Getting Started Guide - Administrator Options
Fernando Montenegro
21 steps
5 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Menu & Element Names
2
Many organizations use different terminology for Elements of their strategic or business plans, so this is one of the first places you should customize.
3
Click on System Settings\ Open System Setup\ Select Menu & Element Names from Standard Features
4
Click on the Edit Pencil icon next to the Element you would like to change\ Assing a Custom name\ You can also Hide it in case it’s not being used\ Click Save
Default and Custom Fields
5
ClearPoint Elements come with a set of Default Fields like Owner, Analysis, or Recommendations, which can be renamed to match your organization’s terminology. Depending on the Element type there will be different Default Fields available which can also be changed, for example, Initiatives come with Start and End Date Default Fields to help with Project Management. If Additional Fields are necessary outside of the Default Field options then you want to leverage ClearPoint’s Custom Fields. Custom Fields can take on many forms, from HTML text to Percentage.
6
Rename a Default Field
7
Click on System Settings\ Open System Setup\ Select Default Fields from Standard Features
8
Navigate to Initiative\ Under Custom Label, enter the name you’d like to use, for example, ‘Due Date.’\ Click Save
9
Follow the steps to Add a Custom Field
10
Select Custom Fields from Standard Features\ Navigate to Measures\ Click on the Plus icon\ Under Custom Field name, enter the name of the new Custom Field, for example, ‘Description.’\ Choose a Field type from the dropdown menu, for example, HTML Text.\ Click Save
Status Indicators
11
ClearPoint comes with four default status indicators, Above Target (Green), Caution (Yellow), Below Plan (Red), and No information (Blue). You can use custom Status Indicators if your organization is more comfortable with another Status Indicator.
12
Create a Custom Status Indicator, for example, a Checkbox to represent a Complete Status.
13
Select Status Indicators from Standard Features\ Click on the Plus Icon\ Under Status Name, enter the name of the new Status Indicator, for example, ‘Completed.’
14
Mark the box next to Use Custom Status Indicator to upload a custom icon\ Navigate to the Elements tab\ Enable the newly created Custom Status for Initiatives and Milestones\ Users will be able to set the Status as Completed when evaluating these Elements\ Click Save
Custom Styles
15
ClearPoint makes it easy to match your organization's branding and color using Custom Styles. Pod, Table, Header, Footer, and Account Styles allow you to dictate the color scheme inside your account to match your organization's brand guidelines, making ClearPoint feel like your own.
16
Create a Pod Style
17
Select Custom Styles from Professional Features\ Navigate to the Pod Styles tab\ Click on the Plus Icon\ Under Pod Style Name, enter the name of the new Pod Style, for example, ‘Light Yellow.’
18
Navigate to the Pod Header sub-tab\ Change the Header Background Color\ You will be able to see your changes in the Preview box\ Click Save
19
Create a Custom Header
20
Select Custom Styles from Professional Features\ Navigate to the Header Styles tab\ Click on the Plus icon\ Under Report Style Name, enter the name of the new Report Style, for example, ‘Eastern Division.’
21
Navigate to the Header Style tab\ Change the Header Background Color\ Navigate to the Center tab\ Use the Available Header and Footer Tokens to further customize your report\ Click Generate PDF Preview\ Click Save
Getting Started Guide - Administrator Options
Fernando Montenegro
21 steps
5 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Menu & Element Names
2
Many organizations use different terminology for Elements of their strategic or business plans, so this is one of the first places you should customize.
3
Click on System Settings\ Open System Setup\ Select Menu & Element Names from Standard Features
4
Click on the Edit Pencil icon next to the Element you would like to change\ Assing a Custom name\ You can also Hide it in case it’s not being used\ Click Save
Default and Custom Fields
5
ClearPoint Elements come with a set of Default Fields like Owner, Analysis, or Recommendations, which can be renamed to match your organization’s terminology. Depending on the Element type there will be different Default Fields available which can also be changed, for example, Initiatives come with Start and End Date Default Fields to help with Project Management. If Additional Fields are necessary outside of the Default Field options then you want to leverage ClearPoint’s Custom Fields. Custom Fields can take on many forms, from HTML text to Percentage.
6
Rename a Default Field
7
Click on System Settings\ Open System Setup\ Select Default Fields from Standard Features
8
Navigate to Initiative\ Under Custom Label, enter the name you’d like to use, for example, ‘Due Date.’\ Click Save
9
Follow the steps to Add a Custom Field
10
Select Custom Fields from Standard Features\ Navigate to Measures\ Click on the Plus icon\ Under Custom Field name, enter the name of the new Custom Field, for example, ‘Description.’\ Choose a Field type from the dropdown menu, for example, HTML Text.\ Click Save
Status Indicators
11
ClearPoint comes with four default status indicators, Above Target (Green), Caution (Yellow), Below Plan (Red), and No information (Blue). You can use custom Status Indicators if your organization is more comfortable with another Status Indicator.
12
Create a Custom Status Indicator, for example, a Checkbox to represent a Complete Status.
13
Select Status Indicators from Standard Features\ Click on the Plus Icon\ Under Status Name, enter the name of the new Status Indicator, for example, ‘Completed.’
14
Mark the box next to Use Custom Status Indicator to upload a custom icon\ Navigate to the Elements tab\ Enable the newly created Custom Status for Initiatives and Milestones\ Users will be able to set the Status as Completed when evaluating these Elements\ Click Save
Custom Styles
15
ClearPoint makes it easy to match your organization's branding and color using Custom Styles. Pod, Table, Header, Footer, and Account Styles allow you to dictate the color scheme inside your account to match your organization's brand guidelines, making ClearPoint feel like your own.
16
Create a Pod Style
17
Select Custom Styles from Professional Features\ Navigate to the Pod Styles tab\ Click on the Plus Icon\ Under Pod Style Name, enter the name of the new Pod Style, for example, ‘Light Yellow.’
18
Navigate to the Pod Header sub-tab\ Change the Header Background Color\ You will be able to see your changes in the Preview box\ Click Save
19
Create a Custom Header
20
Select Custom Styles from Professional Features\ Navigate to the Header Styles tab\ Click on the Plus icon\ Under Report Style Name, enter the name of the new Report Style, for example, ‘Eastern Division.’
21
Navigate to the Header Style tab\ Change the Header Background Color\ Navigate to the Center tab\ Use the Available Header and Footer Tokens to further customize your report\ Click Generate PDF Preview\ Click Save
