Define scorecard structure
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Prerequisites
- Access to the Management > Scorecard Planning (ST009) menu.
- Previously created scorecard.
Introduction
After creating the scorecard, it is necessary to define its structure.
This structure can be configured from different perspectives, such as structural, institutional, or strategic map, according to the definitions of the framework associated with the scorecard.
This article will address the definition of the strategic map from a structural perspective, presented as a standard, regardless of the framework associated with the scorecard.
Define the scorecard structure
1. Access the Management > Scorecard Planning (ST009) menu.
2. Click Search and select the scorecard you want to use to build the structure.
3. Click the button 
.
4. The scorecard will be displayed and, from the structure view, it is possible to hierarchically assemble the elements and indicators that compose it.
5. At the top, you will find tools to configure the elements and indicators that can be added to the scorecard structure.
Resources for configuration
Show inactive users
Click this button to display inactive elements and indicators in the scorecard structure as well.
Element
Use this option to include or associate elements with the scorecard structure.
This option will only be displayed if the framework associated with the scorecard has an associated type in the Structure tab.
Indicator
Use this option to include or associate indicators with the scorecard structure.
Link
It allows you to link an indicator or scorecard to the scorecard structure.
The data in the linked scorecard/indicator cannot be edited.
Goal
Allows access to the target and measurement entry screen.
Formula
Allows you to use the formula editor feature.
6. After completing the structure assembly, simply close the screen for the structure to be properly defined.
If the scorecard was included from a template or another scorecard, the structure, institutional, strategic map, and strategic analysis may be populated with the information defined in the source record.
Monitoring the achievement of indicators, elements, and other items in the views can be done through the Scorecard Execution menu.
Conclusion
Defining the scorecard structure is a crucial step in organizing the elements and indicators that make up the organization's strategy.
Once this configuration is complete, the scorecard will accurately reflect the strategic plan, enabling the monitoring of results and supporting the analysis of organizational performance.
After defining the structure, the next step is to include the target and measurement values.