New in Version 2.7

New in Version 2.7 – The first thing you will see new in version 2.7 is a new Getting Started screen. You can choose to either create your scorecard structure as before, or the application can walk you through a step-by-step process to build your balanced scorecard.

Version 2.7 - Introduction

At a later date you can click on a check-box and choose to go direct to the My Bookmarks screen on entry to the applications.

Version 2.7 - Menu

The getting started section tracks your progress every step of the way. You can return to the wizard at any time. When you have finished you will end up with a Balanced Scorecard and software to automate it.
New Scorecard Builder

Version 2.7 - Builder

One of the biggest new features in 2.7 is the Scorecard Builder. It’s a new Scorecards sub-section that helps you build and edit your scorecards quicker than before.

In the past, the only way to add a new object was to right-click on an existing object and choose which type of new object to add as a child. You then had to navigate through a wizard, adding one object at a time. Although this can still be done, the new sub-section is much more efficient.

In the Scorecard Builder sub-section, you see all of children of the currently selected object. These children can be edited directly in place, and there’s a form for a new scorecard object at the bottom. When you have finished filling out the form you can hit the “save” button. The Scorecard Builder then saves the new object and creates a new blank form.
Bulk Changes to Scorecard Objects

Version 2.7 - Bulk Changes 1

The bulk edit functionality allows you edit multiple scorecard objects at once. If you need to edit a lot of scorecard structure, this can save you a huge amount of work.

To edit multiple objects at once, just create a report that displays multiple scorecard objects. Then click the “Edit Scorecard Objects” button.

You can then select which specific objects you want to edit, or you can click the “check all” link. Then click the “Edit Selected Scorecard Objects” button.

Version 2.7 - Bulk Changes 2


Version 2.7 - Bulk Changes 3



This brings up a dialogue box where you can change just about anything with the selected scorecard objects including the name, description, owners and updaters, metric calendar, aggregation type, etc.


Redesigned User Management

User and group management is much easier to use, especially for organisations with more than a few users. A search box has been added to make finding users and groups easy.

Version 2.7 - User Management 1

Version 2.7 - User Management 2
The editing process has also been redesigned. The form is cleaner, and you can now add users to groups on the same form.
Redesigned Group Management

Version 2.7 - Group Management


You can now specify group administrators who can add and remove other users from the group. We’ve also hidden all of the low-level permissions in a collapsible “Advanced Permissions” box.
Embeddable Dashboards

Version 2.7 - Embed Dashboards

Dashboards can now be embedded in webpages outside of the software. This is useful for embedding live dashboards in blogs or software like SharePoint.
To do this, select the new link in the dashboards “Send to…” menu called “Embeddable Dashboard.”

Version 2.7 - Embed Dashboards 2

This brings up a dialogue box where you can copy and paste the appropriate HTML code.
Administrators can also manage all exported dashboards in the administration section. This allows you to see a list of all dashboards that are currently being embedded, and it allows you to remove embeds from within the software itself.
Copy and Paste Dashboards and Briefing Books

Version 2.7 - cut and paste Briefing Books

Copy and paste Dashboards and Briefing books. This has been a popular user request and it will make it quite a bit easier to create dashboards that are uniform across organizations.


Export Scorecard Data in Connect Format

Version 2.7 - Export Connect Format

Export an entire scorecard in a format that is easily imported using ‘Connect’.

There are two new buttons in the hierarchy section, one for exporting structure and one for exporting metric values. Users can export their data, edit in Excel, and then use the new spreadsheets to build new scorecards in Connect.


Live Search

Version 2.7 - Live Search

Live search updates your search results as you type. This can make searching for things considerably faster.
Improved Metrics Update Form

Version 2.7 - Improved Update Metrics

There are several changes to the update metrics form in 2.7. At the top of the screen is now an organization filter that allows you to choose to see only metrics for a particular organization.

The form was also redesigned to look and work better. For example, if you forget to save and try to navigate to a different section, the software will ask you if you want to save your changes.


Calendar Period included in Exports

Version 2.7 - Improved Dates 1

When you’re using the software, you’ve always been able to see the current period at the top of the screen. When you export data, though, the software doesn’t export any of the navigation controls, so there’s no way to tell what period the data is for.

Version 2.7 - Improved Dates 2

In version 2.7, the calendar period name is now included in all exports. This makes it a lot easier to determine the calendar period for the exported data you’re looking at.
New Linked Node Options

Version 2.7 - Linked Nodes

Linked objects can now pull additional information from their source objects. In addition to the name and description, there is now the ability to pull notes, owners, tags, and related items.


Integrated Help

Version 2.7 - Integrated Help

In previous versions of the software, clicking on the help button brought up a dialog containing a link to the help guide in PDF form.
In the new version, many screens now have context sensitive help. When you click on the help button in the dashboards section, for example, you see help for only dashboards.


Set the Default Calendar Period

Version 2.7 - Default Calendar

In the past, when users first log into the software they’re shown data for the most recently completed calendar period. In version 2.7 there’s now a configuration option to show the current period by default.
Other Enhancements
Version 2.7 also contains hundreds of smaller enhancements and bug fixes including:

  • Show number of users at top of Admin > Current User Activity
  • Change % of Goal calculation
  • Improve password encryption in users table
  • Ability to delete document revisions
  • Warn user if they try to log in with Internet Explorer 7
  • Show units under Scorecards Overview speedometer
  • Improve appearance and functionality of Initiatives > Tasks screen
  • Many more…