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Automatic Project Evaluations: Milestone Roll-Up Webinar
Automatic Project Evaluations: Milestone Roll-Up Webinar

This webinar will help you get started with creating Project Evaluations in ClearPoint

Marisa Sailus avatar
Written by Marisa Sailus
Updated over 3 months ago

This webinar provides a step-by-step guide on the basics of Project Evaluations. We will review how to set up automatic project evaluations using the Initiative Percent Complete and how to set up a milestone roll-up.


This training is useful for those who are looking to automate their initiative evaluations across their ClearPoint account.

Outline

  • Introduction (00:00)

  • Overview of Project Evaluations (01:57)

  • Setting Up a Project Evaluation (03:45)

  • Milestone Roll-Ups (09:49)

  • Configuring Project Evaluations (15:04)

  • Configuring Milestone Roll-Ups (20:03)

  • Updating Existing Initiatives & Milestones (22:08)

  • Q&A (25:40)

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