Initiative table

Initiative tables contain the initiatives that are relevant to the current object; namely, strategic initiatives where the Affects property contains the current object.

By using the table's filter setting, you can display or hide initiatives based on the table's properties.

How to create an Initiative table in Configuration Studio

To add an Initiative table right click the scorecard object to which it belongs, choose Add -> Table -> Initiative table.

Properties

General

Name - the name "Initiative table" is generated automatically but it may be changed
Description - an optional text describing the object, displayed when you click Description in the drop-down for the Initiative table on the web

Column configuration - choose the properties to be displayed. By default, each object is configured to show a given set of properties, but you can change which properties to show and in which order. To change whether a property is visible or not, click the icon to the right and choose between "visible", "hidden" or "not available" in the Visible column. Web users can select to hide columns that are "visible" or show ones that are "hidden" by clicking the downward arrow on a column heading on the web; they will not see items with "not available". Use the arrows on the right to change the order.

Include

Query root - the starting point for the search. The table will only include initiatives found below this object. E.g. select a scorecard and all initiatives found on that scorecard will be included. Click the icon to the right of the field and choose from the list. If left blank the current object's parent object will be used.
Include subelements - when marked initiatives for child objects will also be displayed
Include suborganizations - when marked initiatives for child organizations will also be displayed

When only Include suborganizations is marked, the table displays the initiatives from the current organization, for the current object (e.g. Perspective) and from suborganizations, from the Scorecard level only. To display initiatives from other objects, Include subelements must also be marked.

Filter

'Affects' name contains - only initiatives that affect objects with this text in the name will be displayed in the table

'Affects' name contains will only be used when Include suborganizations or Include subelements is checked. Only the child scorecard elements to the suborganizations that match 'Affects' name contains will be included in the search.

If your setup does not have any child elements, 'Affects' name contains has nothing to search in.

Filter configuration - define the conditions that are to be met; this is done by selecting the desired properties, operations and values from the drop-down lists, e.g. ID = 100, Name contains Result, Status = Red

Start by clicking Add new rule set.

Specify:

- Any - an object must meet only one of the rules in a set
- All - an object must meet all of the rules in a set
- None - an object may not meet any of the rules in a set

Choose the property you want to define in the drop-down list on the left, e.g. ID. Select the operator you want, e.g. =. The contents of the operator drop-down list in the middle will be adjusted in accordance with what you choose. In the drop-down on the right, select the value the property should have, e.g. 100.

For some properties, the second drop-down list contains the "empty" option, so you can search for Strategic initiatives where that property is missing, e.g. Start date, Status, Progress, etc.

To create another rule set click Add new rule set.

Some properties such as Start date and End date are historical properties. That means that they will only have value in the period in which the value was entered, or in later periods until new values are entered for Start and End date. So Show 'Start date passed' only, and Show 'Start date not passed' only, Show 'End date passed' only, Show 'End date not passed' only work in periods where the Start date and End date are already set. So filtering on Start and End date will only work in periods where Start and End date already have values.

Example: You enter values in Start date and End date for a Strategic initiative in February 2017, Start date = Nov 1, 2016, End date = April 30, 2017. You want the Initiative table to show Initiatives where the Start date is passed in the past. In February, March, April, etc. you will see that particular Initiative in the Initiative table. However, if you go back to a period before February 2017 you will not see that particular Initiative in the list, because Start date was not yet set.

Status & Progress

Status algorithm - the algorithm type used to calculate the status: "No status", "Manual status", "Worst status", "Weighted status", "Best status". See Algorithm types for more information.
Status type - click the icon to the right to choose the status configuration to use. New status types can also be configured here. See Status types for more information.

Inherit status - applies only if you select 'Manual status' for Status algorithm.

If no status value exists for the period, Corporater BMP uses the status value for the previous period.

For Corporater BMP to clear the status value for each period so that users can manually register the status for these periods, deselect the option.

Manual status - if you selected "Manual status" in Status algorithm, you may also select the status color to show on the web: "Red", "Yellow", "Green", or "None"; this may also be set directly on the web (this property is not available in the Template panel)
Weight - the weight factor of this object. Indicates the importance an object has in relation to other objects at the same level.

Sorting

Sorting order - Select the sorting algorithm that Corporater BMP uses to sort items.
- None
- Ascending
- Descending
Sort column - click the Edit button () and select the column you want to sort by; the column will be converted to the column number which you will see in Sort column when you click OK. You may also enter the column number directly in Sort column. (Sort column is only available when Sort by row is not selected)

When sorting by column, "hidden" columns will also be available for selection.

Visibility

Chart template - choose the template to use when the table is converted to a chart on the web. Chart templates are configured in Shared web items.

Initiative tables can only be connected to Gantt charts.

