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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 and expand the tree structure under Perspectives, 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 form.

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

Field	Description
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.
Adjust Objective Weights	Click this button to display a form in which you adjust weighting percentages. For information on that form, see Weighting Objectives Across a Strategy.

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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:

• All objectives for a given scorecard are displayable regardless of whether they have been assigned to a perspective by clicking the Objectives panel button in the Author tab. By expanding its tree structure, you will see all the objectives in the scorecard and also any measures linked to the objectives.
• Objectives that have been linked to a perspective can be displayed by expanding the perspective under the Scorecards panel button.

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

If you expand a specific objective, one or more underlying measures are displayed. You can select the measure to open the Edit Measure form where you can edit, delete, or create a measure. For details on the Edit Measure form, 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 in the Edit Objective form.

Field	Description
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.
Name	Name of the objective. The maximum number of characters is 50.
Theme	Name of the theme associated with the objective in the scorecard tree, unless no theme is associated yet.
Report	View on which this objective appears.
Object Type	Shows whether the object is an Objective or a Risk.
Description	Text area used for providing a brief description of the objective. The maximum number of characters is 1024.
Subjective Comments	Text area used for adding a lengthy text description. The maximum number of characters is 1024.
Owner	Defaults to the owner ID that is logged on; or you can select another owner.

The following two buttons are also available in the Edit Objective form:

• Link/Unlink Measures. Opens the Link/Unlink Measures form, where you can modify the list of measures linked to the objective. For details, see How to Link/Unlink Measures.
• Adjust Measure Weights. Opens the Weight Measures Across Objective form, where you can allocate the weighting percentages for the measures 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 is displayed.

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

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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 tab. By expanding its tree structure, you will see all the risks in the scorecard and also any measures linked to the risks.

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

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

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

Field	Description
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.
Name	Name of the risk. The maximum number of characters is 50.
Theme	Name of the theme associated with the risk in the scorecard tree, unless no theme is associated yet.
Report	View on which this risk appears.
Object Type	Shows whether the object is an Objective or a Risk.
Description	Text area used for providing a brief description of the risk. The maximum number of characters is 1024.
Subjective Comments	Text area used for adding a lengthy text description. The maximum number of characters is 1024.
Owner	Defaults to the owner ID that is logged on; or you can select another owner.

The following two buttons are also available in the Edit Risk form:

• Link/Unlink Measures. Opens the Link/Unlink Measures form, where you can modify the list of measures linked to the risk. For details, see How to Link/Unlink Measures.
• Adjust Measure Weights. Opens the Weight Measures Across Risk form, 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 is displayed.

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

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To modify the list of measures linked to an objective, perform the following steps.

1. In the Edit Objective or Edit Risk form, click the Link/Unlink Measures button.

   The Link Measures to Objective or Link Measures to Risk form opens, as shown in the following image.

   

2. To link a measure to the selected objective, find the desired measure in the Measures Available to be Linked section of the form and select the Link? check box.

   You can link more than one measure by selecting all of the applicable check boxes.

3. To unlink a measure associated with the selected objective, find the measure under Measures Currently Linked.

   Select the Unlink? check box for the measure.

4. Click Save to make the changes to the list of measures linked to the objective.

   Your changes are reflected under Measures Currently Linked.

5. Click the Adjust Measure Weights button to access the Weight Measures Across Objective form to assign weighting percentages. For instructions, see Weighting Measures Across Objectives.

   It is strongly recommended that you adjust the weighting of measures after changing linking relationships. If you do not adjust weighting, metric totals may be inaccurate.

6. On the Link/Unlink Measures form, click Objective or Risk to display the Edit Objective or Edit Risk form again.

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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 form.

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

Field	Description
Scorecard	Name of the scorecard that contains this theme.
Theme Name	Name of the theme. The maximum number of characters is 50.
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.

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The new PMF Project system allows you to not only measure projects, but gives you the ability to also manage them:

• You can create, assign, track, and update the status on project-level tasks.
• The Project panel incorporates a quick-entry task grid, as well as a fast Gantt chart that allows graphical overview of project status.
• Task management is available to Project managers, as well as those responsible for performing Project Tasks. Task management allows rapid multi-editing using the Tasks panel.
• End users can focus on individual tasks, single Projects, or quickly scan across all Projects, depending on their level of access.
• A robust suite of reports are available that allow side-by-side analytics of project performance against strategic objectives.

Projects no longer have separate budget and schedule metrics. Instead, project budget metrics are based on analyzing the task-level spend vs. the project-level budget. Project schedule metrics are based on analyzing the task schedules (start dates, completed dates, and Progress) of each task.

Classic PMF Project reports report summaries of the tasks of a project. The reports available are:

• Objective/Project and Project/Objective: These reports show high-level summaries of metrics that are based on task-level data that has been input by the project participants
• Project Detail: This report shows the overall project progress. Its metrics are based on task-level data that has been input by the project participants.
• Project Properties

Since projects in PMF 5.3.2 no longer have separate budget and schedule metrics, upgrading to this release effectively deletes these metrics from the system.

Each migrated project will have a single task pre-determined. The task will be named after the project (similar to what happens when you created a new project and save it without altering it). Note that the start date of a migrated project, completed date, and total budget will reflect the data of the migrated project. Any project-level budget or schedule records will be deleted from the system.

To edit, create, or delete a project, click the Projects panel button in the Author tab, 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, 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 form.

For the fields that prompt you for a date (for example, 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 in the Edit Project form and their fields.

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.
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.
Project Report	Select from the Project 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 Project Report, select the name of the project that you edited from any report in PMF and select Operational Report from the pop-up menu.
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, today’s 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	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 will adjust the percentage reached figures.
Currently Due	The current due date for this task.
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.
Gantt Tab
	This tab shows a Gantt chart, which is a time analysis of tasks and the milestones associated with them.

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To create a new project, perform the following steps:

1. In the Author tab, click the Projects panel button.
2. Click New.

   The New Project panel opens.

3. Enter a name for the project.
4. Click Save.

   Note: If you choose Save now, one Task will be automatically created in New mode. Every project must have at least one Task assigned to it. The name of the Task will be the name of the project.

5. You can enter a Description or Budget, or set tolerances at any time.
6. Click the Tasks tab, as shown in the following image.

   

   You can enter tasks at will, or use the Tab key to move to the next row.

7. Click Save.

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Note: You can drill into any individual Task from the Tasks panel in Projects, or the end-user Tasks gadget.

From the Tasks tab:

1. Select Assigned from the Status drop-down menu.
2. Select the Owner assigned to the task from the Assigned to drop-down menu, as shown in the following image.

   

3. Enter the current due date of the task from the calendar provided.

   

4. Click Save.

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Note: You can drill into any individual Task from the Tasks panel in Projects, or the end-user Tasks gadget.

From the Tasks tab:

1. Select In Progress from the Status drop-down menu.
2. Specify a Start Date using the calendar provided and modify the Currently Due date, if necessary.
3. Set the current progress of the project by dragging the progress bar, as shown in the following image.

   

4. Click Save.

Note: If you switch the status from In Progress to Assigned, the Start Date will be cleared.

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Note: You can drill into any individual Task from the Tasks panel in Projects, or the end-user Tasks gadget.

From the Tasks tab:

1. Select Completed from the Status drop-down menu.
2. Specify the Completed On date using the calendar provided.
3. Click Save.

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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 tab, 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, 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 form.

For the fields that prompt you for a date (for example, 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 in the Edit Process form.

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.