Creating a Context from a Template

Prerequisites

A template exists and it contains context, strategy, and scorecard definitions to be applied to all associated contexts. For information, see Creating a Template.

The strategy management administrator is in a role assigned to this template.

Context

You create a context from a template when you want to create multiple similar contexts and be able to update aspects of the contexts in a single function.

Procedure

  1. Select Start of the navigation pathContext Management Next navigation step Manage ContextsEnd of the navigation path.
  2. Click Create/Copy.
  3. Select Context Based on a Template.
  4. From the Select a Template list, select the template to use.
  5. Select either Single Context or Multiple Contexts.
    • For a single context, type a name for the context in the Context Name text box.
    • For multiple contexts, select a dimension and then select dimension members.
  6. Save your changes.
  7. In the Manage Contexts screen, assign a role to access this template. The role must contain strategy management administrators only. For information about assigning roles, see Role Assignments.
  8. Use the Manage Contexts, Manage Strategies, and Manage Scorecards screens to modify individual aspects of the context which you do not want to update as a single template function.

Next Steps

Propagating Changes in Template-Based Contexts