Establishing Scorecards

To establish scorecards, use the Scorecard (BC_BSC_DFN1) component.

This topic discusses how to:

Define a scorecard.
Determine which set of KPIs and dimension members to assess.
Specify the assessment KPIs.
Specify the assessment dimension members.
Attach related KPIs.
Define the distribution list.

Pages Used to Establish Scorecards

Page Name	Definition Name	Navigation	Usage
Scorecard	BC_BSC_DFN	select Scorecards, then select Define Scorecard, then select Scorecard	Define scorecards.
Scorecard - Assessment	BC_BSC_DFN2	select Scorecards, then select Define Scorecard, then select Assessment	Specify which strategy component KPIs of the scorecard to consider when determining assessment results.
Scorecard - KPI Selection	BC_BSC_DFN3	Click View/Select KPIs on the Scorecard - Assessment page.	Specify which of the KPIs to assess for this scorecard. The default option is to assess all of the KPIs that are associated with the strategy tree components for the scorecard.
Scorecard - Dimension Member Selection	BC_BSC_DFN5	Click View/Select Dimension Members on the Scorecard - Assessment page.	Specify which dimension members to include for this scorecard. The default option is to include all of the KPI dimension members.
Scorecard - Related KPIs	BC_BSC_DFN4	select Scorecards, then select Define Scorecard, then select Related KPIs	Associate KPIs with a scorecard that aren't actually part of the scorecard, but are related to it in some way.
Scorecard - Personalize For	BC_BSC_DFN6	select Scorecards, then select Define Scorecard, then select Personalize For	Specify the users and roles for which to create the scorecard.

Scorecard Page

Use the Scorecard page (BC_BSC_DFN) to define scorecards.

Navigation

select Scorecards, then select Define Scorecard, then select Scorecard

Image: Scorecard page

This example illustrates the fields and controls on the Scorecard page. You can find definitions for the fields and controls later on this page.

Scenario ID

Select the scenario with which this scorecard is associated.

Owner

Select the individual who is primarily responsible for this scorecard.

Strategy Tree

Select the strategy tree on which this scorecard is based. This defines the strategy components for the scorecard.

Prior Periods to Display

Select how many past calendar periods to display assessment results for. This controls how many past assessment periods appear when you view the scorecard. Values are:

Current: Display only the current period.

Last 13: Display results from the past 13 periods.

Last 6: Display results from the past 6 periods.

Last 3: Display results from the past 3 periods.

Show Only KPIs in Assessment

Select to evaluate (assess) only the KPI dimension members that are specified on the Scorecard - Assessment page. This can improve performance.

Assessment

Within the Treat as Risks grid, add rows to specify which assessments are considered exceptions, that is, assessment results that are below acceptable performance standards.

Any scorecard KPIs that receive assessments that are equivalent to those that you list here appear on the KPI List page after you click the Show Risks button when you view the scorecard results. This enables you to quickly identify potential problems.

Scorecard - Assessment Page

Use the Scorecard - Assessment page (BC_BSC_DFN2) to specify which strategy component KPIs of the scorecard to consider when determining assessment results.

Navigation

select Scorecards, then select Define Scorecard, then select Assessment

Image: Scorecard - Assessment page

This example illustrates the fields and controls on the Scorecard - Assessment page. You can find definitions for the fields and controls later on this page.

This page controls which of the KPIs are associated with the strategy tree components of the scorecard to assess, and which of their dimension members to include.

KPI Selection

Specify which KPIs to assess. Values are:

All KPIs in Strategy: Select to assess all of the KPIs that are associated with components on the scorecard strategy tree. This is the default value for this field.

Select KPIs: Select to assess a defined subset of the KPIs that are associated with components on the scorecard strategy tree. Define the subset by clicking the View/Select KPIs link.

View/Select KPIs

Click to access the Scorecard - KPI Selection page, where you can define or view the subset of KPIs to assess.

See Scorecard - KPI Selection Page.

KPI Dimensions

Use this grid to define which dimension members to include. Only dimensions from the set of KPIs that are specified in the KPI selection appear in the grid.

Click to access the Dimension page, where you can review the dimension details.

Dimension Member Selection

Specify which dimension members to include. Values are:

All Members that the KPIs Use: Select to include all of the dimension members that the KPI includes (established when the KPI is defined).

