Creating and using project evaluations: Enabling Project Evaluations
Fernando Montenegro
4 steps
26 seconds
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Enabling Project Evaluations
2
Click on **System Settings**\ Open **System Setup**\ Select **Project Evaluations** from Enterprise Features
3
Click on the **Plus icon**\ You can change the data type, add a calculation, or set an evaluation for all series. See the below sections for common calculations and evaluations for projects. You can add as many series as you need. These will be the default series for when you decide to use Project Evaluations for this specific element.\ Under **Default Series Name** enter the new default series name, for example, ‘Actual.’\ **Mark the checkbox** next to Enable Initiative Evaluations\ Click **Save**
4
This is the basics of Project Evaluations, adding quantitative tracking to other elements besides measures. Other users in your organization can now use these series you have created to better report on their Initiatives, Action Items, and more. Continue reading below to learn about popular and effective applications of Project Evaluations.
Creating and using project evaluations: Enabling Project Evaluations
Fernando Montenegro
4 steps
26 seconds
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Enabling Project Evaluations
2
Click on **System Settings**\ Open **System Setup**\ Select **Project Evaluations** from Enterprise Features
3
Click on the **Plus icon**\ You can change the data type, add a calculation, or set an evaluation for all series. See the below sections for common calculations and evaluations for projects. You can add as many series as you need. These will be the default series for when you decide to use Project Evaluations for this specific element.\ Under **Default Series Name** enter the new default series name, for example, ‘Actual.’\ **Mark the checkbox** next to Enable Initiative Evaluations\ Click **Save**
4
This is the basics of Project Evaluations, adding quantitative tracking to other elements besides measures. Other users in your organization can now use these series you have created to better report on their Initiatives, Action Items, and more. Continue reading below to learn about popular and effective applications of Project Evaluations.
