In the Description field, enter a project description . |
8. | In the Distribution field, click Choose File to upload a distribution file. Distribution files appear in the expanded view of the Model scores and ratings tab on a client's Wealth and Ratings Management page. For more information on distribution files, see Distribution View. To clear an existing file, click Clear File. |
9. | In the Presentation files field, click Choose File to upload files such as PowerPoint presentations. You can upload up to five files. The file size limit is 28 megabytes. If you need additional file size, contact your web server systems administrator. |