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Setting Up and Using Manufacturing Scorecard

To use Manufacturing Scorecard perform the following tasks:

  1. Set up PeopleSoft EPM warehouse tables.

    • Define PeopleSoft EPM components including business rules, general options, business units, business models, scenarios, security, ledgers and templates, tablemaps, datamaps, filters, and constraints.

    • Extract, transform, and load data from source tables into the Operational Warehouse Staging tables.

    • Review data warehouse tables delivered with the system.

    • Run ETL to populate the data warehouse tables.

  2. Set up Scorecard tables (optional).

    You are not required to set up these tables to implement Manufacturing Scorecard if you plan to use only the delivered Manufacturing Scorecard KPIs. The metadata for these KPIs is also delivered; it is in the SHARE SetID. However, if you plan to establish your own scorecards or KPIs, you will need to establish these tables.

    • Define your strategy, which includes creating strategy trees and strategy components; setting up strategy components and specifying their assessment method, and creating the scorecard definition.

    • Prepare data required for KPIs which includes these tasks: define the data from the Enterprise Warehouse that is the basis for your data elements (data elements are used by KPIs to measure actual results); create calculation definitions on which to base a KPI; specify what type of activity should occur as a result of KPI assessment; establish actions to take as a result of KPI assessment (actions are made up of one or more activities); establish assessment definitions—that is, when the target rule that uses this assessment evaluates as true, the image assigned appears on the scorecard.

    • Define KPIs, including calculation and assessment frequency, attachments, analysis paths, report attributes, and notes.

    • Establish the security groups for viewing KPIs and for KPI assessment.

    • Define assessments.

    • Define summary calendars.

    • If you use default targets for any KPI dimension members, enter those values.

    • Set up user profiles.

  3. Set up Manufacturing Scorecard.

    • Define calculations.

    • Define parameters for calculating metrics.