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Use the Objectives view to review the objectives for the current context. Objectives are a higher level view of the performance management initiative. The progress of an objective is determined by analyzing the performance of the KPIs associated with the objective.

Features

The Objectives view has the following features:

  • You can review the objectives and their statuses.

    For more information, see Objectives and Example of How an Objective's Status Color is Determined.

  • You can identify an objective with abnormal performance if the objective has an exclamation point (!). Exclamation points serve as alerts that at least one associated KPI is underperforming and requires attention.

  • You can see the perspectives that are associated with each objective. The objectives are displayed below their perspectives.

  • You can filter the objectives by standard filters or objectives filters.

    Fore more information, see Standard Filters and Objective Filters.

  • If your scorecard administrator has set up objectives to be measured by KPIs, the objective shows a status indicator. The objective is a pushbutton that displays the Objective Details view, where you can see which KPIs are associated with the objective and the calculation method used to compose the objective's status indicator color.

    For more information, see Objective Details.

  • If your scorecard administrator has set up perspectives to be measured by an index of objectives, the perspective will show a status indicator. The perspective is a pushbutton that displays the Perspective Details view where you can see the objectives associated with the perspective and the calculation method used to compose the perspective's status indicator color.

    For more information, see Perspective Details.

  • If your scorecard administrator set up a scored context that is measured by an index of perspectives, the scored context is displayed as a rectangular box at the top of the Objectives view. The scored context provides a general status about the whole scorecard. The scored context is a pushbutton that displays the Context Details view where you can see the perspectives associated with the context and the calculation method used to compose the context's status indicator color.

    For more information, see Context Details.

  • If an objective displays a Notation pushbutton with a number in it, it means that someone has added a comment about the objective. The number represents the number of unread comments. The Notation pushbutton is a button that displays the Comments dialog box.

    For more information, see Reviewing Comments and Replies.

Activities

  • To display the Objectives view, click the Objectives subtab in the Scorecard component.

  • To display details about an objective, click the objective with a status indicator. The Objectives Details view appears.

  • To display details about a perspective that is being measured, click the perspective with a status indicator. The Perspective Details view appears.

  • To display comments about an objective, click the Notation pushbutton to display the Comments dialog box and read the comments. Optionally, if you have been given permission to create comments, you can add your own comment or reply to a comment about this objective or other objectives. You can add comments or replies by selecting the objective to display the Objective Details view.