Creating Smart Watchlists

To create a smart watchlist:

1. Edit the scorecard in which you want to create the smart watchlist. See "Opening or Editing Scorecards" for additional information.

2. In the "Scorecard Documents pane," click the New Object toolbar button and select Create Smart Watchlist.

   The "Scorecard editor: Smart Watchlist tab" is displayed. Figure 12-21 shows an example of a smart watchlist for Eden Inc.

   Figure 12-21 The Scorecard Editor: Smart Watchlist Tab

   
   

3. In the Filter pane, specify the filter criteria as follows:

   1. In the "Filter pane: Relationship tab," specify the object relationships by which the scorecard objects are to be filtered. You can add objectives, initiatives, or KPIs by dragging the objects from the Strategy and Initiatives panes and dropping them in the "Filter pane: Relationship tab."

   2. In the "Filter pane: Type tab," specify the object types by which the scorecard objects are to be filtered.

   3. In the "Filter pane: Perspective tab," specify the perspective associations by which the scorecard objects are to be filtered.

   4. In the "Filter pane: Performance tab," specify the performance criteria (status, score, or ranking) by which the scorecard objects are to be filtered.

   5. In the "Filter pane: Ownership tab," specify the business owner assignments by which the scorecard objects are to be filtered.

4. Set smart watchlist properties. To do so, click the Properties toolbar button to display the "Smart Watchlist Properties dialog."

5. Manage the smart watchlist, as appropriate. See "Watchlists" for additional information.

6. Click Save to display the "Save As dialog." In the Save As dialog, you can rename the smart watchlist rather than use the default name.