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Business Process Portal Manager's Guide
Using the Balanced Scorecard : Using the Balanced Scorecard Designer : Viewing and Modifying Existing Balanced Scorecards
 

Viewing and Modifying Existing Balanced Scorecards

If you modify an existing Balanced Scorecard, to view the changes, then you (or Business Process Server administrator) must reinstall the modified Balanced Scorecard.
To access or modify existing Balanced Scorecard applications:
1. In the Management module, click Balanced Scorecard > Designer to open the Balanced Scorecard List page, where all existing Balance Scorecards are listed.
To delete a Balanced Scorecard from those listed on the Balanced Scorecard List page, select a Balanced Scorecard from the list and click Delete.
To copy a Balanced Scorecard and save it as a new Balanced Scorecard, click Save Balanced Scorecard Copy....
The copied balanced scorecard is not accessible from the Administration module because its rule file is not yet compiled. To compile it and make it accessible from the Administration module, you need to modify and save the copied balanced scorecard.
2. To view or modify a Balanced Scorecard, click the name of the balanced scorecard in the corresponding Balanced Scorecard column.
The Add Balanced Scorecard page appears. You can change the name and/or its description of the new Balanced Scorecard.
3. Click Next to open the Perspectives List page where you can modify perspectives of the Balanced Scorecard.
To delete a Perspective from those listed on the Perspectives List page, select a Perspective from the list and click Delete. You can add new perspectives, and/or edit names/weights of the existing perspectives.
4. Click Next to open the Source List page where you can modify sources used by the KPIs of a Balanced Scorecard.
To delete a Source from those listed on the Source List page, select a Source from the list and click Delete. You can add new sources, and/or edit details of the existing sources.
5. Click Next to open the KPI List page where you can modify KPIs of the Balanced Scorecard.
To delete a KPI from those listed on the KPI List page, select a KPI from the list and click Delete. You can add new KPIs, and/or edit details of the existing KPI.
6. Click Finish to save the current scorecard.