Perspectives
Use
A perspective is an indicator for the aspects of a business where an organization needs to focus to execute its strategy. Perspectives are categories of strategic objectives that provide a full view of your company such as financial, customer, internal, learning & growth. The perspectives provide a balanced framework for telling the story of the strategy in cause and effect terms.
You create a perspective in the Library by specifying a name, description, and responsible owner. A perspective in the library is independent of its definitions within a context. When you add a perspective to a context, you can edit the perspective from within the context to add the information that makes this perspective unique to the context.
You can use the same perspective in any number of contexts, and edit the perspective as appropriate for each context.
Prerequisites
You are a strategy management administrator or a scorecard administrator (a user assigned to a role with permission to create scorecards). If Library is unavailable to you, it means you do not have the correct permissions.
Features
You can do the following with perspectives in the library:
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Create, modify, and delete perspectives in the library.
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Rename perspectives, or copy perspectives.
Once you add perspectives to the library, you can do the following:
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Add perspectives to the context.
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Add objectives to the perspectives within the context.
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If you want to measure the perspective by a KPI, add the KPI to the perspective within the context.
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Define the associated links and the measurements for the perspectives within the context.
Activities
To work with perspectives in the library, choose Library. Then select the PERSPECTIVE bar.
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To create a perspective, click the Add pushbutton.
For more information, see Creating a Perspective.
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To edit the library definitions of a perspective, select the perspective and click the Edit pushbutton.
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To rename a perspective, select it and click the Rename pushbutton. Enter a new name, and then select Apply Name Change to All Copies of This Item.
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To copy a perspective in the library, select it and click the Rename pushbutton. Enter a new name, and then select Create a New Perspective.
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To delete a perspective from the application, select it and click the Delete pushbutton.