This article will review how you can manage initiatives (often called “projects”) from the ‘Manage Initiatives’ section. Once you create an Initiative, you can edit its detail page.
Manage Initiatives
Editing an Initiative in the ‘Manage Initiatives’ section
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Click on Initiatives
Locate the Initiative you are going to be working with, in this example, ‘Add New Website’
Click the Edit Pencil icon
Navigate to the Update Fields tab
Examples of information that can be updated are Status, Percent Complete, Analysis, and Recommendations.
Navigate to the Edit Fields tab
Examples of information that can be edited are Name, Owner, Reporting Frequency, and Dependencies.
Navigate to the Milestones tab
Milestones can be added, edited, or deleted. Find out more about Milestones in this article.
Navigate to the Links tab
Initiatives can be linked to other Elements in ClearPoint. Find out more about Linking Elements in this article.
Navigate to the Notifications tab
Update your Notifications preferences accordingly, you can choose to receive notifications for Any Change, Any Edit or Any Update.
Editing an Initiative on a Detail Page
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Click on Initiatives
Locate the Initiative you are going to be working with, in this example, ‘Redesign Employee Satisfaction Survey’
Click the Edit Pencil icon
From here you can access Update Fields, Edit Fields, Milestones, Links and Notifications, please see above for more in-depth information.
Bulk editing initiatives
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Click on Initiatives
Mark the checkbox next to the Initiatives you are going to be working with
Select Edit Multiple from the dropdown menu
Initiatives To Update shows all of the Initiatives you will be making changes to
Navigate to the Update Fields, changes can be made for the reporting period you are currently viewing.
Navigate to the Edit Fields, changes can be made to the Initiatives that will be the same no matter what period the user is logged into.
Select the fields you want to change from the Select Fields menu
Choose the value you want to apply to each field
Once you are done, click Save
Please note that these changes, once saved, will be reflected on all of the Initiatives that were selected.