Organize Your Strategy - Managing Scorecards - Revamped
Fernando Montenegro
22 steps
4 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Creating a Scorecard
2
Scorecards are like folders that can store strategic elements such as Objectives, Measures, and Initiatives.
3
- Select **Elements & Reports** from the Control Panel - Choose **Scorecards** - Select **Add Scorecard** from the dropdown menu
4
- Under **Name**, enter the new Scorecard name, for example, ‘Airline acquisition.’ - Select a **Parent Scorecard** from the dropdown menu - If you leave the **Parent Scorecard** field as **Not Defined**, the new Scorecard will be created at the top level and will not be nested under an existing Scorecard.
5
- Navigate to the **Completed Items tab** - You will be prompted to click on **Save** - Here you can manage how elements such as Initiatives, Milestones, or Actions Items appear when marked as complete. - For more information on hiding completed items, please visit our Help Center article on [Managing completed projects](https://support.clearpointstrategy.com/en/articles/8585355-advanced-topics-managing-completed-projects).
6
- Navigate to the **User Access tab** - Here you can allow specific users to have access to this Scorecard. Permissions can also be managed from individual user profiles on the Manage Users page. - For more information, please visit our Help Center article on [User Permissions by Scorecard](https://support.clearpointstrategy.com/en/articles/8726812-access-control-user-permissions-by-scorecard). - Once you are done with your changes, click **Save**
Adding and Reordering Categories
7
Categories are the areas of the overall Business Strategy addressed by Groups of Strategic Objectives. Some organizations call them “Perspectives.” Common Categories include Finance, Customers (or citizens, students, etc.), Operations, and Learning & Growth. Categories are added by scorecard in ClearPoint.
8
- Choose **Elements and Reports** from the Control Panel - Select **Scorecards** - Click the **Edit Pencil icon** next to the Scorecard you will be working with, in this example, ‘Airline Acquisition’.
9
- Navigate to the **Edit Categories tab** - Click on the **Plus icon** - Under **Category Name**, enter the new Category name, for example, ‘Finance.’ - Click **Save**
10
Categories can be linked to Objectives in the scorecard and are used to group them together or “categorize” them. You can provide a Description for each category; however, they are not technically an element and do not have their own detail page.
11
- Once **multiple Categories** have been created you can simply drag and drop them in the desired order. - Click **Save** when you are done with your changes.
Locking a Scorecard
12
Locking a Scorecard prevents any further changes from being made to Update or Edit fields in a Scorecard. This is useful if a Scorecard is being used to preserve historical data or if you want to make sure nothing is changed in a Scorecard before a big meeting.
13
- Choose **Elements and Reports** from the Control Panel - Select **Scorecards** - Click the **Edit Pencil icon** next to the Scorecard you will be working with, in this example, ‘Airline Acquisition’.
14
- Navigate to the **Edit Fields tab** - Mark the checkbox next to **Locked** - Once you are done, click **Save**
15
- The Scorecard will be labeled as Locked in the Managed Scorecards page.
Duplicating a Scorecard
16
Duplicating a Scorecard can help you add new Scorecards by copying a Scorecard template for uniform elements and linkages.
17
- Choose **Elements and Reports** from the Control Panel - Select **Scorecards** - Click the **three dots icon** next to the Scorecard you will be working with, in this example, ‘Airline Acquisition’. - Select **Duplicate Scorecard**
18
- Under **New Scorecard Name**, enter the new Scorecard name, for example, ‘Airline Merger.’ - Check **Copy Status and Scorecard** Data to include all updated information such as Status, Analysis, etc. for the new Elements in the duplicated Scorecard. If you do not check this option, the new Scorecard will be blank of information like Status or Analysis. - Check **Cascade copy the Scorecard** (duplicate all child Scorecards) to create copies of the child Scorecards as well and establish the same hierarchy. - Click **Duplicate**
Archive a Scorecard
19
Your Scorecard view just got simpler! We've hidden Archived Scorecards by default, so you can now focus on the active Scorecards. Archiving Scorecards makes it easier to find what you need and keeps your view organized while providing the flexibility to unarchive a Scorecard with a few clicks.
20
- Choose **Elements and Reports** from the Control Panel - Select **Scorecards** - Click the **Edit Pencil icon** next to the Scorecard you will be working with, in this example, ‘Airline Acquisition’.
21
- Navigate to the **Edit Fields tab** - Mark the checkbox next to **Archived** - You can follow the same process to unarchive a Scorecard, simply uncheck Archived. - Once you are done, click **Save**
22
- On the Manage Scorecard page, you can check the box **Show Archived** - You will find Scorecards labeled as **Archived** for ease of access.
