Work with Status Overrides

You can override a status in specific areas.

You can work with status overrides in many places in a scorecard, including in:

• Watchlists. See Work with Comments in Watchlists.

• The Diagram tab of a view. SeeWork with Status Overrides in the Diagram Tab of a View.

As you work with status overrides, remember that a status override is associated with a specific point of view. See About the Point of View Area.

Tip:

Prior to overriding a status, ensure that the business owner has been set for the KPI, initiative, or objective. See Create KPIs.

See About Status Overrides.

Work with Status Overrides in Watchlists

You can maintain status overrides to ensure they are applied properly.

In a watchlist, you can view status overrides and override cancellations that were previously applied, and apply new overrides and override cancellations to the initiatives or objectives, and KPIs in the watchlist.

1. Open or edit the scorecard.
2. Open the object in which you want to work with status overrides and navigate to the appropriate pane or tab.
3. Ensure that the values that are displayed in the point of view area reflect the desired context for the status override. (For example, you might want to override the status of a KPI for the Eastern region.)
4. To override a status or to cancel an override:
   1. In the watchlist, right-click the Status cell in which you want to override the status or cancel an override and select Override Status.
   2. Complete the Status Override dialog and click OK.
5. To view status overrides or override cancellations that were previously applied to an object, hover the mouse pointer over the red asterisk to the right of the status symbol. In the Status window, you can:
   • View status overrides or override cancellations that were previously applied.
   • Display the Status Override dialog to apply a new override or to cancel an override by clicking New Override.
   • Pin the window so that it stays open by clicking the Pin button.

Work with Status Overrides in the Diagram Tab of a View

Status overrides can be layered to ensure a status is displayed regardless of the original status.

In the Diagram tab of a view, you can view status overrides and override cancellations that were previously applied, and apply new overrides and override cancellations to objectives and KPIs that are displayed in the view. For example, you can work with status overrides in the Diagram tab of the Strategy Tree tab.

1. Open or edit the scorecard.
2. Open the view in which you want to work with status overrides and navigate to the Diagram tab.
3. Ensure that the values that are displayed in the point of view area reflect the desired context for the status override. (For example, you might want to override the status of a KPI for the Eastern region.)
4. To apply a new status override:
   1. Click the Options button on the right side of the node to which you want to apply the status override and select Override Status from the Node Options Menu.
   2. Complete the Status Override dialog and click OK.
5. To view status overrides that were previously applied to an object, hover the mouse pointer over the red asterisk to the right of the status symbol. In the Status window, you can:
   • View status overrides that were previously applied.
   • Display the Status Override dialog to apply a new override by clicking New Override.
   • Pin the window so that it stays open by clicking the Pin button.