Hierarchy View

Use

The Hierarchy view is a hierarchical view of the selected context, its perspectives, and other items such as objectives, KPIs, and initiatives. This view provides insight from the strategic vision down to the operational level.

If you include initiatives in the view, you gain insight to where resources are being used to reach strategic goals. This view answers questions such as “Are resources focused evenly across all aspects of the strategy?”, “Are some areas of strategy receiving insufficient attention?” and “For the objectives that are not being met, what initiatives are in place to improve achievement in those areas and how well are those initiatives being executed?”

Features

The Hierarchy view has the following features:

Format

You can control which columns of information appear in the table using Select Format.

If your scorecard administrator set up additional Actual and Target columns to compare actual and targets for other time periods, you can add those columns to the view using Select Format.

For information about layouts and columns, see Format Selections.

Context

The context appears in the first row of the table.

If your scorecard administrator set up the context to be scored, the context shows a status indicator in the Status column. The scored context provides a general status about the whole scorecard.

The context is a link to the Context Details view where you can see the detailed information about the context, such as the calculation method and objects used to measure the context's performance.

For more information, see Context Details.

Perspectives

Each perspective shows the objects associated with it, such as objectives and KPIs.

If your scorecard administrator set up a perspective to be measured by a KPI or by objectives, the perspective shows a status indicator.

The perspective is a link to the Perspective Details view, where you can see detailed information about the perspective such as the KPI or objectives used to determine the status of the perspective.

For more information, see Perspective Details.

Objectives

Each objective shows the objects associated with it such as indexed KPIs or KPIs. The objectives display status indicators that represent their performance. Each objective is a link to its Objective Details view where you can see which KPIs are associated with the objective and the calculation method used to derive the objective status indicator color.

For more information, see Objective Details.

KPIs

The KPIs display status indicators that represent their performance. Each KPI is a link to its KPI Details view where you can see the measures that define the KPI's performance, the score that compose the KPI's status indicator color, and other important information about the KPI.

For more information, see KPI Details.

To see the initiatives associated with a particular KPI, click the Initiatives link in the Associated Initiatives column. The Initiatives tab appears.

Indexed KPIs

The indexed KPIs have status indicators that represent their performance. Each indexed KPI is a link to its Indexed KPI Details view where you can see the KPIs associated with the indexed KPI and the calculation method used to compose the indexed KPI's status indicator color.

The performance of an indexed KPI is based on the performance of its underlying KPIs. You can use the (-) sign or (+) to see the KPIs associated with the indexed KPI. Since indexed KPIs are not associated directly with measures the way KPIs are, an indexed KPI does not show any values.

For more information, see Indexed KPI Details.

Initiatives

If you choose Include Initiatives in the Select Formats dialog, initiatives appear under the perspectives or objectives they are associated with. This association is defined when the initiative is created.

The initiatives may show status indicators to represent their performance. The initiative author controls whether an initiative has a status indicator, and controls whether to measure the initiative by the status of a KPI, or by a subjective status.

You can view an initiative's schedule status and budget status if you select those columns using Select Formats.

Each initiative is a link to its Initiatives Summary view in the Initiatives tab.

If an initiative author associates a KPI with an initiative, the Associated Initiative column shows a link to the Initiatives tab.

For more information, see Initiatives Summary.

Other Features

The Hierarchy view has these additional features:

  • You can filter the view.

    For more information, see Filters.

  • If you are displaying the Unread Comments column and you see a number in the column, it represents the number of unread comments for the item. You can read the comments by clicking the number. You can also create comments and reply to comments if you have the correct permission.

    For more information, see Reviewing Comments and Replies.

  • You can restore defaults for a particular layout by selecting Select Format and then selecting Restore Defaults.

  • You can sort KPIs by any column that appears as a link.

  • You can use the legend to understand different statuses and trends.

  • Rows are indented to show hierarchy.

Activities

To go to the Hierarchy view, choose Hierarchy in the Scorecard tab.

More Information

Standard Features of the Tabs