Library
Use
You create a library of perspectives, objectives, and KPIs with general definitions, enabling you to use the same object in any number of contexts.
Later, when you add the perspectives, objectives, and KPIs to contexts, you can add more definitions that are specific to the context. You can also override the general library definitions for a particular context.
Any library definitions of an object that you do not change in the contexts are available for mass maintenance. For example, if you add an object to multiple contexts, and you rename it in the library, the name is updated throughout all the contexts that use this object. If you rename the object in one of the contexts, the object in that context maintains its new name, and does not get renamed by the library update.
Prerequisites
You are a strategy management administrator or a scorecard administrator (a user assigned to a role with permission to create scorecards). If Library is unavailable to you, it means you do not have the correct permissions. For information, see Roles in the Applications.
Features
You can do the following with the library:
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Create, modify, and delete objects in the library.
If you modify an object in the library, and the object is already added to a context, the modification is applied to the object in the context as long has that definition has not been modified for the context.
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Rename objects, or copy objects.
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Sort the list of items by clicking the arrow in the Sort column.
Activities
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To work in the library, choose Library. Then choose the bar that represents the object you want to work with.
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To create an object in the library, choose the Add pushbutton.
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To edit an object in the library, select the item and choose the Edit pushbutton.
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To rename an object in the library, select the item and choose the Rename pushbutton. Then choose Apply name change to all copies of this item.
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To copy an object in the library, select the item and choose the Rename pushbutton. Then choose Create a New <item> .
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To delete an object in the library, select the item and choose the Delete pushbutton.