Adding KPIs to a Context or Context Object

Prerequisites

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

You created a library of perspectives, objectives, indexed KPIs, and KPIs. For more information, see Library.

To add a KPI to a perspective, objective, or indexed KPI, the perspective, objective, or indexed KPI is already added to the context hierarchy.

Context

You can add KPIs to the context, and to perspectives, objectives (including cascaded objectives), or indexed KPIs within the context. You add KPIs to anything that you want to measure by a KPI.

You can measure the context or a perspective by a single KPI. The status of the KPI becomes the status of the context or perspective.

You measure objectives and indexed KPIs by multiple KPIs. The selected KPIs are indexed and calculated and the resulting score determines the status of the objective or indexed KPI.

Procedure

  1. Choose Start of the navigation pathContext Management Next navigation step Manage Scorecards Next navigation step Define ScorecardsEnd of the navigation path.
  2. In the Context dropdown list, select the context to work with.
  3. Select the KPI bar.
  4. Select the KPI and drag it to the context or perspective, objective, or indexed KPI in the hierarchical tree. Add any number of KPIs that you want to make available for selection when defining the measurement of the context or the context object.
  5. Do one of the following depending on how you created the KPI:

    • If you did not specify an Application Server model for the KPI when you created the KPI in the Library, you are prompted to select a measure for the Actual dropdown list. At a minimum, select a measure from the model associated with the context's model connection.

    • If you specified a model when you created the KPI and the model matches the one used by the context's model connection, the KPI is added.

    • If you specified a model when you created the KPI and the model does not match the one used by the context's model connection, you are prompted to select an Actual measure for this KPI. Select a measure from the model associated with the context's model connection.

  6. Save your changes.

Next Steps

Creating a KPI

Defining KPIs Within the Context