Collaboration pane

Use this pane to identify information that is helpful for collaborating on KPI details, an initiative, or an objective, including the business owner, key resources, and related documents.

For more information, see:

• "Working with KPI Details"

• "Creating Initiatives"

• "Creating Objectives"

This pane is part of the "Scorecard editor: KPI Details tab", "Scorecard editor: Initiative Details tab", and "Scorecard editor: Objective Details tab".

Components

Comments

Displays the comments that have been added to the KPI, initiative, or objective. For more about comments, see "About Comments".

Use this area to view and manage the comments. Before you begin to work with comments, ensure that the point of view controls reflect the values for which you want to add or view comments.

To:

• Add a new comment, click the New Comment button to display the "New Comment dialog".

• Reply to a comment, click the Reply link to display the "Reply dialog".

• Expand or collapse all comments, click the Expand All or Collapse All button.

• Expand or collapse an individual comment, click the Expand or Collapse button.

Business Owner

Displays the user ID of the person responsible for managing the initiative, objective, or KPI. To specify the business owner, click the Set User button to display the "Select Business Owner dialog", where you can search for and select the business owner.

Related Documents

(for KPI details) Displays links to documents that provide supporting information to the KPI. You added these links when you created or edited the KPI. For more information, see "Creating KPIs".

(for initiatives and objectives) Use the "Related Documents area" to view and manage documents that provide supporting information to the initiative or objective.

Key Resources

This area is available only for initiatives.

Displays the key resources for an initiative, that is the users who are working on an initiative.

Use this area to view and manage the key resources:

• To add a new key resource, click the New Row button to display the "Key Resource dialog".

• To edit a key resource, select the key resource in the list and click the Edit Row button to display the "Key Resource dialog".

• To delete a key resource, select the key resource in the list and click the Delete Row button.