How to: Reference: |
This section provides reference information about the scoreboard-related options you can access from the Author tab. If you want to view, edit, create, or delete:
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. 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. |
Themes usually relate to high-level corporate principles that drive overall enterprise strategy.
To view and work with themes, click Scorecards and expand the tree structure under Themes, then click a 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. |
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, 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:
For details on this capability, see Weighting Measures Across Objectives.
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:
For details on this capability, see Weighting Measures Across Objectives.
To modify the list of measures linked to an objective, perform the following steps.
The Link Measures to Objective or Link Measures to Risk form opens, as shown in the following image.
You can link more than one measure by selecting all of the applicable check boxes.
Select the Unlink? check box for the measure.
Your changes are reflected under Measures Currently Linked.
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.
Projects are similar to objectives since both have metrics assigned to them. The major difference between a project and an objective is time. Objectives are open-ended goals that are typically targeted and applied as part of a strategy for its lifetime, while projects have well-defined start and end times. You can measure the impact of projects on aligned objectives and keep track of the progression of budgets and schedules.
In PMF, you can add any number of projects from external project management sources or by direct input, and track those projects. Projects 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 project related source as a PMF launch page before you can establish an Operational Report link to a PMF project.
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, Projected End Date), click the calendar icon to supply the information.
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, and at the level indicated in the Time Level Tracking drop-down list.
Users enter the Completed 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 and describes the fields in the Edit Project form.
Field |
Description |
---|---|
Project Name |
The name of the project. The maximum number of characters is 50. |
Description |
Text area to describe the project. The maximum number of characters is 1024. |
Owner |
Select the owner from the list. |
Project Report |
Select from the Project Report drop-down list 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. |
Start Date |
Start date for this project. 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. |
Original Planned End Date |
Original estimated end date for this project if the projected end date is changed. |
Projected End Date |
Estimated end date for this project. Note: If you move the projected end date backward in time for an existing project and you cross a time period boundary, PMF deletes all existing measures created after the new end date. If you move the projected end date forward in time and cross a time period boundary, PMF creates new measure entries for time periods that fall after the previous projected end date. In both situations you can enter a revised total budget. Also, PMF will adjust the percentage reached figures. |
Completion Date |
Date/time of the completion of this project. |
Time Level Tracking |
Time period used to track the project. Select from Year, Quarter, or Month. Note: If you change this setting for an existing project, PMF deletes all existing measures for that project. |
Total Budget |
The total budgeted costs. |
Total Schedule |
The total budgeted schedule. |
Budget Threshold |
Percent value to be used for the threshold, which determines when an indicator shows red for this project's budget. |
Budget Flex |
Percent value to be used to determine the inner edge of the yellow indicator zone for this project's budget. |
Schedule Threshold |
Percent value to be used for the threshold, which determines when an indicator shows red for this project's schedule. |
Schedule Flex |
Percent value to be used to determine the inner edge of the yellow indicator zone for this project's schedule. |
Measure Period |
The current period of time for this project, which is based on the time level tracking setting. |
Target Budget |
The target cost value of this project. |
Actual Budget |
The actual cost value of this project. |
Target Schedule |
The target scheduled time for this project. |
Actual Schedule |
The actual time used for this project. |
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 list 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 |