Customize Platform for Strategic Planning Workflow

Learn how to adapt the BSC Designer platform to the strategic planning workflow used in your organization by adjusting the properties of KPIs, goals, and initiatives.

Custom Fields

All goals, KPIs, and initiatives in BSC Designer have certain predefined properties. To add additional properties, use the Custom Fields feature:

  1. Navigate to Settings > Workflow tab.
  2. Use Custom Fields to manage additional fields for the items.

Additional fields will appear in the description dialog for goals and indicators.

Custom field in the description dialog

Customizing Templates

The templates available in the New > New Scorecard > More templates section can be customized.

To save a scorecard as a template, follow these steps:

  1. Open a scorecard.
  2. Select the Save as Template command from the Tools menu.

To manage custom templates and select a default template for new scorecards, follow these steps:

  1. Select Menu > Settings > Workflow tab.
  2. Use the controls in the Scorecard Templates group.

Customization of Initiative Statuses

All initiatives in BSC Designer have a Status property.

The statuses can be customized in Settings > Workflow in the Initiative Statuses section.

Customization of the Dashboard Templates

The layout of the diagrams on the Dashboard tab can be saved as a template:

  1. Click Edit dashboard properties button.
  2. Click Save as template.
  3. A new template will appear in the list of dashboards.

All the dashboard templates can be managed via Settings > Workflow tab.

Customizing Optimization Formulas

Optimization formulas are used to calculate the progress and performance of indicators. To reuse a formula:

  • Enter the performance formula dialog.
  • Configure the required formula.
  • Click on the Save as template button.

The new performance formula will be available in the drop-down list of formulas.

General Settings of Organizations

Use Settings > Organizations tab to customize:

  • Logo of the organization.
  • Currencies (affect measurement units for KPIs and budget units for initiatives).
  • Fiscal year.
  • Week start day (relevant for indicators updated weekly and daily).
  • Annual data aggregation setting (YTD).
  • Date and time format.

Measurement Units

To customize measurement units available in the platform:

  • Select any KPI
  • Click on the Edit button next to the Unit of measure field
  • Add new measure units

To add currency as a new measure unit, use the Currencies section on the Settings > Organizations tab.

Risk is a special measurement unit. When customizing it, consider changing the role of the measurement unit to one of the risk roles.