Navigating the Author Page

In this section:

Strategy Subtab
Strategy To-Do List
Navigating the Scorecard Tree
Editing, Deleting, and Creating Scorecards

The Author and Strategy subtabs provide authors with all the capabilities you need to author PMF applications.

The Author subtab allows staff members that have authoring responsibilities to add, edit, and delete information for scorecards, measures (loaded, user-entered), objectives, risks, projects, and processes. It also provides a wizard that streamlines the creation of scorecards.

The panel buttons in the Author page represent components that involve scorecards, measures, objectives, projects, and processes. Click a panel button to view its contents. The following table contains 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, meaning you are accessing pmf_manufacturing or a similar file, the first panel button in the Author page, Scorecards, includes a sample scorecard that 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, where you can create a new scorecard. The Wizard button opens the New Scorecard Wizard, which guides 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, the New button displays. Clicking this button opens the New Measure panel, where you can create a new measure. For details about creating and editing measures, see Adding and Editing 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 page options, see the following topics:

You can also select the Show My Objects button at the bottom of the Author page 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.

Strategy Subtab

The Strategy subtab allows you to build Strategy Maps, and drag and drop objects on the map. The following image shows an example of a Strategy Map.

For consumers and analysts, the Strategy Map is read-only. For authors, the Strategy Map can be readable and writeable, if it has been set up that way by your administrator.

The read-only Strategy Map displays indicators that show the performance of metrics linked to the objectives displayed. The Strategy Map layout shows the relationship between objectives for your operational area of the enterprise. The indicators show an aggregate overall performance of the metrics you own for each of your objectives. The links between objectives for your enterprise represent your enterprise strategy. Larger arrows correspond to more important strategies. The size of the arrow does not affect how it is reported, but is meant as a visual cue only.

For a step-by-step tutorial on using the Strategy Map, see How to Draw the Strategy Map.

Strategy To-Do List

The Strategy To-Do List enables you to quickly view progress as you assemble and maintain Strategic scorecards. The list analyzes the steps that you have already taken to assemble these scorecards, and shows you what you need to do next to complete your strategies.

The Strategy To-Do List is the default view of the Author page, as shown in the following image.

The list displays current Scorecards and their current state, as indicated by icons. Each Scorecard shows four different states, with each state showing a condition of complete or to-do. The following table shows each state, and what is needed for it to be marked as complete.

State	Marked Complete When...
Measures	Every Shown Objective has at least one linked Measure.
Strategy	There is at least one Perspective and one Objective on the Strategy Map, and every Objective on the Strategy Map has at least one linked Measure. There is more than one Perspective or more than one Objective. There are no parked Objectives that have linked Measures. A parked Objective is an Objective that is not on the Strategy Map. Note: A KPI Scorecard will never have the Strategy state marked as complete.
Mapped	The Scorecard strategy is complete. All Perspectives are on the Strategy Map. All Perspectives have at least one Objective. Note: A Strategy Scorecard can have the Mapped state set to complete even if there are parked Objectives, as long as none of these Objectives have linked Measures. A KPI Scorecard will never have the Strategy state marked as complete.
Ready	(For a KPI Scorecard) The Measures state is marked as complete and all Measures on the Scorecard are loaded. (For a Strategy Scorecard) The Measures state is marked as complete and all Measures on the Scorecard are loaded.

Clicking the icon for a Scorecard opens a callout that provides more information for that particular state. The following table lists what is shown in each callout.

State	Callout Show...
Measures	All Measures that are shown on the Strategy Map. Note: Any Measure that is linked to an Objective not on the Strategy Map is labeled as hidden.
Strategy	All Objectives. An Objective will fall into one of the following categories: Objectives on the Strategy Map, with linked Measures. Objectives on the Strategy Map, without linked Measures. Parked Objectives, with linked Measures. Parked Objectives, without linked Measures.
Mapped	All Perspectives. The following Perspectives will be shown: Perspectives that are fully mapped. Perspectives without an Objective. Perspectives that are not on the Strategy Map.
Ready	All linked Measures. The callout also indicates whether a Measure is loaded or not.

Navigating the Scorecard Tree

To view the contents of the sample scorecard, expand the Scorecard and Strategic - CenturyCorp card folders to display the main scorecard component, Perspectives.

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 Strategic - CenturyCorp card.

The Themes folder, located in the Themes panel, can also be expanded to reveal objectives and measures elements.

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

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 Strategic - CenturyCorp scorecard are displayed in the Edit Scorecard panel, as shown in the following image.

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 three additional tabs that enable more functionality in the Edit Scorecard panel.

If you click the Adjust Objective Weights tab, the Objective Weights panel opens, where you can control the percentage that each objective represents as part of the overall scorecard strategy. For more information, see Weighting Objectives Across a Strategy.
If you click the Configure Functional Access tab, the Edit Scorecard User Access panel opens, where you can configure Scorecard Functional Access. For more information, see Working With Scorecard Security.
If you click the Content tab, the Edit Scorecard Content panel opens, where you can control the content that is available in the selected scorecard by allowing you to link or unlink multiple content items.

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.