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Function documentationPerspective and Objective Description Overrides by Context Locate this document in the navigation structure

 

You can modify the definitions of perspectives and objectives for a context while keeping the original definitions intact in the library. If you were to use the perspective or objective in another context, the original definitions would be used. You can modify descriptions, responsible users, and associated links. You can also change the perspective type between internal, external, or no perspective type.

Prerequisites

You are an administrator or a user assigned to an application group with Create/Edit Contexts permissions. If Contexts is unavailable to you, it means you do not have the correct permissions.

You have created a context. For more information, see Context Development.

Someone with Create/Edit Objectives permissions has created perspectives and objectives.

Features

You can override the following perspective and objective definitions:

  • (Required) Select the context from the Context drop-down list whose perspective and objective definitions you want to override. The Perspectives and Objectives list displays all the perspectives and objectives defined for the selected context.

  • Select the perspective whose definitions you want to modify for the context. The boxes are filled with the definitions for the selected perspective.

  • Select the objective whose definitions you want to modify for the context. The boxes are filled with the definitions for the selected objective.

  • Modify the description. The default description is always displayed so you can review it.

  • Reset a modified description back to the default description using Copy from default description.

  • Change the user responsible for this perspective or objective by selecting a new name from the Responsible drop-down list. If there are more than 500 users, then an Edit link appears instead of the Responsible drop-down list so you can select a user from the Users dialog box.

  • Add, remove, or change associated links by clicking the Edit link in the Associated Links section.

  • If modifying a perspective, you can change the perspective type using the Perspective Type drop-down list. An example of an internal perspective is Internal Business. An example of an external perspective is Competitors.

Activities

To override perspective and objective definitions for a context, choose Override Descriptions from the Context section.