Creating and using project evaluations | ClearPoint Strategy

Creating and using project evaluations

Admin Options

Feature available for Enterprise Plan customers

Project Evaluations can be used to track and evaluate quantitative data that deals with project management for elements like Initiatives, Milestones, Action Items, or Risks.

Instructions

Setting up a project evaluation has never been easier. If you are an admin, you can enable it for others within your organization to use on their elements. We’ll first walk through the admin-only part, creating Project Evaluations.

Creating Project Evaluations

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

The first step is to click on the Add icon to add a new series. You can change the Series Data Type, add a calculation, or set an evaluation for all series. You can also add as many series as you need. These will be the default series for when you decide to use Project Evaluations for this specific element. Don’t forget to click “Enable Project Evaluations” and ‘Save” when done.

This is the basics of Project Evaluations, adding quantitative tracking to other elements besides measures. Other users in your organization can now use these series you have created to better report on their Initiatives, Action Items, and more. Continue reading below to learn about popular and effective applications of Project Evaluations.

Using Reference Series and Auto Evaluations in Project Evaluations

Reference Series can be used to pull in quantitative data for Initiatives, Milestones, Action Items, and Risks that can be used for project evaluations. In this example, we will use the Percent Complete field to create a reference series for an Initiative. For more information on calculated series, please see this article: Creating a reference series.

The first step is to add a new series which will become our reference series for Percent Complete.

You can set up automatic evaluations for any series in a project evaluation master measure. By setting this up, Initiatives, Milestones, Action Items, and Risks can be evaluated automatically based off of the evaluation you decide. For more information on automatic evaluations for measures, please see this article: Setting measure evaluations (manual and automatic).

Navigate to the initiative using Project Evaluations and apply the Evaluation Criteria.

The status is now being auto evaluated, the Percent Complete is being pulled into the data table, and the data table contains the default series we set earlier. From this page, we can continue to edit the data table and the initiative itself.

Editing an Initiative that is using Project Evaluation

Once the Project Evaluation is setup, you can continue to edit the element individually. You can add more series, edit or update any of the fields, and more. In this example, we’ll edit the chart before pulling it out onto the initiative detail page.

Editing an Initiative detail page layout that is using project evaluation

Once the project evaluation is set up, you can edit the detail page layout of the element. In this example, we’ll display the chart and series evaluations on the detail page.