Navigating the Author Tab

In this section:

The panel buttons in the Author tab represent components that involve scorecards, measures, objectives, projects, and processes. Click a panel button to view its contents. The following is a summary of the subordinate levels for each component.

Component

First Level

Second Level

Scorecards

Perspective and Themes

Objectives

Measures

Measures Source

Measure detail...

Perspectives

Measures Source

 

Objectives

Measures Source

 

Risks

Measures Source

 

Themes

Themes

 

Projects

Objectives

Measures Source

Processes

Objectives

Measures Source

If you are in demo mode (that is, you are accessing the pmf_manufacturing, or something similar, data mart), the first panel button in the Author tab, Scorecards, includes a sample scorecard you can use to learn how to navigate within PMF. For more information, see Navigating the Scorecard Tree. When the Scorecards panel button is selected, two buttons are displayed. The New button opens the New Scorecard panel to create a new scorecard. The Wizard button opens the New Scorecard Wizard to guide you through the process of creating a new scorecard. For more information about the Scorecard Wizard, see Creating a New Scorecard.

When the next panel button, Measures, is selected, two buttons are displayed. The New button opens the New Measure panel to create a new measure. The Wizard button opens the New Measure Wizard to guide you through the process of creating a new measure. For more information about the New Measure Wizard, see Adding and Editing Measures. For details about creating and editing measures, see Adding and Editing Measures. For details about manually entering measures, see Working with User-Entered Measures.

The Perspectives, Objectives, Risks, Themes, Projects, and Processes panel buttons provide you with options for viewing, creating, editing, and deleting objectives, risks, projects, and processes. To learn more about working with these Author tab options, see the following topics:

You can also select the Show My Objects button at the bottom of the Author tab navigation panel to filter out any objects for which you are not the owner. If the Show all Objects button is displayed, then you are already viewing just the objects for which you are the owner. If you select Show all Objects, all objects for all owners are displayed. Note that the ability to edit objects is controlled by the Functional Role access of the owner. To set Show My Objects as the default, set the Object Display Type setting to U in the UI panel on the Settings menu. For more information, see Viewing and Editing Default Settings.


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Navigating the Scorecard Tree

To view the contents of the sample scorecard, expand the Scorecard and CenturyCorp Card folders to display the main scorecard component, Perspectives, as shown in the following image.

You can continue expanding folders to reveal additional scorecard elements and see a big picture view of the scorecard structure.

The Perspectives folder can be expanded to reveal subfolders. If you expand one of the Perspective subfolders, for example, Customer, the Objectives folder appears. Expanding any of the Objective folders reveals the Measures, Projects, and Processes folders, which are at the core of building a scorecard. For more information about working with perspectives, see Scorecard Perspectives.

The following image shows the expanded Measures folder for the objective, Shipping costs down 5 Pct, which are all integral parts of the Internal process perspective in the CenturyCorp Card.

The Themes folder can also be expanded to reveal objectives and measures elements, as shown in the following image.

Themes folder

For more information about working with themes, see Scorecard Themes.


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Editing, Deleting, and Creating Scorecards

To perform detailed maintenance of a scorecard, expand the scorecard tree and select a perspective, theme, objective, measure, project, or process to display the associated Edit panel to the right of the scorecard tree where you can make any necessary changes.

The contents of the existing CenturyCorp Card scorecard are displayed to the right of the scorecard tree in the Edit Scorecard panel, as shown in the following image.

Edit Scorecard form

In the Edit Scorecard panel, you can edit the Scorecard Name, select the Scorecard Type, select a different Parent Scorecard, change the Owner, and add or edit a scorecard Mission Statement. You can also select the Object Shape that is used for displaying objectives in the Strategy Map. For more information about the modifiable fields of a scorecard, see How to Create a New Scorecard by Cascading.

There are two additional buttons that enable more functionality in the Edit Scorecard panel.

When you select the Delete button in the Edit Scorecard panel, a dialog box appears asking you to confirm that you want to delete the scorecard.

Note: If you delete an existing scorecard, you will permanently remove the scorecard schema, including perspectives, Strategy Map, objectives, themes, and links to projects, processes, and metrics.


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