Click Objects in the Objectives KPIs or Initiatives KPIs table and then If the KPI is dimensioned, then for each dimension, specify a value, select Use In the Label field, enter the name to be displayed for the KPI in the Click OK.

Scorecarding 12-13

3. 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

measure the progress and performance of the objective or initiative. To add a KPI:

a. Click Objects in the Objectives KPIs or Initiatives KPIs table and then

select Add KPI. Alternatively, you can drag the KPI from the Catalog pane for Scorecard or from the Scorecard Documents pane if the KPI has been saved to the current scorecard folder and drop it in the table. The Add KPI dialog is displayed.

b. If the KPI is dimensioned, then for each dimension, specify a value, select Use

Variable and specify the variable, or select Use Point-of-View to use the value selected in the point of view area. For more information on the point of view area, see About the Point of View Area .

c. In the Label field, enter the name to be displayed for the KPI in the

Strategy pane .

d. Click OK.

Note: If no KPIs have been defined, or you want to define another KPI to meet your needs, then you can create the KPI from within the Scorecard editor. For information, see Creating or Editing KPIs . Tip: You can modify the columns that are displayed in the Objectives KPIs or Initiatives KPIs table. To do so, select View then Show More Columns to display the Show More Columns dialog , where you can add or remove columns. Note: A KPI that you have added to the Strategy pane or Initiatives pane obtains many of its properties from the base KPI as it was originally defined in the KPI editor. You can override some of the base KPIs properties to customize them for use within Scorecard. The KPI properties that you can override are the label, description, business owner, and dimension pinnings. You also can assign a perspective and an indicator type. For information on overriding KPI properties, see Working with KPI Details . 12-14 Oracle Fusion Middleware Users Guide for Oracle Business Intelligence Enterprise Edition What Are Initiatives? Initiatives are time-specific tasks or projects that are necessary to achieve objectives. As such, you can use initiatives that support objectives as milestones as they reflect progress toward strategy targets. For example to implement an objective called Improve Customer Satisfaction, you might create these initiatives: ■ Create online feedback forum ■ Form response team Generally, an initiative supports multiple objectives. When you create an initiative, you assign it KPIs that are to be used to measure its progress. For more information on KPIs, see Chapter 11, Using KPIs and KPI Watchlists. Initiatives that you create are displayed hierarchically in the Initiatives pane . The root initiative represents all the initiatives that you implement to achieve objectives and goals. The KPIs that are assigned to an initiative are displayed below the initiative in the Initiatives pane. The Initiatives pane also shows the statuses of initiatives and KPIs using the appropriate colors and icons that you specified for assessment mappings. For more information on assessment mappings, see Defining Assessment Mappings for Scorecards . For information on creating initiatives, see Creating Initiatives . Creating Initiatives You can create one or more initiatives. Initiatives that you create should be measurable using KPIs and strategically relevant. For more information about initiatives, see What Are Initiatives? To create an initiative: 1. Edit the scorecard for which you want to create an initiative. For information, see Opening or Editing Scorecards . 2. In the Initiatives pane : ■ If the initiative that you want to create can be independently implemented, then select the root initiative. ■ If the initiative that you want to create is required to meet a higher-level initiative, then select the higher-level initiative.

3. Click the Create Initiative toolbar button or right-click and select Create