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Automate Calculations & Evaluations
Automate your data in ClearPoint
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Calculations
Use calculations to leverage your data
Automate Calculations & Evaluations - Explaining Types of CalculationsThis article explains the types of calculations in ClearPoint.
Automate Calculations & Evaluations - Creating calculated seriesThis article walks through how to create calculated series in ClearPoint.
Automate Calculations & Evaluations - Creating Aggregate Status CalculationsAggregate Status is a powerful tool that counts the number of status indicators in the Scorecards/Elements that match your criteria.
Automate Calculations & Evaluations - Creating Aggregate Series Calculations
Automate Calculations & Evaluations - Creating Reference SeriesThis article explains how to create a Reference Series in ClearPoint.
Automate Calculations & Evaluations - Recalculating a Measure or ScorecardThis article walks through how to recalculate a Measure or a Scorecard in ClearPoint.
Project Evaluations
Automate the data and status of your projects
Care Packages - Project Evaluations Care PackageThis article explains what are Project Evaluations and how you can easily create them in ClearPoint.
Setting up a Milestone roll-up using project evaluationsThis article walks through how to evaluate an initiative or project based on an average of its milestones’ percent completion.
Creating and using project evaluationsProject Evaluations can be used to track and evaluate quantitative data that deals with project management for project-based elements.