Creating Scorecards

To create a scorecard:

1. In the global header, click New and then select Scorecard.

   The "New Scorecard dialog" is displayed.

2. Specify a name for the scorecard.

3. (optional) Specify a description of the scorecard.

4. Select the location in which to save the scorecard.

5. Specify whether to use the default Balanced Scorecard perspectives. If you deselect the Use Default Perspective? check box, you must create your own custom perspectives with which you will associate initiatives and objectives. See "Creating Custom Perspectives" for additional information.

6. Click OK. The new scorecard is created. You can now perform the remaining tasks for creating a scorecard, as described in "How Do I Create a Scorecard?"