Author Scorecard Options

In this section:

This section provides reference information about the scoreboard-related options you can access from the Author page. If you want to view, edit, create, or delete:

Perspectives

Perspectives indicate high-level classification for types of objectives. A given perspective is, literally, a container that holds objectives. You can view perspectives for any scorecard both on scorecard views and in the Strategy Map.

To view and work with perspectives, click Scorecards, expand the tree structure under Perspectives and then click a perspective. You can also click the Perspectives panel button, expand the Perspectives folder, and click the desired perspective. The following image shows the Edit Perspective panel.

Edit Perspective panel

In the Edit Perspective panel, the same fields are required for adding a new or updating an existing perspective. The following table lists and describes the fields and tabs available in the Edit Perspective panel.

Field

Description

Name

Name of the perspective. The maximum number of characters is 50.

Info Tab

Scorecard

Name of the scorecard that contains this perspective.

Perspective Name

Perspective name. The maximum number of characters is 50.

Description

Text area to describe the intention of the perspective. The maximum number of characters is 1024.

Owner

Select the owner from the list.

Content Tab

 

Allows you to control the content available when selecting a perspective.

Objectives

Objectives relate to high-level goals for business action. Objectives are usually designed to be specific, measurable, action-oriented, results-driven, and time-based (SMART).

You can view and work with objectives in two ways:

To edit, delete, or create an objective, select the Objectives panel button, expand an Objectives folder, and click a desired objective. The Edit Objective panel opens, as shown in the following image.

Edit Objective panel

If you expand a specific objective, one or more underlying measures are displayed. You can select the measure to open the Edit Measure panel, where you can edit, delete, or create a measure. For details on the Edit Measure panel, see Performance Management Framework Administrator.

The same fields are required for adding a new or updating an existing objective. The following table lists and describes the fields and tabs available in the Edit Objective panel.

Field

Description

Name

Name of the objective. The maximum number of characters is 50.

Info Tab

Scorecard

Name of the associated scorecard.

Perspective

Name of the perspective associated with the objective in the scorecard tree, unless no perspective is associated yet.

Theme

Name of the theme associated with the objective in the scorecard tree, unless no theme is associated yet.

Object Type

Shows whether the object is an Objective or a Risk.

Use Equal Weighting (checkbox)

If this is selected, the system takes over weighting and will always do it equally among all linked child objects.

Description

Text area used for providing a brief description of the objective. The maximum number of characters is 1024.

Owner

Defaults to the owner ID that is signed in, or you can select another owner.

Subjective Comments

Text area used for adding a lengthy text description. The maximum number of characters is 1024.

Link/Unlink Measures Tab

 

Panel where you can modify the list of measures linked to the objective. For details, see How to Link or Unlink Measures.

Adjust Measure Weights Tab

 

Panel where you can allocate the weighting percentages for the measures that are tied to an objective. There must be more than one measure associated with an objective to adjust the weights. The total weighting of all measures is always equal to 100 percent. If only one measure is tied to an objective, and you attempt to adjust the weights, a pop-up error message opens. This tab is only available if you are not using automatic weighting.

For details on this capability, see Weighting Measures Across Objectives.

Content Tab

 

Allows you to control the content available when selecting an objective.

Risks

A risk describes an area that you are measuring that represents a specific problem, or threat, to your enterprise. Risks can be placed on the Strategy Map, and you have the ability to link different metrics to each risk.

All risks for a given scorecard are displayable, regardless of whether they have been assigned to a perspective, by clicking the Risks panel button in the Author page. By expanding its tree structure, you can see all the risks in the scorecard, as well as any measures linked to the risks.

To edit, delete, or create a risk, select the Risks panel button, expand a Risks folder, and click a desired risk. The Edit Risk panel opens, as shown in the following image.

Edit Risk panel

If you expand a specific risk, one or more underlying measures are displayed. You can select the measure to open the Edit Measure panel where you can edit, delete, or create a measure. For details on the Edit Measure panel, see Performance Management Framework Administrator.

