Consulting

Strategy Workshop

A three-session workshop based on the Intrafocus Strategic Planning Process (SPP)

Balanced Scorecard Certification

A five-day master class and certificate as a Balanced Scorecard Professional

Strategic Planning Resources

If you like our free strategy resources then join the Intrafocus Academy for additional material

Strategic Plan Audit/Review

Let us take a look at your strategic plan to check it contains all the elements needed in a good plan

Resources

Strategic Planning Process (SPP)

Our next generation Strategic Planning Process based on the Balanced Scorecard Methodology

Blog - Intrafocus Insight

New articles published every two weeks, join our mailing list and keep up

Free Strategy Resources

A library of resources for anyone interested in strategic planning and KPI management

Our Customers

Don’t take our word for it, see what the Intrafocus customers have to say.

Software

KPI and Strategy Software

Intrafocus is an EMEA authorised reseller of Spider Impact® from Spider Strategies®.

Spider Impact Video Guides

From getting started all the way through to integration to back-end systems. 

Spider Impact User Guides

A complete set of user guides. Everything you have ever wanted to know from A to Z.

Strategic Plan Generator

Use this application to guide you through creating your strategic plan – lots of examples to look at.

Contact and Help Desk

If you have any questions or need some help or guidance, you can contact us at any time.

Copy & Move

You are here:
Estimated reading time: 1 min

Objects within the application can be copied or moved to different locations. However, please be aware the Copy function does not work like a typical copy.

Every object in the application is unique. The application will not intentionally allow duplicate data (you can use the same name for an object, but the application assigns a unique ID). This is important as it maintains the integrity of the data (actual values) that you add.

Copy

Copy will copy an object to a new location. You can copy any object or tree. This may be a Measure, Objective plus Measures, Perspective or even an entire Scorecard. Copy applies to Initiatives and Dashboards as well.

Copy will copy the structure only. It will not copy the data. This is useful, for example, if you have several Scorecards that are similar in structure.

To copy an object, for example, a Measure, go to the Measure and click on Edit. You will see a Copy button at the bottom of the screen:

Click on Copy. The application will bring up the Organisation structure. You need to select the destination for the copy. In the example below, we have highlighted Financial

Click on Copy and the copied version of the Measure, including the thresholds, but not including the data, will appear in the new location.

Move

To move an object, do exactly the same as you would for Copy, but in this case click on Move instead of copy.

The only difference is the object(s) and the thresholds, including the data, will be moved to the new location, and will no longer appear in the old location

Was this article helpful?
Dislike 0
Views: 46