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Add or remove objects in the diagram |
In the Select Items to Show on Diagram section of the navigation panel, select and/or deselect the checkboxes depending on the objects you want to display. |
An object is any vision, mission, perspective, or objective that has been defined in the administration application.
If you remove a perspective, its objectives are not automatically removed. If you add a perspective, the associated objectives are not automatically added unless you select them.
KPIs are not automatically added to the diagram. |
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Change properties that affect the entire diagram such as the template type, border colors, background colors, and object shapes. |
In the Design section of the navigation panel, select the desired property values to modify the overall diagram default values. |
The default properties affect any object of a particular type that are not using individually set properties.
For more information, see Properties. |
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Change properties of individual objects, and override any default properties set for the entire diagram |
Double-click the object in the diagram layout on the right side of the editor and specify the object properties. These properties override any default properties. |
For more information, see Properties. |
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Control the display of status indicators on objects in the diagram |
Select the Display Scorecard Status checkbox and/or select the Display Scorecard Trend to display these indicators in the diagram. |
Status and trend indicators appear only for objects whose performance is measured. For example, a perspective shows a status indicator when it is measured by an index of objectives.
To display status or trend indicators for the mission, the scorecard administrator must first define the context to be measured by an index of perspectives or by an indexed KPI. |
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Create a text object |
In the Text Items section of the navigator panel, click New and enter text and a URL link to add a text object to the diagram. |
You use text items to incorporate additional information that does not come directly from the defined strategy. You can also use text items to add a URL link that supports the information in the diagram. In the application, users can click the link to the Web page from the published diagram.
Text objects appear at the bottom of the diagram, but you can move and resize them and change their properties, and add arrows to and from them. |
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Move an object |
In the right-side design area, select the object and drag it to a new location. You can also double-click it and specify new coordinates in the Properties dialog box. |
None. |
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Resize an object |
In the right-side design area, select the object and use the resize cursor to change its size. You can also double-click it and specify a new size in the Properties dialog box using numbers. |
None. |
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Draw arrows to show the relationship between objects |
In the right-side design area, select an object, then select a circular point on the object and drag it to the associated object. |
An arrow appears between the two objects. You can use the Properties dialog box to change the color of arrows. To delete an arrow, right-click it. |