Adding Actions to Initiatives and Objectives in Scorecards

You can add one or more actions to an initiative or objective in a scorecard. When you add an action to an initiative or objective, you add the action by using an action link.

To add one or more actions to an initiative or objective:

1. Edit the scorecard that contains the initiative or objective.

2. Navigate to the initiative or objective to which you want to add an action as follows:

   • If you are adding the action to an initiative, then in the "Initiatives pane," double-click the initiative.

   • If you are adding the action to an objective, then in the "Strategy pane," double-click the objective.

3. In the Action Link area in the "Analytics pane," click the New Row button.

   The "Action Link dialog" is displayed.

4. In the State Equals box, select the state of the initiative or objective under which the action link is to be enabled.

5. To create an action (that is, an inline action), click the Create New Action button and specify the settings for the new action. For information, see "Specifying the Settings for New Actions."

6. To add an existing action (that is, a named action):

   1. Click the Select Existing Action button.

      The "Open dialog" is displayed.

   2. Click OK.

7. In the Link Text field, enter the text to display as the link to execute the associated action.

8. Click OK in the Action Link dialog.

   The action link is added to the Action Link area.

9. Save the objective or initiative.