Project management usually takes place in the Initiative Element. It allows monitoring progress over time, establishing start and end dates, and being marked as complete when finished.
Managing projects in ClearPoint
As a best practice, Initiatives should be high-level strategic projects that can be linked to your objectives and performance measures.
This will help you understand the impact your project is having on the overall strategy.
From your Control Panel click on Elements
Select Initiatives
Choose the Initiative you are going to be working with
Initiatives can be linked to Objectives and Measures
Initiatives are time-bound, which means that they have a clearly defined Start and End Date.
Within the timeframe of the Initiative, progress can be tracked using the Percent Complete Field
Use the Status Indicator to determine the status of your project
Once the project has been successfully finished, mark the Initiative as Completed.
Milestones and Gantt Charts
Given the strategic nature of Initiatives, it is likely that the larger project will be broken down into smaller sub-steps or tasks, which we refer to in ClearPoint as Milestones.
Milestones are unique elements, they are always linked to just one Initiative but have their own detail page available with the same suite of features as Initiatives.
Double-click on Milestones
Add Milestones
Under Name enter your new Milestone name, for example, ‘Survey.’
Assign a Start date and End date
You can also assign a Parent Milestone
Click Save
Initiatives and Milestones appear in the Gantt Chart to provide a visual for the timeline and progress of the overall Initiative. The status color is reflected in the timeline bars and the Percent Complete value is shown in the shaded portion.
Double-click on the Progress bar
Change the status using the dropdown menu to reflect the status of your Initiative
You can also update the Start and End date
Change the Percent Complete
Mark the Initiative as Completed
Click on Close
Click on Save at the upper right-hand side of your screen
If you are on the Enterprise Plan, you can also leverage project dependencies to define the relationship between Initiative and Milestone timelines.
Click on the Dropdown menu next to the Pencil icon
Select Edit Initiative
Navigate to Edit Fields
Choose a Dependency from the Dropdown menu
Click Save
Project Evaluations feature
If you are on the Enterprise Plan, you also have access to the Project Evaluations Feature.
Similar to the Measure data table for Measures, enabling Project Evaluations allows you to automatically evaluate the status of your project, track quantitative data, set up calculations, and even chart your project’s performance.
