Object Types

For users with instance administrator permission.


Scorecard comes with four types of  scorecard objects: 

  • Two types of containers: results and programs
  • Two types of measures: indicators and performance measures

Note: Variables are another type of scorecard object, included with paid subscriptions, but variable properties cannot be changed.


Scorecard objects are also assigned the default colors and icons that appear throughout Scorecard. 


You can edit the default scorecard objects to fit your organization’s needs and terminology, and / or add more objects if needed.


In addition, each scorecard object can also contain a default set of notes. For example, if a program is configured to have three notes by default, those notes will be included each time a new program is created.

Note: For any scorecard object, no matter what notes are set to appear by default, you can remove, edit, or add notes as needed for that individual object.


To edit or add scorecard object types, and / or configure object notes, click the Administration icon at the top, and choose Object Types


This page lists all Container Types and Measure Types. Clicking an object’s Edit button enables you to change its name, icon color, icon letters (up to two letters), and the plural form of its name. Each type can be deleted, as long as it is not being used in a scorecard or container.


There are also options to add a New Container Type or New Measure Type.

Note: For other terms that appear in the UI that you’re able to change, see Common Terms.


When adding a new measure or container type, assign a name, color, icon letter(s), and plural form. In this example, the new measure type is named KPI.


In this example, KPI was added to the Measure Types list, and is also available in the Objects / Measures menu. 


To configure the notes that are included by default for a scorecard object, click Configure Notes.


The Available Notes list contains all standard, Scorecard-included notes, as well as any note types added via the Notes page. Clicking a note moves it from one list to the other, in either direction. Note order reflects the order set on the Notes page. 


In this KPI example, each time a KPI is created, it contains the default note types set in Object Types


For any individual Scorecard object, notes can be edited to either complete or delete them.