Bulk Changes | ClearPoint Strategy

Bulk Changes

Admin Options

Feature available for Enterprise Plan customers

Bulk Changes allow you to make widespread changes throughout your account to a variety of elements in ClearPoint. Bulk Changes are ideal for applying standardization to your account and for greatly reducing the amount of time it takes to complete simple, but repetitive tasks.

Instructions

Setting up a Bulk Change Script is very easy. Only admins can create and run Bulk Change Scripts. Since Bulk Changes can change many things in your account very quickly, and may be difficult to undo, we strongly recommend reaching out to your account manager before running any scripts. We’ll first walk through creating Bulk Changes.

Creating a Bulk Changes Script

Click into ‘Admin Options’ from ‘System Settings’. Under the ‘Enterprise Edition Features’ header, click on ‘Bulk Changes & Scripting’. A new window will open.

Bulk Changes can make changes to Scorecards, Objectives, Measure, Initiatives, Action Items, Risks, Series, and Charts. These changes, depending on the element, can be additions, deletions, edits, or updates. In this example, we will create and then run a script that updates the owner of all objectives throughout the account that have the same name.

The next step is to add a filter so we can select a subset of objectives to change. We can filter for objectives that share a similar characteristic. For this example, this characteristic is ‘Name’. Learn more about Tags to filter for elements that may not initially share a similar characteristic.

We strongly recommend previewing the result of your filter so you know exactly which elements you will be changing. If the result is not what you’re looking for, consider refining your filter or adding additional filters.

Now that we have the exact objectives we want to change, we can now identify the value we want to change and input the change.

We recommend taking this opportunity to preview all your changes to all the selected elements. Finally, save your script.

Running a Bulk Changes Script

It is very easy to run a Bulk Changes Script. Click the Generate icon and preview your script one last time. When everything looks good, click Run.

On this report we can see the owner for all these objectives have been updated.