Open Scorecard Objects

Several options are available when opening scorecard objects.

To open a scorecard object:

  1. Open or edit the scorecard that contains the object.
  2. To open:
    • An objective, double-click it in the Strategy pane to display the Objective Details tab.
    • An initiative, double-click it in the Initiatives pane to display the Initiative Details tab.
    • A view (for example, a Strategy Map), a mission or vision statement, a KPI watchlist, or a smart watchlist, double-click it in the Scorecard Documents pane. Depending on the object you double-clicked, one of the following tabs is displayed:
      • Cause & Effect Map tab

      • Custom View tab

      • Strategy Map tab

      • Strategy Tree tab

      • KPI Watchlist tab

      • Smart Watchlist tab

      • Mission tab

      • Vision tab

    • A perspective, double-click it in the Perspectives pane to display the Perspective tab.
    • A KPI, double-click it in the:
      • Strategy pane or the Initiatives pane. The KPI Details tab is displayed.

      • Catalog pane for Scorecard. The KPI tab is displayed.

    • Any object, select the object and click the Open button on the tab toolbar or right-click the initiative or objective and select the Open option.