Defaults Setting

General Settings

• Specify the users designated as strategy management administrators. In the SM Administrator(s) box, type a comma-separated list of administrators. The next time a user in this list starts the Administrator or the strategy management application, they can use all aspects of both applications.

• Specify the language in which users receive alerts and e-mail notifications by selecting the language from the Alert and E-Mail Language dropdown list.

• To allow users to receive a link that directs them to a view within the application, select the Enable E-mail links option. Links appear in the body of e-mail notifications. This is the default setting.

  When a user clicks the link, it takes the user to the view within a tab of the application. Users who click links to a tab must have access to the SAP NetWeaver server and must have access to the tabs and contexts for the view they are linking to. Otherwise that user does not have access to the live view.

• To print briefing books with the custom title page instead of the standard Strategy Management title page, select Use custom title page for printing. Upload a single-page PDF to use as the custom title page by selecting Upload.

• To add semi-annual as a periodicity option in Scorecard and Reports, select Enable Semi-annual Periodocity.

• To replace the standard context box in the user interface with a link that displays contexts in a collapsible tree control, select Display Contexts as Tree.

Scorecard Administration

You can do the following:

• Set the scoring method, which is a database-wide setting for all scorecard hierarchy levels above the KPI level. The options are Indexed Scoring and Absolute Scoring.

  • In indexed scoring, each underlying KPI is given an index value to calculate an objective score.

  • In absolute scoring, the objective score is a straightforward arithmetic calculation.

  Once a single scorecard is saved in the database, the setting for scoring method is locked. In other words, you cannot switch back and forth between the two methods. However, a tools screen at /strategy/tools/update_score.jsp allows you to change an existing database.

• Specify the number of potential status indicator colors for objectives, initiatives, KPIs, perspectives, and the scored context.

  • If indexed scoring is being used, click either 3 or 5 in the Status levels section. The default setting is 5 and all objects have the potential to display status indicators in dark red, red, yellow, green, or dark green. If you choose 3, then red, yellow, and green status indicators are available. When defining the Index Values for objects, the number of fields changes based on whether you are using three or five status indicators.

  • If absolute scoring is being used, there will be 4 thresholds.

  You must set this application default before you define any scorecards. Once you start creating objectives and KPIs, this setting cannot be modified.

• Specify the hierarchical levels in which perspectives, objectives, and KPIs appear in all scorecards. The default hierarchy is perspectives, then objectives, and then KPIs.

  You can rename a level using Rename.

  You can create a level using New. For example, you can create this hierarchical structure: Perspectives  Key Focus Areas  Strategic Goals  Functional Goals  Performance Groups  KPIs. You must have at least three levels.

  You can delete a level using Delete.

  You must set this application default before you define any scorecards. Once you start creating objectives and KPIs, this setting cannot be modified.

• Specify whether you want to create cascading scorecards and linked objectives in the application by selecting Cascade (Cross Context Linking). Then select the level in the scorecard hierarchy at which you want to cascade.

  If you only have three levels, for example, the default hierarchy of Perspectives/Objectives/KPIs, then only the middle level is available for cascading. This is because it does not make sense to cascade at the top level of the hierarchy (e.g. perspectives) or the bottom level (e.g. KPIs). If there are four levels, you can cascade on the middle two.

  For information about cascading scorecards, see Cascading Scorecards.

  You must set this application default before you define any scorecards.

• Customize scorecard attributes, which includes the following:

  • Rename the Leading/Lagging and Qualitative/Quantitative attributes, add attributes, rename attributes, or remove attributes from the application.

    When the scorecard administrator creates a KPI in the Define Scorecard screen, the Leading/Lagging and Qualitative/Quantitative attributes appear in their customized form, or may not appear at all depending on your selections. The scorecard administrator can select a customized attribute for the KPI. The attribute appears in the KPI Details screen in the Scorecard tab.

    For example, you may want to rename the Leading and Lagging attributes to Lead and Lag, and add an attribute called Intermediate. You may want to remove the entire Qualitative/Quantitative attributes from the application.

  • Create your own scorecard attributes and rename them, add options, or remove them from the application.

    Then when the scorecard administrator creates a KPI in the Define Scorecard screen, the attribute appears with its list of options. The scorecard administrator can select an option for the KPI.

    The attribute appears in the KPI Details screen in the Scorecard tab.

    For example, you can create an attribute called Calculation Type to identify the type of data for this KPI. You can specify options of Achievement %, Reduction %, Absolute %, and Zero Target.

  • Add your own text fields. When the scorecard administrator creates a KPI in the Define Scorecard screen, the text field appears and prompts the scorecard administrator for a value.

    The attribute appears in the KPI Details screen in the Scorecard tab.

  • Control the display of an Add Subjective Assessment link in the KPI screens of the Scorecard tab. This allows the KPI owner to specify their own assessment of their KPI currently displayed in the Scorecard tab. The KPI owner can select their own status indicator and add a note explaining the assessment. There is no numeric score associated with this assessment, there is just a status indicator.

    Any user who is not the KPI owner sees a View Assessment link with which they can view the information, but not modify it.

  • Control the display of a trend indicator on all scorecard elements. The trend indicator represents upward, stable, or downward trend, and is calculated based on the current score of the item versus the previous score.

    The icon displays in the Trend column in the Scorecard tables and also in the Details view.

    By default, KPIs already display trend indicators in the Scorecard tab.

    An indicator of the history and direction of subjective scores (of all non-KPI items)

  • Control the display of an Add Subjective Assessment link in the non-KPI Detail screens in the Scorecard tab. This allows the objective, perspective, or context owner to specify their own assessment of the objective, perspective, or context currently displayed in the scorecard. The owner can select their own status indicator and add a note explaining the assessment. There is no numeric score associated with this assessment, there is just a status indicator.

    The Subjective Assessment attribute (or whatever name you choose) appears in the Perspective Details view, Objective Details view, and Context Details view in the Scorecard tab. Any user who is not the owner of the object sees a View Assessment link by which they can view the information but not modify it.

  You must set this application default before you define any scorecards.