Context Management

Use

Use Context Management to create contexts, scorecards, and strategies, and view cascade details.

Prerequisites

Each Context Management tab requires different permissions for the role. For specific prerequisites, see the appropriate section.

Features

You can do the following:

  • Create and maintain contexts and add roles to the contexts using Start of the navigation pathContext Management Next navigation step Manage ContextsEnd of the navigation path. You can create individual contexts, create multiple contexts using a template, and you can create cascading contexts (scorecards).

    For more information, see Contexts.

  • You can set scorecard defaults and add perspectives, objectives, and KPIs to a context using the Start of the navigation pathContext Management Next navigation step Manage ScorecardsEnd of the navigation path.

    For more information, see Scorecards.

  • You can set strategy defaults and add strategy functionality to a context including goal diagrams, a cause and effect diagram, and themes or pathways. Use Start of the navigation pathContext Management Next navigation step Manage StrategiesEnd of the navigation path.

    For more information, see Strategies.

  • View cascade details using Start of the navigation pathContext Management Next navigation step View Cascade DetailsEnd of the navigation path.

Activities

To create and maintain contexts, scorecards, and strategies, choose Context Management.