Initiatives pane

Use this pane to create, modify, and delete initiatives.

For more information, see:

• "What Are Initiatives?"

• "Creating Initiatives"

This pane is part of the "Scorecard editor."

Components

Initiative Tree

Displays the initiatives that have been defined for the scorecard and the KPIs that measure their progress hierarchically. It also shows the statuses of initiatives and KPIs using the appropriate colors and symbols that you specified for assessment mappings. For more information on assessment mappings, see "Defining Assessment Mappings for Scorecards."

Toolbar

This toolbar contains the following buttons:

• Create Initiative — Use this button to display the "Scorecard editor: Initiative Details tab," where you create an initiative as a child of the selected initiative.

• Open — Use this button to open the selected object for editing or viewing, depending on the current mode.

• Delete — Use this button to delete the selected object and all of its descendants (if any), if you have the appropriate permission.

Right-Click Menu for an Object

Displays options for working with an object. See "Right-Click Menu for Objects in the Initiatives Pane and Strategy Pane."

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Right-Click Menu for Objects in the Initiatives Pane and Strategy Pane

The right-click menu for objects in the "Initiatives pane" or the "Strategy pane" provides a number of options that allow you to work with the objects in the pane. For example, you can open objects, delete objects, or reorder objects using cut and paste operations.

The options vary depending on the type of object, whether the object is in the Initiatives pane or Strategy pane, and whether the Scorecard editor is in edit or read-only mode:

• Open — Use this option to display the object for editing or viewing, depending on the current mode.

• Delete — Use this option to delete the selected object and all of its descendants (if any), if you have the appropriate permission.

• Cut — Use this option to remove the selected object and all of its descendants (if any) for pasting to another position within the tree.

  To cancel a cut, perform another action inside the Initiatives pane or Strategy pane in which you have initiated the cut action, press the Esc key, or paste back to the same location.

• Create Objective — Use this option to display the "Scorecard editor: Objective Details tab," where you create an objective as a child of the selected objective.

• View Strategy Tree — Use this option to display the strategy tree for the selected object.

• View Cause & Effect Map — Use this option to display the cause & effect map for the selected object.

• Create Initiative — Use this option to display the "Scorecard editor: Initiative Details tab," where you create an initiative as a child of the selected initiative.

• Analyze — This option is available only when you select a KPI. Use this option to create an analysis based on the KPI. The analysis is automatically saved in the catalog in the My Folders/Drills folder.

  
  

  Note: Because the My Folders/Drills folder is used for temporary storage, the analysis might not persist after the Oracle Business Intelligence session ends. To preserve the analysis, copy it to another directory. For example, to preserve an analysis that you plan to use in a shared dashboard, copy it to a folder in /Shared Folders.

  
  

• Create Agent — This option is available only when you select a KPI. Use this option to display the "Create New Agent dialog," where you create an agent from the KPI.

• Contact Owner — Use this option to display the "Contact Owner dialog," where you can contact the business owner of the object.

• Permissions — Use this option to display the "Permissions dialog," where you can set permissions for an object.

• Paste Before — Use this option to move the object that you have cut before the selected object at a sibling level.

• Paste After — Use this option to move the object that you have cut after the selected object at a sibling level.

• Paste As Child — Use this option to move the object that you have cut to be a child of the selected object.

  The cut object will be pasted after the last existing child of the selected object if there are any, otherwise it will become the only child. You can use Paste Before or Paste After instead if you want to position the cut object relative to an existing child.

Notes

The guidelines for reordering objects in the Initiatives pane and Strategy pane are as follows:

• You cannot paste an object to itself or one of its descendants.

• You cannot paste an object as a child of a KPI. (KPIs cannot have children.)

• To paste an object, you must have the correct permissions for modifying the object that is to become its parent.

• You can cut and paste only one object (and its descendants, if any) at a time.

• You cannot cut and paste an object from the Initiatives pane to the Strategy pane or from the Strategy pane to the Initiatives pane.

• Because cutting and pasting an object may have an effect on weight assignments and permissions, after the paste you may need to manually adjust:

  • Weight allocations, if weighted assessment rules are being used

  • Permissions of the moved object or its new ancestor objects (if different).