Managing elements | ClearPoint Strategy

Managing elements

There are a variety of element types that can live in a scorecard. In ClearPoint, our default element names are derived from the balanced scorecard methodology, which includes Objectives, Measures, Initiatives, Action Items, and Risks. Check out the article below for an overview of how to manage them.

In This Article

Adding an element

Make sure that you are in the right scorecard by selecting the scorecard name from under Scorecards in the top navigation. From the Objectives dropdown menu, click on Manage Objectives. Click the Plus icon in the top-right corner. A new window will appear.

Enter a name for the new objective in the ‘Name’ field. More information such as owner and description can be added on this screen as well. Click Save.

Your new objective will appear at the end of the list. For more information on re-ordering elements, please see this article on Reordering Elements.

Adding multiple elements

Click on the Objectives dropdown menu, and then Manage Objectives. Open the Add Objectives menu by clicking on the arrow next to the plus icon. Select Add Multiple from the dropdown menu. A new window will appear. Enter the name of each new element on a separate line. You also have the option to add information such as scorecard and description in this window. When you are finished, click Save.

Your newly added objectives will appear at the bottom of the list. You will also see a toaster appear indicating the number of elements created.

Reordering elements

By default, elements are listed in the order they were added to ClearPoint. However, within each scorecard, you have the ability to control the default order by which elements are displayed in summary reports. This article shows how to sort objectives, but the process is the same for reordering all types of elements, including scorecards.

To sort objectives, open Objectives in the top navigation and click on Manage Objectives.

Click on the arrow to the right of the plus icon. From the menu, click on Sort Elements. A new window will appear. From this window, you can drag and drop to order your elements. Click on the element you want to reorder. A red sidebar will appear next to the element to indicate that it is selected. Drag the element to the appropriate place in the list. You can also use the blue up and down arrows to move the element to the top or bottom of the list, respectively.

 

Note: You can also use keyboard hotkeys to order your elements. After clicking to select the appropriate element, hold down shift and use the arrow keys to reorder the element within the list.

From this window, you can also order elements based on name, owner name, or date of last update in ascending or descending sort order. Click on the Select Sort Options dropdown menu at the bottom of the window. The option you select will preview in the sort window. When satisfied with the order of elements, click Save.

Duplicating an element

In this example we will use objectives, but the instructions are the same for each element type.

Click on Objectives in the top navigation. From the dropdown menu, select Manage Objectives. Find the objective to duplicate and click the duplicate icon.

Name the duplicate objective. Choose the Home Scorecard for the new objective. Choose whether to copy status and data from the original objective. Checking the box next to Copy Status and Objective Data will include any assigned color statuses as well as period-specific data and information in the new objective. Choose whether to copy links. Checking the box next to Copy Links will apply the same linked elements from the original objective to the new objective. Click Duplicate. The new objective will appear in the list.

Deleting an element

In this example we will use objectives, but the instructions are the same for each element type.

Click on the Objectives dropdown menu at the top of the page. Select Manage Objectives. Click the trash icon next to the objective you want to delete, then click Delete.

Deleting multiple elements

In this example we will use objectives, but the instructions are the same for each element type.

On the Manage Objectives page, check the boxes next to the objectives you’d like to delete. Click the dropdown arrow next to the plus icon, and select Delete Multiple. Click Delete. 

Changing the reporting frequency of an element

Click the edit pencil icon in the upper-right corner of the detail page. In the new window that appears, go to the Edit Fields tab. Scroll down to the Reporting Frequency dropdown menu on this tab and select the desired reporting frequency. Finally, click Save.