Marking Elements as complete in ClearPoint helps users track progress on important Projects or Initiatives. Users can mark Initiatives, Milestones, and Action Items as complete in ClearPoint. When you mark an Element as complete, you can also track the completed date.
Marking Elements as complete
Marking complete from an Initiative detail page
Select Scorecards & Elements from the Control Panel
Choose Manage Reports
Open Initiative Reports
Select the Report you are going to be working with, in this example, ‘Initiative Prioritization’.
Click on the Initiative to get to the Detail Page.
Mark the checkbox next to the Element to indicate completion.
Confirm your changes by clicking the green checkmark at the upper-right of your screen.
By default, today’s date will be entered as the Completed Date.
Note: When you mark an element as completed, all update fields will carry forward into future periods. Fields like Analysis, Percent Complete, and the element status are update fields.
Marking Elements complete from the edit window
Select Scorecards & Elements from the Control Panel
Choose Manage Reports
Open Initiative Reports
Select the Report you are going to be working with, in this example, ‘Initiative Prioritization’.
Click on the Initiative to get to the Detail Page
Click on the edit Pencil icon
Navigate to the Edit Fields tab
Mark the checkbox next to Completed
You will be able to select the Completion date
Once you are done, click Save
By default, today’s date will be entered.
Managing completed items
From the Control Panel click on System Settings
Select System setup
Click on Report Options under Standard Features
Navigate to the Completed Items tab
The first option is Strike through completed items, which displays a line through the text of elements marked complete.
The latter four options determine whether initiatives, milestones, action items, or risks can be marked complete from summary views. If these boxes are selected, you will see a check box next to all elements of this type on a summary report, as shown above. You can then check this box to mark each element complete.
Once you are done with your selection, click Save
These changes will be reflected across all scorecards in the account.
Hiding completed items
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Open Scorecards
Click on the edit Pencil icon next to the Scorecard you are going to be working with
Navigate to the Completed Items tab
Select the type(s) of Element you would like to hide from Summary Reports in the Scorecard.
Once you select the Element, a date field will appear. Elements that have been completed before the date you enter here will be hidden.
Once you are done with your selection, click Save
