Adding Objectives to the Perspectives in the Context

Prerequisites

You are a strategy management administrator or a scorecard administrator (a user assigned to a role with permission to create scorecards). If the Scorecard section is unavailable to you, it means you do not have the correct permissions.

You created a library of perspectives and objectives.

You added perspectives to the context.

Context

Once you create a library of perspectives and objectives, you can add objectives to the perspectives in the context. If you have cascaded objectives to add to your context, you add them the same way you add non-cascaded objectives. For more information, see Cascaded Scorecards with Linked Objectives.

When you add or remove objectives in a context, this update does not automatically appear in the application until a scheduled task runs. You can schedule this task using the Scheduler to run daily, weekly, or monthly. For information, see Scheduler.

If a user tries to access the Home tab before the schedule runs, the first user who accesses the Home tab receives a message saying that the scorecard has been modified. The user is prompted to recalculate objectives and KPI status. The user should choose Yes. If the user chooses No, the All Objectives and All KPIs values are zero. These values do not change until the scheduled task runs.

Procedure

  1. Select Start of the navigation pathContext Management Next navigation step Management Scorecards Next navigation step Define ScorecardsEnd of the navigation path.
  2. From the Context list, select the context to work with.
  3. Select the OBJECTIVE bar.
  4. Select the objective (or cascaded objective), and drag it to the perspective in the context hierarchy.

    You can add multiple objectives to a perspective.

  5. Add KPIs and indexed KPIs to the objective. For more information, see Adding KPIs to a Context or Context Object and Adding Indexed KPIs to a Context or Context Object.
  6. Save your changes.

Next Steps

Creating an Objective

Creating a Cascaded Objective

Defining Objectives Within the Context