Defining Objects in the Context

Use

Once you add perspectives, objectives, indexed KPIs, and KPIs to the context, you can define these objects fully for the context.

Note

When you add or remove or modify an aspect of a perspective or objective that causes a status change, the information is refreshed in the application when a user starts a new session. If a user tries to access a tab that uses the perspective or objective, the user is prompted to choose a scorecard recalculation.

The information does not automatically appear in the Home tab of the application until a scheduled task runs. You can schedule this task using the Scheduler. If a user tries to access Home before the schedule runs, the user receives a message saying that the scorecard has been modified. The user is prompted to recalculate perspectives, objectives, and KPI status. The user should choose Yes. If the user chooses No, the All Objectives and All KPI's values are zero. These values do not change until the scheduled task runs.

When you add or remove a KPI for a context, the information is refreshed during the next scheduled Calculate All Scorecard Objects activity. If a user tries to access a component that uses the KPI, the user is prompted to contact their system administrator. At this time, the strategy management administrator should run the schedule to update all items in the scorecard.

For information, see Scheduler.

Prerequisites

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

Features

Perspective Setting in a Context

You can do the following with perspectives once they are added to a context:

Function	More Information
Add objectives from the library to the perspective	For information, see Adding Objectives to the Perspectives in the Context.
Add a KPI from the library to the perspective	You can add a KPI to a perspective if you want to measure the performance of the perspective by one KPI. For information, see Adding KPIs to a Context or Context Object
Add indexed KPIs from the library to the perspective	For information, see Adding Indexed KPIs to a Context or Context Object.
Edit the perspective to define it for the specific context	You can specify associated links and specify whether to measure the performance of the perspective and how to measure it. If you specify no measurement, the perspective appears in the application without a status indicator. If you define a perspective to be measured by objectives, the perspective appears with a status indicator in the strategy management application. The status is based on the associated objectives and the calculation method you set up. If you define a perspective to be measured by a KPI, the perspective appears with a status indicator in the strategy management application. The status is based on the status of the KPI. Note If you want to implement a scored context, and you want the context's status to be measured by perspectives, then each perspective you want to use in the context's status must be measured. For information, see Defining Perspectives for the Context.
Remove the perspective from the context	None

Objective Setting in the Context

The following information applies to objectives as well as cascaded objectives (if applicable) that are added to perspectives in the context:

Function	More Information
Add KPIs and indexed KPIs from the library to the objectives	For information, see Adding KPIs to a Context or Context Object and Adding Indexed KPIs to a Context or Context Object.
Edit an objective to further define it within the context	You can specify associated links and specify whether to measure the performance of the objective and how to measure it. If you specify no measurement, the objective appears in the application without a status indicator. If you define an objective to be measured by KPIs, the objective appears with a status indicator in the strategy management application. The status is based on the associated KPIs. If you define an objective to be measured by its indexed KPIs, the objective appears with a status indicator in the strategy management application. The status is based on the status of the KPIs that are associated with the indexed KPIs and the calculation method you set up. For information, see Defining Objectives Within the Context.
Remove the objective from the perspective in the context	None

Function

More Information

Add KPIs and indexed KPIs from the library to the objectives

For information, see Adding KPIs to a Context or Context Object and Adding Indexed KPIs to a Context or Context Object.

Edit an objective to further define it within the context

You can specify associated links and specify whether to measure the performance of the objective and how to measure it.

If you specify no measurement, the objective appears in the application without a status indicator.

If you define an objective to be measured by KPIs, the objective appears with a status indicator in the strategy management application. The status is based on the associated KPIs.

If you define an objective to be measured by its indexed KPIs, the objective appears with a status indicator in the strategy management application. The status is based on the status of the KPIs that are associated with the indexed KPIs and the calculation method you set up.

For information, see Defining Objectives Within the Context.

Remove the objective from the perspective in the context

None

KPI Setting in the Context

You can do the following with KPIs once they are added to the context:

Function	More Information
Add KPIs to the context, perspectives, objectives, and indexed KPIs	You can add a KPI to the context if you want to measure the performance of the context by one KPI. You can add a KPI to a perspective if you want to measure the performance of the perspective by one KPI. You add multiple KPIs to an objective and indexed KPI to measure those objects by the associated KPIs. For information, see Adding KPIs to a Context or Context Object.
Edit a KPI to further define it within the context	For information, see Defining KPIs Within the Context.
Remove the KPI from the context	None

Function

More Information

Add KPIs to the context, perspectives, objectives, and indexed KPIs

You can add a KPI to the context if you want to measure the performance of the context by one KPI.

You can add a KPI to a perspective if you want to measure the performance of the perspective by one KPI.

You add multiple KPIs to an objective and indexed KPI to measure those objects by the associated KPIs.

For information, see Adding KPIs to a Context or Context Object.

Edit a KPI to further define it within the context

For information, see Defining KPIs Within the Context.

Remove the KPI from the context

None

Indexed KPI Setting in the Context

You can do the following with indexed KPIs in the context:

Function	More Information
Add indexed KPIs to the context, perspectives, and objectives in the context	For information, see Adding Indexed KPIs to a Context or Context Object.
Edit an indexed KPI to further define it within the context	For information, see Defining Indexed KPIs Within the Context.
Remove the indexed KPI from the object in the context	None

Context Setting

You can do the following with the context:

Function	More Information
Add a KPI to the context	You can add a KPI to the context if you want to measure the performance of the context by one KPI. For more information, see Adding KPIs to a Context or Context Object. Note If you want the context's status to be measured by perspectives, then each perspective you want to use in the context's status must be measured by objectives.
Add perspectives, objectives, and indexed KPIs to the context.	For more information, see Adding Perspectives to the Context, Adding Objectives to the Perspectives in the Context, and Adding Indexed KPIs to a Context or Context Object.
Edit the context to further define it	For more information, see Defining the Context.

Function

More Information

Add a KPI to the context

You can add a KPI to the context if you want to measure the performance of the context by one KPI.

For more information, see Adding KPIs to a Context or Context Object.

Add perspectives, objectives, and indexed KPIs to the context.

For more information, see Adding Perspectives to the Context, Adding Objectives to the Perspectives in the Context, and Adding Indexed KPIs to a Context or Context Object.

Edit the context to further define it

For more information, see Defining the Context.