You can set up an item scorecard by selecting the required item to be viewed, and the scorecard of categories to be used to assess the item.
To select the item and scorecard for the item workbook:
- In the Item field in the Title area, from the drop-down list, select the item to be viewed.
- In the Scorecard field, from the drop-down list, select the scorecard to be used to assess the item. The Workbook is refreshed, and the selected categories, values and indicators are displayed.
Note:
- If you accessed the item workbook from an item cell popup menu in the Scorecard module, the workbook for the current item is automatically displayed, and the scorecard used in the Scorecard module is displayed as the current scorecard.
- If you selected the Workbook module as your default entry module, the item and scorecard are displayed according to your user preference settings.