Balanced Scorecard Edit Mode Screens - Click to Enlarge:

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Balanced Scorecard Edit - Free Text Cell
This shows the Balanced Scorecard screen in Edit Mode with the Objectives Grid clicked & the Initiatives showing.
- The Initiative text is displaying inside the text box and the text has been changed.
- The Initiative Text is a free-text column (not list-based) because this text is almost never repeated.
Balanced Scorecard Edit - Free Text Cell
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Balanced Scorecard Edit - List Based Cell
This shows the Balanced Scorecard screen in Edit Mode with the Objectives Grid clicked & the Initiatives showing.
- The Account Code selections are displaying inside the Drop-Down control.
- This column was setup as List-Based because these are standard codes and they need to be cross-referenced.
Balanced Scorecard Edit - List Based Cell
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Balanced Scorecard Edit - Add Objective Grid Row
This shows the Balanced Scorecard screen in Edit Mode and in the process of adding a new Objectives Grid row.
- The Objectives that were defined in the Strategy Map are available in the drop-down list.
- The next column to defined will be the KRA or KPI which defines how that Objectives relates to a person.
Balanced Scorecard Edit - Add Objective Grid Row
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Balanced Scorecard Edit - Add Initiative Grid Row
This shows the Balanced Scorecard screen in Edit Mode and in the process of adding a new Initiatives Grid row.
- The Initiatives Text is being typed into the text box and the grid updates as we type.
- When we designed the Initiatives Grid we chose a free-text column as the initiatives text is never repeated.
Balanced Scorecard Edit - Add Initiative Grid Row
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Balanced Scorecard Edit - Add List Item
This shows the Balanced Scorecard screen in Edit Mode and in the process of adding a new Initiatives Grid row.
- The Account code was being selected but we needed to add a new account code to the list.
- Hence we clicked on the 'Add New List Item' and we are able to add the new Account Code.
Balanced Scorecard Edit - Add List Item
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Balanced Scorecard Edit - Select Date Range
This shows the Balanced Scorecard screen in Edit Mode and in the process of adding a new Initiatives Grid row.
- We are selecting a Date Range from the drop Down List (The Date is a list-based column).
- We are also being shown the Data-Valid grid which is only used if monthly planning is enabled.
Balanced Scorecard Edit - Select Date Range
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Balanced Scorecard Edit - Set Rating Gauge Value
This shows the Balanced Scorecard screen in Edit Mode and in the process of editing an existing Initiatives row.
- We have clicked on the gauge and have decided that we want to drive the Gauge value from the Gantt Actual row.
- The red X values on the driver panel indicate invalid selections, probably because these rows are not defined.
Balanced Scorecard Edit - Set Rating Gauge Value
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Balanced Scorecard Edit - Set Gantt Grid Style
This shows the Balanced Scorecard screen in Edit Mode and in the process of editing the Gantt Grid Designer.
- We have clicked on the Gantt Setup Icon in the Initiatives Grid and the Options panel is displaying.
- We have decided that this grid will only have Actual Values and the cells will contain Speedometer gauges.
Balanced Scorecard Edit - Set Gantt Grid Style
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Balanced Scorecard Edit - Set Gantt Grid Values
This shows the Balanced Scorecard screen in Edit Mode and in the process of editing the Gantt Grid Data.
- We have clicked on the Gantt Data Icon in the Initiatives Grid and the Gantt Data panel is displaying.
- We are entering data on a scale of 0 to 100, where 100 is the best value.
- If our data required that 0 was the best score (example sick days) then we would click on the [>] button to swap.
Balanced Scorecard Edit - Set Gantt Grid Values
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Balanced Scorecard Edit - Set Finance Grid Style
This shows the Balanced Scorecard screen in Edit Mode and in the process of editing the Finance Grid Designer.
- We have clicked on the Finance Setup Icon in the Initiatives Grid and the Options panel is displaying.
- We have decided that this grid will also have Planned Profit and the cells will contain Currency values.
- This Finance grid design is exclusive to this Initiative.
Note: The text available for row names is limited, but will be increased when V5 is released.
Balanced Scorecard Edit - Set Finance Grid Style
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Balanced Scorecard Edit - Set Finance Grid Values
This shows the Balanced Scorecard screen in Edit Mode and in the process of editing the Finance Grid Data.
- We have clicked on the Finance Data Icon in the Initiatives Grid and the Planned Finance Data panel is displaying.
- In the text box we clicked on the down arrow to display the calculator keypad and are using that to enter the data.
Balanced Scorecard Edit - Set Finance Grid Values