Authors: Creating a Scorecard
There are several ways to create Scorecards in PMF.
Choose one of the following methods depending on your needs:
Create a new scorecard. If
you are starting from scratch and want to create a prototype of
a new scorecard quickly, you can use the PMF Scorecard Wizard to
create a new scorecard in minutes. The Scorecard Wizard takes you
through all of the steps required to create a scorecard, from selecting
the strategic objectives and perspectives, to creating commonly-selected
metrics including entry formulas for each strategic objective. After
you complete creating a scorecard with the Scorecard Wizard, you
only need to draw the Strategy Map and type some sample values for
the metrics. PMF does the rest.
To open the New Scorecard Wizard,
click Scorecards in the left pane of the
Author tab, and select the Wizard button.
Copy an existing scorecard. If
you are trying to copy an existing scorecard, the PMF cascade function
enables you to do this quickly and easily. When you save the scorecard,
PMF copies all aspects of the scorecard including the Strategy Map
and metric linkages. The Strategy Map includes cause and effect
linkages, project and process links, and themes. The metric linkages
includes all corresponding weights.
To open the New Scorecard
panel and access the cascade function, click Scorecards in
the left pane of the Author tab, and select the New button.
Provide the new scorecard with a name, select the scorecard you
want to copy from the Parent Scorecard drop-down list, select the Cascade
Scorecard check box, and click Save to
complete the cascading operation.
After the scorecard cascading
is complete, you can change the parent child relationship of the
scorecard you created, which effectively removes the cascade and disconnects
the parent and child scorecards from each other. You can also change other
aspects of the scorecard including the objectives, perspectives,
metrics, projects, processes, and cause and effect linkages.