Use categories to logically organize scorecards and initiatives in reports and on view tabs.
To create categories:
From the Object View, click Categories and select a type:
Scorecard—Group similar kinds of scorecards, such as strategy element or employee.
Initiative type—Group kinds of initiatives, such as individual or departmental.
Initiative status—Group initiatives based on degree of completion.
Priority—Group initiatives by importance or urgency.
Enter a category name. For example, to create a category for financial scorecards, enter financial.
Specify the sequence in which the category is displayed in Order.
You can now associate scorecards or initiatives with the category.