Perspective

A perspective is a viewpoint from which the organization sees its strategy.

There are four perspectives that are common to most organizations, but more or others may be used. The four are:

Financial
Customer
Internal
Learning and growth

How to create a perspective in Configuration Studio

Perspectives are created under scorecards. To create a perspective right click the scorecard to which it belongs in the Model panel and choose Add -> Business object -> Perspective.

Properties

General

Name - the name of the Perspective.

The default name is "Perspective". You can change the value, provided the new one doesn't contain special characters such as ) ( . * } { + < > [ ] and other.
Description - an optional text to describe the Perspective.

Corporater BMP displays this text when you click Description in the drop-down for the Perspective on Web.
Table expansion- select the default expansion state of the Task list on Web.
- Expanded - displays all levels of tasks by default.
- Collapsed - displays only top-level tasks by default. You can expand the structure manually.
- Expand first level - displays tasks up to the first level for each task in the Task list on Web.
- Expand second level - displays child tasks up to the second level for each task in the Task list on Web.
- Expand third level - displays child tasks up to the third level for each task in the Task list on Web.

Column set - click the icon on the right and choose the Perspective column set you want to use. Perspective column sets are created and configured in Shared web items.
- It is only possible to select Column set for perspectives; the column set will be inherited further down in the hierarchy.
- Perspective objects can use only Column width sets. You can create and configure a Column widths set in Shared web items.
Column widths - click the icon to the right and select the Column widths set to use.

Each child object of the perspective inherits the selected Column widths set.

Status & Progress

Status algorithm - the algorithm type used to calculate the status. See Algorithm types for more information. Default for scorecards is "Weighted status".

If you don't want to show the status gauge in the Top bar use "No status".
Status - if you selected "Manual status" in Status algorithm, select the status color to show on the web: "Red", "Yellow", "Green", or "None"; this may also be set directly on the web
Status type - click the Status type button () to choose the Status gauge configuration you want to use. Status types are configured here.
Inherit status - used when "Manual status" is selected in Status algorithm; if not checked, the status will be cleared for each period so that the user must register status for each period; if checked, the status will NOT be cleared and if no other status is registered for this period, the status from the previous period will be used

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.

Weight - the weight factor of this object. Indicates the importance an object has in relation to other objects at the same level.

Configuration

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.

Features

Addable items - select which object categories and object types can be added to the object on Web from the list of existing default and custom object types.

If the individual objects or the objects in the specified category are template model objects, when a user adds them to the object on Web, Corporater BMP creates corresponding new objects in the business model as objects that are linked to those template model objects.
Allow adding sub-pages - check to allow Web users to add objects that display as sub-pages to the object on Web.
Show Strategic objectives - check for strategic objectives that are children objects to the object to be visible on Web.
Show Top bar - select for the top menu bar to display on the object's page on Web.
Show Menu bar - select for the menu bar to display on the object's page on Web; the menu bar contains the page name, status gauge and trend arrow where applicable, as well as the logo for the current organization.
Show tools - select for the Function menu to display next to the page name on the object's page on Web.
Show Tabs - select for the tab bar to display on the object's page on Web.
Visible - select how the object displays on Web. This setting applies to how the object displays on a page and in any other page element that includes it, such as the breadcrumb, the organization tree, search results, filtered lists, maps, reports and workflow items.
- Visible
- Not visible
- Only visible for Admin
- Only visible when displayed as page - displays the object only when it is doesn't have a parent object.

Lifetime

Lifetime start - select the first day the object and its available children are valid.
Lifetime end - select the last day the object and its available children are valid.

For more information on how to limit the time period during which an object is available to users, see Time span.

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.

Miscellaneous

YTD enabled - select the object's relation to year-to-date (YTD) calculations.
- True - enables YTD calculations for the object.
- False - disables YTD calculations for the object.
- Inherit - determines the object to use the value of the corresponding property from its parent object.

Period selection enabled - select the availability type of the period selector for this object on Web.
- Inherit - applies the same availability type as for the object's parent.
- True - displays the selector with each period for the object.
- Greater periods only - displays the selector with only periods that are greater than the scorecard period for the object.
- False - hides the selector for the object.

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.

When you have created one or more perspectives the next step is to create a Strategic objective. Do so by right clicking the perspective name and choosing Add -> Business object -> Strategic objective.