Select Dimension Members: Select to use a subset of the dimension members. Define the subset by clicking the View/Select Dimension Members link.

View/Select Dimension Members

Click to access the Scorecard - Dimension Member Selection page, where you can define the subset of dimension members to include.

See Scorecard - Related KPIs Page.

Scorecard - KPI Selection Page

Use the Scorecard - KPI Selection page (BC_BSC_DFN3) to specify which of the KPIs to assess for this scorecard.

The default option is to assess all of the KPIs that are associated with the strategy tree components for the scorecard.

Navigation

Click View/Select KPIs on the Scorecard - Assessment page.

Image: Scorecard - KPI Selection page

This example illustrates the fields and controls on the Scorecard - KPI Selection page. You can find definitions for the fields and controls later on this page.

You can use constraints to define the subset of KPIs to include, specify individual KPIs, or both.

Create New Constraint

Click to access the Constraint page, where you can add a new constraint.

KPI Constraints

Insert rows in this grid to specify KPIs by using a constraint.

Constraint

Select the constraint by which to define a subset of KPIs.

Only constraints that are based on KPIs appear in the selection list. Constraints are established in PeopleSoft EPM.

KPI Values

Insert rows in this grid to specify individual KPIs to include.

KPI ID

Select a KPI to include.

Scorecard - Dimension Member Selection Page

Use the Scorecard - Dimension Member Selection page (BC_BSC_DFN5) to specify which dimension members to include for this scorecard.

The default option is to include all of the KPI dimension members.

Navigation

Click View/Select Dimension Members on the Scorecard - Assessment page.

Image: Scorecard - Dimension Member Selection page

This example illustrates the fields and controls on the Scorecard - Dimension Member Selection page. You can find definitions for the fields and controls later on this page.

You can use constraints to define the subset of dimension members to include, specify individual dimension members, or both.

Create New Constraint

Click to access the Constraint page, where you can add a new constraint.

Dimension Member Constraints

Insert rows in this grid to specify dimension members by using a constraint.

Constraint

Select the constraint by which to define a subset of dimension members.

Dimension Member List

Insert rows in this grid to specify individual dimension members to include.

Select a dimension member to include.

Scorecard - Related KPIs Page

Use the Scorecard - Related KPIs page (BC_BSC_DFN4) to associate KPIs with a scorecard that aren't actually part of the scorecard, but are related to it in some way.

Navigation

select Scorecards, then select Define Scorecard, then select Related KPIs

Image: Scorecard - Related KPIs page

This example illustrates the fields and controls on the Scorecard - Related KPIs page. You can find definitions for the fields and controls later on this page.

In the KPIs grid, insert rows and select the KPI ID to associate other KPIs with this scorecard. This information is used to create the View Related KPIs page and provides a way to review KPIs that are not part of the strategy tree when you view a scorecard. For example, if a KPI can have a substantial effect on the success of your strategy, but is not an integral part of that strategy, you can associate it with your scorecard here.

Note: Except for when you are using a consolidated business unit, when you view KPIs within the context of the scorecard, you do not see other business unit dimensions. You see only the business unit that matches the scorecard, even if you have security access to other business units. However, you can view across business units when monitoring scorecards using the Related KPIs page. Therefore, KPIs that have the dimension of business unit should be included as related KPIs so that users with security access to view other business units can see them.

Scorecard - Personalize For Page

Use the Scorecard - Personalize For page (BC_BSC_DFN6) to specify the users and roles for which to create the scorecard.

Navigation

select Scorecards, then select Define Scorecard, then select Personalize For

Image: Scorecard - Personalize For page

This example illustrates the fields and controls on the Scorecard - Personalize For page. You can find definitions for the fields and controls later on this page.

Re-notify Users

Select to send an email notification using the text in the Re-notification Text field the next time that the scorecards are assessed.

Notification Text

Enter the text for the email that is sent to users the first time that this scorecard is created for them.

Re-notification Text

Enter the text for the email that is sent to all scorecard users when the scorecard is recalculated and the Re-notify Users check box is selected.

Scorecard Users

Add rows within this grid and complete the following fields to specify the users and roles for which to create the scorecard.

User/Role

Select User to add a user, or Role to add a role.

Select the role ID or user ID.

Name

Displays the description of the selected user ID or role ID.

Scorecard ID

Displays the scorecard ID that the system generates.