Creating an Indexed KPI

Prerequisites

You are a strategy management administrator or a scorecard administrator (a user assigned to a role with permission to create scorecards).

Context

You can create indexed KPIs that are measured by a selection of KPIs.

Procedure

Select Library.
Select the KPI bar.
Click the Add pushbutton.
Select Indexed KPI.
Type a name and description for the indexed KPI.

Note
To maintain uniformity of names, you should type a name no larger than 25 characters, including spaces.
From the Responsible dropdown list, select the user responsible for this indexed KPI.

Enter any the following information that you want to use for all contexts that use the indexed KPI. You can override these definitions for a context, if necessary.

Omit definitions for any item which you prefer to define on a context-by-context basis:

Field	Information
Associated Links	Use this section to associate links with the indexed KPI. In the URL column, enter the URL for the link. You do not have to type `http://` because that information is automatically inserted if you omit it. In the Title box, enter a text name that identifies this URL. The text name appears in the application instead of the URL. The users see these associated links in the strategy management application when they display detail information about this indexed KPI. Users can double-click the link to go to its location.
Index Values	In the Index Values boxes, enter sequential numbers from low (red) to high (green). For example, 1, 2, 3, 4, 5 when using five status indicators and 2, 3, 4 when using three status indicators. The number of status indicators depends on the settings in Administration Set Defaults.

Field

Information

Associated Links

Use this section to associate links with the indexed KPI. In the URL column, enter the URL for the link. You do not have to type http:// because that information is automatically inserted if you omit it.

In the Title box, enter a text name that identifies this URL. The text name appears in the application instead of the URL.

The users see these associated links in the strategy management application when they display detail information about this indexed KPI. Users can double-click the link to go to its location.

Index Values

In the Index Values boxes, enter sequential numbers from low (red) to high (green). For example, 1, 2, 3, 4, 5 when using five status indicators and 2, 3, 4 when using three status indicators. The number of status indicators depends on the settings in Start of the navigation path Administration Next navigation step Set Defaults End of the navigation path .