Creating Custom Perspectives

When you create a scorecard, you specify whether you want to use the default perspectives that are defined by the Balanced Scorecard Methodology (using the Use Default Perspectives? check box. If you:

• Do not use the default perspectives, then you must create your own custom perspectives.

• Do use the default perspectives, then you can create one or more custom perspectives to use along with the default perspectives.

To create custom perspectives:

1. Edit the scorecard for which you want to create a custom perspective. See "Opening or Editing Scorecards" for additional information.

2. In the "Perspectives pane", click the New Perspective toolbar button.

   The "Scorecard editor: Perspective tab" is displayed. Figure 12-8 shows an example of a financial perspective displayed on the Perspective tab.

   Figure 12-8 The Scorecard Editor: Perspective Tab

   
   

3. In the Perspective Name field, enter the name of the perspective.

4. (optional) In the Description field, enter a description of the perspective.

5. Click the Set User button to display the "Select Business Owner dialog", where you select the business owner. (By default, the business owner is the creator of the scorecard.)

6. In the Focus area, specify whether the focus of the perspective is financial or internal facing. See "Scorecard editor: Perspective tab" for additional information.

7. Add related documents, as appropriate. See "Related Documents area" for additional information.

8. Click Save.

   The perspective displays in the "Perspectives pane".

You can now associate initiatives, objectives, and KPIs with this custom perspective. You associate an initiative and objective with a perspective when you create or edit the initiative or objective. See "Creating Initiatives" and "Creating Objectives" for additional information. You associated a KPI with a perspective when you edit the details of the KPI. See "Working with KPI Details" for additional information.