Creating Cascaded Scorecards with Linked Objectives

Prerequisites

The strategy management administrator selected the Cascade (Cross Context Linking) option when setting defaults and specified whether to cascade a particular level. For information, see Defaults Setting.

Context

You can create cascaded scorecards with linked objectives using these general steps.

Procedure

  1. Create the library of perspectives, objectives, and KPIs using Library. For more information, see Library.
  2. Create cascaded objects from one object in the library. For more information, see Creating a Cascaded Objective.
  3. Create the high-level context using Start of the navigation pathContext Management Next navigation step Manage ContextsEnd of the navigation path.

    There are several methods for creating a context, depending on the results you are trying to achieve. For more information, see Creating a Context, Creating a Context Based on an Existing Context, Creating a Template, Creating a Context from a Template, or Creating Cascaded Scorecards Based on a Dimension Hierarchy.

  4. Add perspectives, objectives, and KPIs to the high-level context. Include the high-level objective that is cascaded.

    You add cascaded objects the same way you add non-cascaded objects. For information about adding objectives to the context, see Adding Objectives to the Perspectives in the Context.

  5. Create the lower-level contexts using one of the methods mentioned above.

    Make any changes to the new contexts as necessary.

  6. Add the appropriate cascaded object to each lower-level context. The method you use to add a cascaded object is different depending on how you created the lower-level contexts.

    Lower level contexts that are created as individual contexts:

    In each lower-level context, add the cascaded object that is appropriate for that context using Start of the navigation pathContext Management Next navigation step Manage ScorecardsEnd of the navigation path.

    Lower-level contexts that are generated from the high-level context as a copy, or using a template, or based on a dimension hierarchy:

    in each lower-level context, replace the high-level object with the appropriate cascaded object for this context. This requires deleting the high-level cascaded object from the copied context, and adding the appropriate cascaded object. For more information, see Adding Objects to the Context and Adding Objectives to the Perspectives in the Context.

  7. If the cascaded object does not have KPIs or other definitions, add the KPIs and other definitions to each cascaded objective. For more information, see Defining Objectives in the Context.