Delegate categories with BSC Designer
As company faces new business challenges the Balanced Scorecard of the top-management grows. The number of indicators and categories will increase significantly soon.
To prevent overloading of the scorecard and in order to involve line-level employees some parts of Balanced Scorecard should be delegated to the lower level business unit or employee.
Delegating scorecard step-by-step
Step 1. Open Balanced Scorecard Project
Step 2. Right click on any category. You will have two options - "Delegate as a project" and "Delegate with indicators"
- “Delegate as a project” option. All indicators from your category will be removed. The new project will be created, where the category will be delegated.
- “Delegate with indicators” options. Selected category and indicator will be delegated. The new project will be created.
Step 3. Select the location where delegated project should be saved. Click "Save" button to delegate.
- You can select local folder or location in the local network.
- You can upload the project on your FTP sever automatically. FTP sever is better option if your employees will need to access the data from different locations. Learn more about working with projects located on FTP.
Step 4. Right click on the category that was delegated. Select "Open source document" command. This command will open the project that was created as a result of delegation.
You can also right click on the category that was delegated and select “Edit imported properties” command to access all the settings of delegated category.
Once the category was delegated, you cannot change its values. If you need to change the values, you or your employee should open the delegated project. Once values are updated in the delegated project they will be updated in the parent project too.
