Using Project Evaluations in ClearPoint is a great way to keep track of project progress and status updates over time. By utilizing Project Evaluations, you can help stakeholders make informed decisions about a project.
What are they?
Project Evaluations enable users to track data for project-based elements, such as initiatives, milestones, action items, and risks. Users can add series to their data table, such as budget, amount spent, a default chart, and calculated fields for use in summary reports.
Automatic evaluations can be configured so that if the amount spent on a project is outpacing the project completion, the project manager will be notified. Users must check a box to enable Project Evaluations and then will be able to include data tables and charts for their project-based elements. Projects can be grouped by Tags so that users can make changes to multiple projects at once.
Why do they matter?
Strategic projects are key to strategic management, and we want to empower our users with the best tools to track their key projects. The interface is simple and easy to use, so users can easily track their strategic project budgets, percent complete, and other quantitative aspects of a project on its detail page.
With these features, users can track their strategic projects like they do their strategic plan and help ensure their projects are a success.
How do they work?
Project Evaluations are enabled for the entire account from Admin Options. Before enabling, default series should be added. This will apply these series to all elements being enabled. You can also choose to specify the default chart.
Steps to enable Default Series
Select System Settings from the Control Panel
Choose System Setup
Click on Project Evaluation
Mark the checkbox next to Enable Initiative Evaluations
You need to mark the checkbox for all the Elements that you want to Enable Evaluations for
Navigate to the Default Charts tab
You will be able to set Default Charts for the Elements that you have Enabled Evaluations for
Steps to use Default Series
Select Elements & Reports from the Control Panel
Choose Elements
Click on Initiatives
Click the Plus icon to add an Initiative
Under Name, enter the name of the new Initiative, in this example, ‘Purchase software license’.
Navigate to the Series tab
You will be prompted to Save
Under Evaluation Option you will be able to select the project evaluation previously configured
Once you are done with your changes, click Save
