Click the Create Objective toolbar button or right-click and select Create Click Save. In the Assessment Rule box, select the rule to be used to assess the overall for an objective only In the LeadingLagging box, indicate whether the for an initiative onl
3. Click the Create Objective toolbar button or right-click and select Create
Objective . The Scorecard editor: Objective Details tab is displayed. 4. Highlight the default objective name in the top left corner and enter a new name for the objective.5. In the Description field, enter a description of the objective.
12-12 Oracle Fusion Middleware Users Guide for Oracle Business Intelligence Enterprise Edition 6. 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 Objectives or Initiatives . 7. Specify the collaboration information by completing the Collaboration pane as follows:a. optional Add comments by clicking the Add Comment button to display the
Add Comment dialog . See About Comments .b. Specify the business owner that users can contact by clicking the Set User
button to display the Select Business Owner dialog . By default, the business owner is the creator of the scorecard.c. optional Add related documents by clicking the New Row button to display
the New Related Document dialog . Also see Related Documents area . 8. Add related items by completing the Related Items pane as follows: a. Add one or more objectives that impact or support that is, help achieve or hinder progress on this objective. To do so, drag the objective from the Strategy pane and drop it in the Causes table. The Causal Linkage dialog is displayed, where you specify how closely the objectives are related and whether changes to the values in this causal objective have a direct or inverse impact on this objective. For example, for an Increased Client References objective, you might drag and drop the following objectives that could cause or help or hinder it: Decreased Client Response Time and Increase Customer Issue Resolutions. b. Add one or more initiatives that is, the tasks that are required to meet the objective. To add an initiative, drag it from the Initiatives pane and drop it in the Initiatives Driving This Objective table. The Initiative Linkage dialog , where you specify how closely the initiative and the objective are related and whether changes to the values in this initiative have a direct or inverse impact on this objective. c. Add one or more objectives that this objective impacts or supports. To do so, drag the objective from the Strategy pane and drop it in the Effects table. The Causal Linkage dialog is displayed, where you specify how closely the objectives are related and whether changes to the values in this causal objective have a direct or inverse impact on this objective.9. Click Save.
Completing the Analytics Pane for Objectives or Initiatives When you create an objective or initiative, you must specify the analytics for the objective or initiative by completing the Analytics pane . To complete the Analytics pane: 1. In the Perspective box, select the perspective with which the objective or initiative is to be aligned.2. In the Assessment Rule box, select the rule to be used to assess the overall
performance of the initiative or objective. For example, select Worst case to specify that the status of the worst performing child KPI or objective is to be used. Scorecarding 12-133. for an objective only In the LeadingLagging box, indicate whether the
performance of the objective drives other objectives, or is affected by the performance of other objectives or other data or processes.4. for an initiative only In the Priority box, select the priority that indicates the
importance and urgency of an initiative. 5. for an initiative only Specify the start date, due date, and completion date.6. In the Action Link area, add any action links that you want to provide to users to
let them take actions that are relevant for the status of the objective or initiative. For information, see Adding Actions to Initiatives and Objectives in Scorecards . Also see What Are Actions?7. In the Objectives KPIs or Initiatives KPIs table, add the KPIs to be used to
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