Border style - choose the style the object should have:
- Frame and Title bar
- Frame only
- None
Visible - select how the object should appear on the web:
- Visible
- Not visible
- Only visible for Admin - shows the object on the web only for users with admin user role; this applies everywhere, e.g. breadcrumb, organization tree, page content, Reporter, searching, filtered lists, maps, and Workflow.
This can be useful e.g. when adding new elements to "live" objects.

Configuration

Location - click the icon on the right to select the folder in the Strategic initiative model where new initiatives that are created on the web page should be placed. If left blank initiatives will be stored in folders that are created automatically based on the name of the organization under which the initiative is created.

Go directly to new object - if checked, when a user adds any child object on the web he/she will be taken directly to the new object's page; if not checked the user will stay on the page of the owning (parent) object

Audit

Modified by - the name of the last user to make changes to the object.
Last modified - the date and time when the object was last changed.
Created by - the name of the user who created the object.
Created - the date and time when the object was created.

Advanced

ID - a unique ID for the object.

By default, Corporater BMP assigns consecutive numbers to new objects.

You can change the ID to a value of choice that can include either letters or letter and number combinations.

The ID mustn't contain only numbers, include special characters such as ) ( . * } { + < > [ ], or match the name of a default object type in Corporater BMP.

Visibility

It is possible to create a simple shortcut for adding sub-objects on the following list objects:

Risk Assessment table
Risk Factor list
Initiative table
Checklist
Task list
Indicator list

Users will then see "+ Add" on the Title bar of those list objects web.

Example

Let’s say you want it to be simple for users to add Tasks to a certain Task list.

In Defaults, right click Task list under Default objects, and add Task. You can use the default task configuration or customize it if desired.

In the BMP model, add a Task list, and double click it to configure. In Addable items in the Advanced tab, click the icon on the right and select the Task that you added in Defaults.

You can also configure Addable items on the Task list in Defaults but that will apply to all Task lists you add to the system.

The Task list must be configured with Border style = “Frame and Title bar”

If Addable items contains more than one object, users will need to use the standard procedure for adding objects.

Now go to the web page that contains the Task list. You will see that the Title bar now contains “+Add”. By clicking on it, the configuration dialog opens and the user can configure the Task in the usual way.

Only users with access to add Tasks to Task lists in Access Profiles will see “+Add”.

Show Menu Button - check if you want the button that opens the Options menu for the object to be available on the web page; among other things, the Options menu contains alternatives for editing and deleting. The contents of the Options menu can be configured in Page setup.

Show Icon/Status - select which icon to display in the Title bar. You can choose between:
- Table type icon - the standard icon for the object
- Status gauge icon - a status gauge used as icon
- No icon

Layout

Columns large screen - the number of page columns the object spans across on Web on a large screen device.
Columns medium screen - the number of page columns the object occupies on Web on a medium screen device.
Columns small screen - the number of page columns the object occupies on Web on a small screen device.

The maximum number of page columns is 6. Hence, for the object to span across the entire page, set the value of '6' for the device type.

For the object to span across half the page, set the value of '3'. For the object to span across a sixth of the page, set the value of '1'.
Page setup - click the Page Setup button () and select a page setup for children objects to the object. The object itself doesn't use the setup. You can create and configure page setups in Shared web items.
Header style - select the header style for the object.
- Inside - displays the object's name together with the object header on Web.
- Outside - displays a divider between the object's name and the object header on Web.
- None - displays the object without its object name.
Border style - select the border style for the object.
- Line - displays the object inside a frame on Web.
- None- displays the object without a frame on Web.
Shadow - check to display a shadow around the object on Web.
Show status as - select which icon to show in the Title bar. You can choose between:
- Status gauge icon
- Bullet icon
- No icon
Transparency - enter a value for how transparent the object is on Web.

The value range is between '0' to '100', where '100' represents that the object is fully transparent.
Header color - click the Edit button () and select a color for the object header.

You can create and configure colors in Shared web items.

For optimum design, Corporater BMP recommends you don't use bright gradients or transparent pastels as header colors for table headers.
Font color - click the Edit button () and select a color for the object's text font.

You can create and configure colors in Shared web items.
Container - click the Edit button () and select a container for the object.

The container represents the page tab on which the object displays on Web.

You can create and configure containers for page setups in Shared web items.
Show on large display - select for the object to display on devices with a large display.
Show on medium display - select for the object to display on devices with a medium display.
Show on small display - select for the object to display on devices with a small display.
Tab - the page tab to display the object on Web.

You can create and configure new tabs in Shared web items.

Access control

Read accessors - click the Edit button () and authorize one or more users and user groups to view the object on Web.
Add accessors - click the Edit button() and authorize one or more users and user groups to add new objects to the object on Web.
Write accessors - click the Edit button() and authorize one or more users and user groups to edit the object on Web.
Delete accessors - click the Edit button() and authorize one or more users and user groups to delete the object on Web.
Ownership - click the Edit button () and grant ownership of the object to one or more users and user groups.

Users and user groups who own the object have full access rights to it.
Override access profile - select for the object's access control setting to outrank the object's corresponding access settings in profiles.