Creating Custom Views

To create a custom view:

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

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

   The "Custom View tab: Diagram tab" is displayed.

3. Drag objectives and KPIs from the "Strategy pane" and drop them on the diagram.

4. Specify how you want each objective or KPI to be displayed on the diagram. For each objective or KPI, select it on the diagram and specify whether you want it displayed as:

   • Its full version. To do so, click the Full toolbar button.

   • Its simple version. To do so, click the Simple toolbar button.

   • One of its properties. To do so, click the Property toolbar button and select the property.

5. (optional) Specify a background image, a background color, or both by clicking the Properties toolbar button to display the "Custom View Properties dialog."

6. To:

   • Display options that enable you to work with a node, click the Options button (on the right side of the node) to display the "Node Options Menu."

   • Display additional performance data for the KPI, such as target value or variance, click the down arrow at the bottom center of the node. To collapse this data, click the up arrow.

   • Zoom in and zoom out of the diagram, use the toolbar buttons on the "Scorecard editor: Custom View tab."

   • Work with comments:

     • Hover the mouse pointer over the Comment button in the upper-right corner of a node to display the "Status window," where you can read the comments that were previously added, add another comment, or reply to a comment.

     • Click the Options button on the right side of the node to which you want to add a comment and select Add Comment from the "Node Options Menu." The "New Comment dialog" is displayed, where you can add a comment or read any comments that were previously added.

     See "About Comments" and "Working with Comments" for additional information.

   • Work with status overrides on nodes for which you are the business owner:

     • Hover the mouse over the red asterisk (if available) in a node to display the "Status window," where you can view the overrides that were previously applied or apply another override.

     • Click the Options button on the right side of the node to which you want to apply the status override and select Override Status from the "Node Options Menu." The "Status Override dialog" is displayed, where you apply another override or view any overrides that were previously applied.

     See "About Status Overrides" and "Working with Status Overrides" for additional information.

7. Click the "Custom View tab: Details tab."

8. Specify a description, assign the business owner, and specify related documents, as appropriate. (By default, the business owner is the creator of the scorecard.)

9. Click Save to display the "Save As dialog." In the Save As dialog, you can rename the cause & effect map rather than use the default name.