KPI Setting 
You create standard KPIs and index KPIs for a context using Set KPIs in the Scorecard section.
In the application, each KPI is listed with its text name and a round circle called a status indicator. The color of the status indicator represents the performance of the KPI. The legend shows the meaning of each status indicator color.
KPIs appear in the following areas of the application:
Users of the Scorecard component can get summary information about all the KPIs in the scorecard by going to the Scorecard subtabs in the Scorecard component. Users can also see details about a KPI by clicking on it.
Users of the Home component can monitor the performance status, budget, and trend status of selected KPIs in the My Performance Summary section of the Home component.
Initiative authors can use standard KPIs to determine the status of an initiative in the Initiatives component, and display the initiative status in a Status column.
When you set up an objective to be measured by KPIs using Set Objectives in the Scorecard section, the objective appears in the application with a status indicator that results from its KPI associations. For more information, see Objective Setting.
If you set up a perspective to be measured by a standard KPI using Set Perspectives in the Scorecard section, whenever the perspective appears in the application, it displays the status indicator of the KPI. For more information, see Perspective Setting.
If you set up a context to be measured by a standard KPI using Set Perspectives in the Scorecard section, whenever the context appears in the application, it displays the status indicator of the KPI. For more information, see Scored Context Setting.
Users of the Strategy component can click on objectives, perspectives, and the mission to display a menu box that shows the KPIs used to measure the performance of that object. If the object is measured by something other than a KPI, then that object appears instead.
Prerequisites
Someone with Create/Edit Contexts permissions has created a context. For more information, see Context Development.
Someone with Create/Edit Objectives permissions has created perspectives and objectives. For more information, see Perspective and Objective Library Development.
The administrator has created a model connection. For information, see Model Connection Development.
You have associated the model connection with the context. For information, see Linking a Model Connection to the Context.
The dimensional model referenced in the model connection is set up with five measures for the standard KPI — actual, target, score, trend of actual, and gap performance. This is set up by your Application Server administrator.
You know whether the five measures for this KPI were created as achievement scores, reduction scores, or absolute scores. You must know whether the formulas used to create the measures were standard formulas or Letter Grade method.
If you will be creating index KPIs, the standard KPIs are already created.
You are an administrator or a user assigned to an application group with Create/Edit Scorecards permissions. If Scorecards is unavailable to you, it means you do not have the correct permissions.
The administrator has chosen whether to use three or five possible status indicators using Set Application Defaults in the Administration section.
Features
You can develop KPIs in any of these ways:
Create a standard KPIs using default values. The definitions on the screen are cleared and you can create the standard KPI with all new information and then save the standard KPI. For information, see Creating a Standard KPI.
Create a standard KPI based on an existing standard KPI. The standard KPI is created with the same definitions as the currently displayed standard KPI. You can edit the definitions in any way you want and then save the standard KPI. For information, see Creating a Standard KPI Based on an Existing Standard KPI.
Create a standard KPI using a library-based KPI. The definitions of the library-based KPI appear. You only need to then specify the Actual measure to complete the definition. You also need to complete any definitions that were not set up for the library-based KPI. You can change the definitions of this KPI for this context without changing the definitions in the library. For information, see Creating a Standard KPI Based on a Library-Based KPI.
Create index KPIs from standard KPIs. The definitions on the screen are cleared and you can create the index KPI with all new information and then save the index KPI. For information, see Index KPI Development.
Create an index KPI based on an existing index KPI. The index KPI is created with the same definitions as the currently displayed index KPI. You can edit the definitions in any way you want and then save the index KPI. For information, see Index KPI Development.
View the scorecard hierarchy by clicking View Scorecard Hierarchy. An information box shows a hierarchical list of each perspective, the objectives that are assigned to that perspective, and the KPIs that are assigned to each objective in the perspective.
You can also edit, rename, and delete KPIs for the context.
If you make changes to a template, you can select the template and click Propagate to propagate the changes to the contexts created based on the current template. You are about to select specific contexts.
Activities
To create, edit, delete, or rename standard KPIs or index KPIs, choose Set KPIs from the Scorecard section.
To create KPIs in the library and use them as the basis for creating standard KPIs for the context, click the Standard KPIs link in the Libraries section.