Creating an Objective
You must have one of the following user type
permissions:
BI Author Developer
BI Tenant Administrator
- Edit the scorecard for which you want to create an objective. For information, see "Opening or Editing a Scorecard".
- In the Strategy pane:
If the objective that you want to create can be independently achieved, then select the root objective.
If the objective that you want to create is required to meet a higher-level objective, then select the higher-level objective.
- Click the Create Objective toolbar button or right-click and select Create Objective.
- Highlight the default objective name in the top left corner and enter a new name for the objective.
- In the Description field, enter a description of the objective.
- Specify the analytic information (including the KPIs to be used to measure the progress and performance of the objective) by completing the Analytics pane. For information, see "Completing the Analytics Pane for an Objective or Initiative".
- Specify the collaboration information by completing the
Collaboration pane as follows:
- (optional) Add comments by clicking the Add Comment button.
- Specify the business owner that users can contact by clicking the Set User button. (By default, the business owner is the creator of the scorecard.)
- (optional) Add related documents by clicking the New Row button.
- Add related items by completing the Related Items pane
as follows:
- Click Save.