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Process documentationImplementing Library-Based Perspectives and Objectives Locate this document in the navigation structure

 

There are several tasks that occur between the time you create the perspectives and objectives and the first chance you have to set the perspectives and objectives for the scorecard.

Prerequisites

There are different types of administrative permissions for each topic. If one user is performing all steps, that user should be the strategy management administrator to have access to all features. If various users are carrying out the steps, they should have the exact permissions set in the individual Prerequisites sections of the related topics.

Users are already assigned to application groups. For information, see Application Group Assignments.

Process

  1. Define a library of perspectives and objectives. For information, see Perspective and Objective Library Development.

  2. Create a context. For information, see Context Development.

  3. Add perspectives and objectives to the context. For information, see Objective Selection.

    At this point, you can view the perspectives and objectives in the Scorecard component in the application.

  4. Develop the dimensional model that contains the metrics for the KPIs.

  5. Create the model connection. For information, see Model Connection Development.

  6. Associate the context with the model connection. For information, see Scorecard Defaults Selection.

  7. Create KPIs for the context. For information, see Standard KPI Development.

  8. Set up the measurement of objectives by KPIs. For information, see Objective Setting.

  9. (Optional) Set up the measurement of perspectives by a KPI or by objectives. For information, see Perspective Setting.