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QPR Knowledge Base 2019.1

Navigation: Portal Fast Guide to Scorecards

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QPR Suite 2019

Fast Guide to Scorecards in QPR Portal

This guide provides you with a quick overview to the most relevant functionality related to browsing scorecards in QPR Portal.

Opening Portal & Logging In

Start the QPR Portal by selecting Start -> All Programs -> QPR Suite 2019 Servers -> QPR Portal.

 

You can login to the QPR Portal by entering your username and password to the fields on the left side. The default user for all QPR products is 'qpr' and the password is 'demo'.

Tabs of QPR Portal

There are four main tabs available in QPR Portal:

My Contents: Here you can see e.g. your bookmarks, responsibilities, and briefing booklets published to you.

Processes: Here you can browse process models.

Scorecards: Here you can view measures of your organization’s balanced scorecard. This guide focuses mainly on this tab.

Actions: Here you can create and view actions related to process models, scorecards, and to your organization in general.

Selecting Models

To select a model, go to the Scorecards tab and click Select Model in the left frame. A dialog for selecting a model is displayed.

dlg_select_model

Model selection dialog

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Navigation

Navigating the scorecards is easy and straightforward. In the Scorecards view you can select the desired scorecard from the navigation frame (A) and the selected scorecard is opened in the viewing frame (B).

 

The toolbar buttons function as follows:

btn_select_model

Opens a model selection window.

btn_print

Prints the active scorecard view.

btn_bookmark

Opens the bookmark window. See the next section for more information.

btn_add_to_basket

Add elements from the scorecard view to the basket for later reuse.

btn_actions

Opens the Actions view showing all actions connected to the current element. See the Commenting and Action Planning section.

btn_show_pg_links

Shows/Hides ProcessGuide links from the view.

btn_period

Select the period used in the view.

btn_views

Select pre-defined view settings. Views available for the Scorecards and Strategy Maps views are controlled by the QPR Metrics client, but for other views there is a View Designer available for creating customized views.

btn_series

Select the series used in the view.

 

pic_scorecards

 

A floating Navigation toolbar is also available (depending on the version of the SVG viewer) in the Scorecards and the Strategy Maps view for easier navigation.

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Element View

Clicking the element symbols opens the Element View for the selected element. In the Element View you can see the measure values and define for instance alerts or add actions related to the element. If the element has a shadow, it indicates that it has hidden sub-elements below it in the scorecard hierarchy.

 

pic_element_view

Bookmarking

To bookmark the currently active view, click Bookmark in the toolbar above the hierarchy view.

 

pic_bookmark

 

To change the default name of the bookmark, change the text in the Link name field. Click OK to create the bookmark.

 

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