Status Overrides

You can override the statuses of initiatives, objectives, or KPIs that measure the performance of initiatives and objectives. To override a status, you must be the business owner of the initiative, objective, or KPI. You can also cancel an override.

You can work with status overrides in many places in a scorecard. For example, you can apply a status override to an objective in the Scorecard editor: Objective Details tab. You can also apply a status override to an objective in the Diagram tab of a view, a smart watchlist, and a perspective in which its referenced.

A status override is associated with:

• An initiative, objective, or KPI that measures the progress of an initiative and objective.

  When an initiative, objective, or KPI that has a status override associated with it is referenced elsewhere in a scorecard, and the point of view being displayed matches that of the status override, a status override indicator — a red asterisk (*) — is displayed as follows:

  • In a watchlist, it is displayed to the right of the status symbol in the row containing the initiative, objective, or KPI. (For more information on watchlists, see "Watchlists".

  • In a node in the Diagram tab of a view, it is displayed to the right of the status symbol in the lower-left corner of the node.

• The status column of an objective, initiative, or KPI.

• A specific point of view.

  Status overrides are filtered by the values in the point of view area in the Scorecard editor that are currently in effect for the object being viewed. As a result, the status override for Eastern Region Sales can be different than the status override for Western Region Sales. (For more information on the point of view, see "Point of View Area".)

• Any dimension pinnings on the KPI.

  Status overrides are filtered by any other dimension pinnings which are in effect (on a KPI, scorecard, scorecard diagram, dashboard prompt, or KPI watchlist).

For how to work with status overrides, see "Status Overrides".