Creating EPM Workspace Pages

  To create EPM Workspacepages:

1. Select File, then New, and then Workspace page

2. Select the template, such as two columns, for the page layout.

3. Select HPS Repository from the Source list to the left.

4. From view pane to the left, drag and drop the data to use as follows:

   • To add employee scorecards—Select Employee, and then the employee or Employee List, and then the employee.

     You can change the data displayed (scores, status levels etc.) and the format in which it displays (such as graphs, charts, or trending table) by clicking the Edit button, . See Customizing EPM Workspace Pages.

   • To add measures and dimensional measures—Select Measures, and then the measure, or Measure List, and then the measure.

     The performance level of the measure is displayed in addition to result values, scores, and target values by date. You can change the kind of measure data that is displayed (initiatives, PTD results, trending data etc.) and the format in which it displays (such as a graph or chart) by editing the Workspace page. See Customizing EPM Workspace Pages.

   • To add provided reports—Select Reports, and then the report. This information is displayed:

     • Active Alerts—Identifies all alerts that have been triggered, such as scorecards departing from an acceptable range, in your application. Once you save the page, users will be able to select alerts to access more information.

     • Measure Performance Report—Result value, target value, and score for each measure by a time period that you can specify. Once you save the page, users will be able to select measures to access detailed information.

     • Scorecard Performance Report—The performance status, score, and trend (indicating how performance has changed) of all scorecards. Once you save the page, users will be able to select scorecards to access detailed information.

     • Employee Profile Report—Name, professional title, E-mail, performance status (as evaluated by primary scorecard), and performance trend (indicating how performance has changed) for all employees. Once you save the page, users will be able to select employees to access more information.

5. Enter a name for each component in the Title field.

6. To change the information displayed for the objects you add, click the Edit button, on each window and see Customizing EPM Workspace Pages.

7. Select File, and then Save.