Quick reference for business users and executives

This topic identifies normal tasks that business users and executives can perform related to business strategy execution.

To learn about a task, refer to the topic link. Before you can perform any of the tasks listed below, you must log in to the site, and then click the ActiveInsight tab.

What tasks should I perform first related to the strategy execution features?

The following list provides an initial overview of the tasks related to the strategy execution tools that are provided. Refer to the related topic to learn how to perform the task.

How do I...	Go here to find out
View the sample data?	Introducing the sample data
Create an objective based on my strategy? Create an initiative to support my objective? Schedule milestones and targets for my objective and initiative? Push and link an objective or initiative to others? Configure access permissions for my objective, initiative, or scorecard? Submit my objectives, initiatives, or scorecard for approval?	Working with the Scorecard
Find other users? Collaborate with other users?	Working with the Navigator

How do I...

Go here to find out

View the sample data?

Introducing the sample data

Create an objective based on my strategy?

Create an initiative to support my objective?

Schedule milestones and targets for my objective and initiative?

Push and link an objective or initiative to others?

Configure access permissions for my objective, initiative, or scorecard?

Submit my objectives, initiatives, or scorecard for approval?

Working with the Scorecard

Find other users?

Collaborate with other users?

Working with the Navigator

What advanced features or additional tasks are available?

The following list provides additional features and tasks you can perform to take full advantage of the business strategy execution tools available to you. Refer to the related topic to learn how to perform the task.

How do I...	Go here to find out
Log actual values manually? Import actual values from a file? Acquire actual value data from an external source? Add attachments to my objectives and initiatives? Use a status map to view status and linkage relationships? View graphs and reports? Associate an initiative with other objectives? View history for an objective or initiative? Create bookmarks for objectives and initiatives? Complete or delete objectives and initiatives? View different scorecard time periods? Delegate my scorecard activities to another person? Transfer my scorecard, objective, or initiative to another person?	Working with the Scorecard
View alert information? Respond to alerts needing attention? Clear alerts when completed?	Working with My Alerts

How do I...

Go here to find out

Log actual values manually?

Import actual values from a file?

Acquire actual value data from an external source?

Add attachments to my objectives and initiatives?

Use a status map to view status and linkage relationships?

View graphs and reports?

Associate an initiative with other objectives?

View history for an objective or initiative?

Create bookmarks for objectives and initiatives?

Complete or delete objectives and initiatives?

View different scorecard time periods?

Delegate my scorecard activities to another person?

Transfer my scorecard, objective, or initiative to another person?

Working with the Scorecard

View alert information?

Respond to alerts needing attention?

Clear alerts when completed?

Working with My Alerts