Application Help for SAP Strategy Management
Application Help for SAP Strategy Management
Content
SAP Strategy Management
Startup Requirements
Required Software and Settings
Installation and Configuration
Software Requirements
Verifying Whether you Need to Have Sun JRE Installed
Browser Settings
Enabling ActiveX Controls to Use the Excel Interface
Specifying How to Check for Newer Versions of Stored Pages
Application Permissions and Settings
Desktop Settings
Starting and Exiting from the Applications
Upgrading
Configuring Application Server on a Windows Client
Finding the IP Address of the Windows Server
LSSERVER.INI
Troubleshooting Windows Client Communications
Administration
Roles in the Applications
Preference Setting
Implementing Your Strategy Management System
Getting Started with the Sample Data
Getting Started with a Full Scorecard Implementation
Administration
Defaults Setting
Model Connection Development
Relationship Between Users, Roles, Model Connections, and Contexts
Creating a Model Connection
Initiative Configuration
Requiring Approval of New and Modified Initiatives
Home Tab Configuration
User Responsibility Updates
Deletion of Obsolete Items
Library
Perspectives
Creating a Perspective
Objectives
Creating an Objective
KPIs
Creating a KPI
Indexed KPIs
Creating an Indexed KPI
Creating a Library Item Using the Values of an Existing Item
Context Management
Contexts
Aspects of a Context
Individual Contexts
Creating a Context
Ordering Contexts and Applying a Hierarchy
Creating a Context Based on an Existing Context
Cascaded Scorecards
Cascaded Scorecards with Linked Objectives
Creating Cascaded Scorecards with Linked Objectives
Creating a Cascaded Objective
Cascaded Scorecards Based on a Dimension Hierarchy
Creating Cascaded Scorecards Based on a Dimension Hierarchy
Template-Based Contexts
Creating a Template
Creating a Context from a Template
Propagating Changes in Template-Based Contexts
Role Assignments
Scorecards
Scorecard Defaults Selection
Filtering the Scorecard View by Dimension Members
Actual to Non-Target Value Comparison in the Scorecard Tab
Specifying Additional Actual/Target Columns for Scorecards
Scorecard Development
Adding Objects to the Context
Adding Perspectives to the Context
Adding Objectives to the Perspectives in the Context
Adding KPIs to a Context or Context Object
Adding Indexed KPIs to a Context or Context Object
Defining Objects in the Context
Defining Perspectives Within the Context
Defining Objectives Within the Context
Defining KPIs within the Context
Defining Indexed KPIs Within the Context
Defining the Context
Strategy
Strategy Defaults
Goal Diagram Implementation
Adding a Diagram
Creating a Diagram Automatically
Creating a Diagram Manually
Creating a Diagram from an Image
Properties
Publishing and Unpublishing Diagrams
Updating a Diagram to Reflect New Settings
Troubleshooting
Themes Implementation
Pathways Implementation
Cause and Effect Implementation
Setting Up an Entry and Approval System
Entry and Approval Roles and Permissions
Creating a Model Connection for an Entry and Approval Model
Entry and Approval Defaults
Setting Entry and Approval Defaults
Scheduler
Scheduling Activities
Milestone Notification Scheduling
Objective and KPI Status Notification Scheduling
Entry and Approval
Data Entry
Data Entry Screen
Entering Actual Data and Current-Period Target Data
Data Entry in Excel
Entering Actual Data and Current-Period Target Data in Excel
Historical Data Entry
Entering Historical Data
Future Target Data Entry
Entering Future Target Data
Historical Data Overview
Notification Subscriptions
Data Approval
Approving or Rejecting Data
Approval Log
Entry and Approval Administration
Administration Process
Entry and Approval Default Settings
Measure Set Development
Creating Measure Sets and Assigning Users to Workflow Steps
Maintaining Measure Sets
Application Server Model Loading and Updating
Loading Data Into an Application Server Model
Standard Features of the Tabs
User Preferences
Context Selection
Adding, Editing, and Removing Comments and Replies
Reviewing Comments and Replies
Bookmarking a View
Exporting to TXT
Printing Objects
Home
My Bookmarks
My Performance Summary
Working with My Performance Summary
Inbox
Specifying How to Receive Notifications
Subscribing to Notifications for Initiatives
Subscribing to Notifications for Perspectives, Objectives, and KPIs
E-Mail Notification
External Content
External Content Links
System Message
Strategy
Goal Diagrams
Reviewing Details About Objectives
Reviewing Details About Perspectives
Reviewing Context Details in Auto-Generated Goal Diagrams
Reviewing Context Details in Custom Diagrams
Themes
Pathways
Cause & Effect
Scorecard
Scorecard Views
Hierarchy View
Format Selections
Objectives View
Indexed Scoring vs. Absolute Scoring
Scorecard Comparison View
Detail Views
KPI Details
Actual vs Target Chart
Drill Report
Comparison
Indexed KPI Details
Objective Details
Perspective Details
Context Details
Filters
Filtering by Dimension Members
Initiatives
Initiatives Summary
Initiative Development
Creating an Initiative
Creating Initiatives Using Planning and Consolidation Data
Cascaded Initiatives
Cascaded Initiatives Development
Cascading an Initiative by Contexts
Cascading an Initiative by Cascaded Objectives
Reviewing Initiatives
Initiative Schedule Status
Budget Status Determination
Milestones
Milestone and Submilestone Development
Creating a Milestone or Submilestone for an Initiative
Reviewing Milestones and Submilestones
Milestone and Submilestone Schedule Status
Impact Diagram
Prioritization Matrix
Filter Setting
Initiative Approval Workflow
Submitting an Initiative for Approval
Reviewing New and Modified Initiatives
Dashboards
Creating a dashboard
Modifying a dashboard
Restricting dashboard access
Briefing Books
Creating a briefing book
Adding content to a briefing book
Viewing a briefing book
Modifying a briefing book
Printing a briefing book
Publishing a briefing book
Restricting briefing book access
Reports
About creating reports
Creating Reports
About saving reports
Saving reports
About working with reports
Working with reports
About setting time frames in reports
Setting time frames in reports
About presentation setting
Presentation setting
About report layout options
Selecting layout options
About graph settings
Implementing graph settings
About chart settings
Modifying chart settings
About dual-axis trend charts
Creating dual-axis trend charts
Restricting report access