The same fields are required for adding a new or updating an existing risk. The following table lists and describes the fields and tabs available in the Edit Risk panel.

Field

Description

Name

Name of the risk. The maximum number of characters is 50.

Info Tab

Scorecard

Name of the associated scorecard.

Perspective

Name of the perspective associated with the risk in the scorecard tree, unless no perspective is associated yet.

Theme

Name of the theme associated with the risk in the scorecard tree, unless no theme is associated yet.

Object Type

Shows whether the object is an Objective or a Risk.

Use Equal Weighting (checkbox)

If this is selected, the system takes over weighting and will always do it equally among all linked child objects.

Description

Text area used for providing a brief description of the risk. The maximum number of characters is 1024.

Owner

Defaults to the owner ID that is signed in, or you can select another owner.

Subjective Comments

Text area used for adding a lengthy text description. The maximum number of characters is 1024.

Link/Unlink Measures Tab

 

Panel where you can modify the list of measures linked to the risk. For details, see How to Link or Unlink Measures.

Adjust Measure Weights Tab

 

Panel where you can allocate the weighting percentages for the measures tied to a risk. There must be more than one measure associated with a risk to adjust the weights. The total weighting of all measures is always equal to 100 percent. If only one measure is tied to a risk and you attempt to adjust the weights, a pop-up error message opens. This tab is only available if you are not using automatic weighting.

For details on this capability, see Weighting Measures Across Objectives.

Content Tab

 

Allows you to control the content available when selecting a risk.

Themes

Themes usually relate to high-level corporate principles that drive overall enterprise strategy.

To view and work with themes, click the Themes panel button, expand the Themes folder, and click the desired theme. The following image shows the Edit Theme panel.

Edit Theme panel

The same fields are available whether you are creating a new, or editing an existing theme. The following table lists and describes the fields and tabs available in the Edit Theme panel.

Field

Description

Name

Name of the theme. The maximum number of characters is 50.

Info Tab

Scorecard

Name of the scorecard that contains this theme.

Description

Text area to describe the intention of the theme. The maximum number of characters is 1024.

Color

Color you select from the color palette.

Owner

Select the owner from the list.

Content Tab

 

Allows you to control the content available when selecting a theme.

Projects

Projects enable you to create, assign, track, and update the status on project-level tasks.

To edit, create, or delete a project, click the Projects panel button in the Author page, and select the desired project.

Alternatively, you can access projects in an existing scorecard from the scorecard tree. To do this, expand the desired Perspectives subfolder, expand the desired Objectives folder, and then expand the specific Objective folder for which you want to add or edit a project. Click Projects, and then click the specific project.

The following image shows the Edit Project panel.

Edit Project panel

For the fields that prompt you for a date, for example, the Start Date of a Task, click the field and select the date from the calendar that opens.

The system creates any new measures needed - one budget measure and one schedule measure for each time period indicated in the start and end date fields.

Users enter the Finish Date, which causes the percent done measure target to be automatically generated for each time period over which the project spans. Changes can add or delete records, and adjust targets.

The same fields are required for adding a new or updating an existing project.

The following table lists the tabs and describes the fields and tabs available in the Edit Project panel.

Field

Description

Info Tab

Project Name

The name of the project. The maximum number of characters is 50. Click the field to enter or edit the project name.

Project Owner

Select the owner from the list.

Start Date

Start date for this project.

Note: This value is set in the Tasks tab.

End Date

The date this project was completed.

Note: This value is set in the Tasks tab.

If your End Date shows as Delayed, this means that the current date is later than the currently set planned end date for the task with the last end date on the project.

Projected End Date

The projected end date of the project.

Current Budget

The current cost value of this project.

Original Budget

The original target cost value of this project.

Actual Spend

The actual cost value of this project.

Description

Text area to describe the project. The maximum number of characters is 1024.

Budget Flex

Percent value to be used to determine the inner edge of the yellow indicator zone for the budget of the project. The scale represents the Pct used, not Pct reached.

If you need to go below or above scale, you can enter the value in the text field and the slider will pin the value at the appropriate end.

