Scorecard

A scorecard is a report of the status or success of the organization. It consists of a collection of performance indicators (KPIs) that are arranged under different strategic objectives, which in turn are arranged under perspectives.

A scorecard is created for a specific organization. Each organization can have an infinite number of scorecards. This is useful in organizations that have several types of measuring frequencies and wish to make use of all of them. E.g. you can create one scorecard with a monthly frequency and one with a quarterly frequency.

You can move scorecards and organizations up and down in the BMP model using Ctrl+up and Ctrl+down, so that scorecards appear directly under the organization to which they belong, to make the relationships more apparent.

On Web, organizations with no scorecard display as unselectable in the navigation menu and in the page breadcrumb.

How to create a scorecard in Configuration Studio

To add a scorecard right click the organization to which it belongs in the Business Management Platform model panel and choose Add -> Scorecard.

Properties

ID - a unique ID. Objects are numbered consecutively, but the ID may be changed

IDs should not contain special characters such as ) ( . * } { + < > [ ] etc.

General

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

Use a Text property to add Vision, Mission, Main Goal etc. to a Scorecard.
Period type - the type of period for which the data is displayed (month, year, etc.)

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

Information

Linked to - the name and ID of the template object to which this object is linked

Time span

Time span - click the Time span button () and select the Time span to use.

Time spans are created and maintained in Shared web items.

On Web, an organization whose scorecard is invalid for the current time period displays as unselectable in the navigation menu and in the page breadcrumb.

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.

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

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.
On Web, an organization whose scorecard is not visible displays as unselectable in the navigation menu and in the page breadcrumb.

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.

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.

Scorecards inherit the default values for these properties. Default values can be set in Settings/Portal options in Configuration Studio. Original default values are YTD enabled default = "False" and Period selection enabled default = "Greater periods only".

Layout

Page setup - click the Page Setup button () and select a Page setup. Note that the Page setup selected here will affect child elements, not the current element itself. New Page setups can be created here; see Shared web items for more information.

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.