Scorecard Development

Use

Scorecard development includes setting up adding perspectives, objectives, and KPIs to the context, and then defining those objects specifically for the context.

You develop scorecards using Context Management  Manage Scorecards  Define Scorecards.

For the purpose of this discussion, the references to developing contexts imply the development of templates as well. If you develop a template, all new template-based contexts acquire the same objects and definitions. All existing template-based contexts acquire the objects and definitions if you click Propagate in the screen in which you are working.

Prerequisites

The strategy management administrator has specified whether to use three or five status indicators for objects, specified the hierarchical levels of information to appear in the Scorecard tab, and customized scorecard attributes, if applicable. For more information, see Default Settings.

The strategy management administrator or context administrator has created a context. For information, see Contexts.

You are a strategy management administrator or a scorecard administrator (a user assigned to a role with permission to create scorecards). If Context Management  Manage Scorecards is unavailable to you, it means you do not have the correct permissions.

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

You set scorecard default settings related to the display of data for a particular context. For information, see Scorecard Defaults Selection.

Process

1. Access the scorecard development screen at Context Management  Manage Scorecards  Define Scorecards.

2. Add the library of perspectives, objectives, KPIs, and index KPIs to the context. For information, see Adding Objects to the Context.

3. If necessary, create perspectives, objectives, and KPIs for the context using the Add pushbutton. They are automatically added to the library.

   The steps to add new items in the Define Scorecards screen is the same as the steps to add new items in the Library. For information about adding items, see Creating a Perspective, Creating an Objective, Creating a KPI, and Creating an Indexed KPI.

4. Define the perspectives, objectives, and KPIs within the context. For information, see Defining the Objects Within the Context.