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Use the Objective Details view to review details about an objective. The Objective Details view shows how an objective's status color is determined.

Integration

The Objective Details view appears when you select an objective in the Objectives view, Scorecard Overviews view, Scorecard Comparison view, and certain Details views of the Scorecard component. The Objective Details view also appears when you select an objective in various aspects of the Strategy component.

Features

The Objective Details view has the following features:

  • You can see the standard KPIs associated with the objective. Some standard KPIs may be weighted more or less than others depending on their importance. If they are not weighted equally, then their weights appear in parentheses. Each standard KPI is a link to the KPI Details view.

    For more information, see KPI Details View.

  • You can review the calculation method used on the standard KPI index values to calculate the objective's score.

  • The colored dial shows the range of acceptable and unacceptable colors. There may be three or five colors depending on how your strategy management administrator set up the application. The colored dial points to the current status color of the objective. This color is also represented numerically as the objective's score.

  • The objective's status indicator color is determined as follows. First, the status color of each KPI is matched to the same color in the colored dial. Based on the color match, each KPI is assigned that numeric value. The KPI numeric values are then used in the specified calculation method. The resulting value from the calculation is the objective's score. This score is matched to the appropriate color in the colored dial, and that color is used for the objective's status indicator.

  • The table shows the KPIs that this objective is associated with, the perspectives for those KPIs, and the context. This view has the same format as the Scorecard Overviews view except that it is showing you a filtered view of the associated KPIs rather than all KPIs. This table shows you the status indicator colors of the KPIs that are used to determine the status indicator color of the objective.

    For information about the Scorecard Overviews view, see Scorecard Overviews View.

    For information about the columns that appear in the table, see Format Selections.

  • You can see the description and owner of the objective.

  • You can filter the objectives by standard filters such as time period, latest date, and dimension filters.

    For more information, see Standard Filters.

  • You can display an associated link in a new browser window. The link usually displays materials that support the index KPI.

  • You can view comments about this objective or any other item, including unread comments. Comments help you document information that may be important to share that is not covered in the objective description.

    For more information, see Reviewing Comments and Replies.

  • If you have been given permission to add comments, you can add comments or replies. Any user whose group is assigned the administrative Create Comments permission can create comments and replies. If you do not see an Add link in the screen, or if you do not see a New or Reply button in the Comments dialog box, then you do not have the ability to create comments. Comments help to facilitate collaboration and the sharing of best practices throughout the organization.

    For more information, see Adding, Editing, and Removing Comments.

  • You can display this objective's initiatives in the Initiatives component by clicking Initiatives. Initiatives allow you to keep track of the milestones that are planned to reach a defined target. You can apply initiatives to perspectives or objectives.

Activities

  • To display the Objective Details view, click the objective in any view of the Scorecard component.

  • To display the details of a KPI associated with this objective, click the KPI. If you click a standard KPI, the KPI Details view appears. If you click an index KPI, the Index KPI Details screen appears.

  • To display an associated link in a new browser window, click an associated link.

  • To display this objective's initiatives in the Initiatives component, click Initiatives.

  • To view comments, click View.

  • To add comments, click Add.

  • To view unread comments, click the Notation pushbutton if it has a number in it.