You can use Element Detail Pages to manage and keep track of all elements related to your Objectives, Measures, Initiatives, and Risks. These pages contain important information such as the Element's name, Description, Owner and Status. By customizing these pages to display relevant information, you can make them even more effective for you and your team.
Editing Detail Page layouts
On the right-hand side of the screen, you will see the fields that are currently in the layout. Fields can be taken off the layout by clicking on the 'x' icon on the right side of the field or by dragging them to the left column.
On the left-hand side of the screen, you will see a list of fields that can be pulled out onto the layout. Fields can be added to the layout by clicking on the plus icon on the right side of the field or by dragging them to the desired location using the six dots to the left of the field name.
Once in the layout, fields can be moved around by dragging and dropping them using the six dots. They can take up the whole width of the page or half of the page.
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Open Objectives
Select the Objective you are going to be working with, in this example, ‘Direct Routes’.
On the Objective Detail Page
Click on the dropdown menu next to the edit Pencil icon and select Edit Layout
Once you are done with your changes, click Save
If you want the page exported as multiple pages, click Add Page. This will add another page below. Any fields on this page will appear on the second page of a PDF export. This is helpful for creating a perfectly organized report.
To apply this layout to multiple elements at once, click on the dropdown arrow next to Save. Updates can be made for only this Element, Elements of the same type across the Scorecard, Elements with the same name, or all Elements of the same type in the account.
A window will appear to confirm your changes, click Save.
