Scorecards

Use

Scorecard administration includes setting up scorecard defaults, adding perspectives, objectives, and KPIs to the context, and defining the perspectives, objectives, and KPIs for the context.

The objectives, perspectives, and KPIs you define are used in the Strategy, Initiatives, and Scorecard tabs in the strategy management application.

Prerequisites

The strategy management administrator or a context administrator (a user assigned to a role with permission to create contexts) has created a context. For more information, see Contexts.

You are a strategy management administrator or a scorecard administrator (a user assigned to a role with permission to create scorecards). For more information, see Roles in the Applications.

Features

Scorecard administration involves the following:

• You can set scorecard defaults that identify how you want to display scorecard data for this context.

  For information, see Scorecard Defaults Selection.

• You can add perspectives, objectives, and KPIs to a context, and define them for the context.

  For more information, see Adding Objects to the Context and Defining Objects for the Context.

• If you have not created a particular perspective, objective, or KPI in the library that you need for a context, you can create the item for the context, and it is automatically added to the library. You can do this using Context Management  Manage Scorecards. For more information, see Scorecard Development. For information about creating objects in the library, see Library.

Activities

To administer the scorecard, choose Context Management  Manage Scorecards .