Adding Indexed KPIs to a Context or Context Object

Prerequisites

You are a strategy management administrator or a scorecard administrator (a user assigned to a role with permission to create scorecards). If Start of the navigation pathContext Management Next navigation step Manage ScorecardsEnd of the navigation path is unavailable to you, it means you do not have the correct permissions.

You created a library of perspectives, objectives, indexed KPIs, and KPIs. For more information, see Library.

To add an indexed KPI to a perspective or objective, the perspective or objective are already added to the context hierarchy.

Context

You can add indexed KPIs to the context, and to perspectives and objectives (including cascaded objectives) within the context. You add indexed KPIs to anything that you want to measure by an index of KPIs.

Procedure

  1. Choose Start of the navigation pathContext Management Next navigation step Manage Scorecards Next navigation step Define ScorecardsEnd of the navigation path.
  2. In the Context dropdown list, select the context to work with.
  3. Select the KPI bar.
  4. Select the indexed KPI and drag it to the context or perspective or objective in the context hierarchy. Add any number of indexed KPIs that you want to make available for selection when defining the measurement of the context or the context object.
  5. Save your changes.
  6. Add KPIs to the indexed KPI. For more information, see Adding KPIs to a Context or Context Object.

Next Steps

Creating a KPI

Creating an Indexed KPI

Defining KPIs Within the Context

Defining Indexed KPIs Within the Context