Budget Threshold

Percent value to be used for the threshold, which determines when an indicator shows red for the budget of the project. The scale represents the Pct used, not Pct reached.

If you need to go below or above scale, you can enter the value in the text field and the slider will pin the value at the appropriate end.

Schedule Flex

Percent value to be used to determine the inner edge of the yellow indicator zone for the schedule of the project. The scale represents the Pct used, not Pct reached.

If you need to go below or above scale, you can enter the value in the text field and the slider will pin the value at the appropriate end.

Schedule Threshold

Percent value to be used for the threshold, which determines when an indicator shows red for the schedule of the project. The scale represents the Pct used, not Pct reached.

If you need to go below or above scale, you can enter the value in the text field and the slider will pin the value at the appropriate end.

Tasks Tab

Task Name

The name of the task.

Status

The current status of the task. The following options are available:

  • New. Only requires a task name.
  • Assigned. Requires an assignee and due date.
  • In progress. Requires an assignee, start date, and due date.
  • Deferred. Requires an assignee, start date, and due date. This status shows the task is in progress, but suspended.
  • Completed. Requires an assignee, start date, due date, and completed date. By default, the current date is the completed date.
  • Milestone. Requires a due date only. This option represents a point in time that a project phase ends, and the next one starts.

Note: If the status is set to In Progress, a slider appears to the right of this field. This shows a percent value to be used to show how much of the task has been completed.

Assigned to

The user this task is assigned to for completion.

Start Date

The date this task was started.

Note: If you move the start date forward in time for an existing project and you cross a time period boundary, PMF deletes all existing measures created prior to the new start date. If you move the start date back in time and cross a time period boundary, PMF creates new measure entries for time periods prior to the previous start date. In both situations you can enter a revised total budget. Also, PMF adjusts the percentage reached figures.

Currently Due

The current due date for this task.

Originally Due

The original due date for this task.

Note: This tab is only available when you select a task to view from the Tasks tab.

Completed On

The date the task was completed. This date is automatically set when the Status of the task is set to Completed.

Note: Tasks will be ordered by this date.

Assigned by

The user that assigned the selected task.

Description

Text area to describe the task. The maximum number of characters is 1024.

Feedback & Expenditure Tab

Allows you to add feedback or expenditure for a task.

Note: This tab is only available when you select a task to view from the Tasks tab.

Content Tab

 

Allows you to control the content available when selecting a project.

Gantt Tab

 

Shows a Gantt chart, which is a time analysis of tasks and the milestones associated with them.

Processes

Process tracking enables you to align objectives to core business processes and to link your processes to supporting documentation. You can align any existing process to one or more objectives with the Strategy Map. One measure series is defined and named for each process, and can be input using the New Measure Wizard.

Processes can be linked to operational views including a WebFOCUS view showing project detail, a web-based project or document, BPM systems, or any other source. You have to set up an internal or external process related source as a PMF launch page before you can establish an Operational Report link to a PMF process.

To edit, create, or delete a process, click the Processes panel button in the Author page, and select the desired process.

Alternatively, you can access processes in an existing scorecard from the scorecard tree. To do this, expand the desired Perspectives subfolder, expand the desired Objectives folder, and then expand the specific Objective folder for which you want to add or edit a process. Click Processes, and then click the specific project.

The following image shows the Edit Process panel.

Edit process panel

For the fields that prompt you for a date, for example, a Start Date, click the date and time icon to supply the information.

The same fields are required for adding a new or updating an existing process. The following table lists and describes the fields and tabs available in the Edit Process panel.

Field

Description

Process Name

The name of the process. The maximum number of characters is 50.

Description

Process description. The maximum number of characters is 1024.

Start Date

Start date for this process.

End Date

End date for this process.

Owner

Select the owner from the list.

Process Report

Select from the Process Report drop-down menu to establish a link that drills out to an internal (WebFOCUS) or external (web-based) Project, report, or other documentation source.

To view the selected Process Report, select the name of the process that you edited from any report in PMF and select Operational Report from the pop-up menu.


WebFOCUS