Organize Your Strategy - Managing Scorecards - Revamped
Fernando Montenegro
22 steps
4 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Creating a Scorecard
2
Scorecards are like folders that can store strategic elements such as Objectives, Measures, and Initiatives.
3
- Select **Elements & Reports** from the Control Panel - Choose **Scorecards** - Select **Add Scorecard** from the dropdown menu
4
- Under **Name**, enter the new Scorecard name, for example, ‘Airline acquisition.’ - Select a **Parent Scorecard** from the dropdown menu - If you leave the **Parent Scorecard** field as **Not Defined**, the new Scorecard will be created at the top level and will not be nested under an existing Scorecard.
5
- Navigate to the **Completed Items tab** - You will be prompted to click on **Save** - Here you can manage how elements such as Initiatives, Milestones, or Actions Items appear when marked as complete. - For more information on hiding completed items, please visit our Help Center article on [Managing completed projects](https://support.clearpointstrategy.com/en/articles/8585355-advanced-topics-managing-completed-projects).
6
- Navigate to the **User Access tab** - Here you can allow specific users to have access to this Scorecard. Permissions can also be managed from individual user profiles on the Manage Users page. - For more information, please visit our Help Center article on [User Permissions by Scorecard](https://support.clearpointstrategy.com/en/articles/8726812-access-control-user-permissions-by-scorecard). - Once you are done with your changes, click **Save**
Adding and Reordering Categories
7
Categories are the areas of the overall Business Strategy addressed by Groups of Strategic Objectives. Some organizations call them “Perspectives.” Common Categories include Finance, Customers (or citizens, students, etc.), Operations, and Learning & Growth. Categories are added by scorecard in ClearPoint.
8
- Choose **Elements and Reports** from the Control Panel - Select **Scorecards** - Click the **Edit Pencil icon** next to the Scorecard you will be working with, in this example, ‘Airline Acquisition’.
9
- Navigate to the **Edit Categories tab** - Click on the **Plus icon** - Under **Category Name**, enter the new Category name, for example, ‘Finance.’ - Click **Save**
10
Categories can be linked to Objectives in the scorecard and are used to group them together or “categorize” them. You can provide a Description for each category; however, they are not technically an element and do not have their own detail page.
11
- Once **multiple Categories** have been created you can simply drag and drop them in the desired order. - Click **Save** when you are done with your changes.
Locking a Scorecard
12
Locking a Scorecard prevents any further changes from being made to Update or Edit fields in a Scorecard. This is useful if a Scorecard is being used to preserve historical data or if you want to make sure nothing is changed in a Scorecard before a big meeting.
13
- Choose **Elements and Reports** from the Control Panel - Select **Scorecards** - Click the **Edit Pencil icon** next to the Scorecard you will be working with, in this example, ‘Airline Acquisition’.
14
- Navigate to the **Edit Fields tab** - Mark the checkbox next to **Locked** - Once you are done, click **Save**
15
- The Scorecard will be labeled as Locked in the Managed Scorecards page.
Duplicating a Scorecard
16
Duplicating a Scorecard can help you add new Scorecards by copying a Scorecard template for uniform elements and linkages.
17
- Choose **Elements and Reports** from the Control Panel - Select **Scorecards** - Click the **three dots icon** next to the Scorecard you will be working with, in this example, ‘Airline Acquisition’. - Select **Duplicate Scorecard**
18
- Under **New Scorecard Name**, enter the new Scorecard name, for example, ‘Airline Merger.’ - Check **Copy Status and Scorecard** Data to include all updated information such as Status, Analysis, etc. for the new Elements in the duplicated Scorecard. If you do not check this option, the new Scorecard will be blank of information like Status or Analysis. - Check **Cascade copy the Scorecard** (duplicate all child Scorecards) to create copies of the child Scorecards as well and establish the same hierarchy. - Click **Duplicate**
Archive a Scorecard
19
Your Scorecard view just got simpler! We've hidden Archived Scorecards by default, so you can now focus on the active Scorecards. Archiving Scorecards makes it easier to find what you need and keeps your view organized while providing the flexibility to unarchive a Scorecard with a few clicks.
20
- Choose **Elements and Reports** from the Control Panel - Select **Scorecards** - Click the **Edit Pencil icon** next to the Scorecard you will be working with, in this example, ‘Airline Acquisition’.
21
- Navigate to the **Edit Fields tab** - Mark the checkbox next to **Archived** - You can follow the same process to unarchive a Scorecard, simply uncheck Archived. - Once you are done, click **Save**
22
- On the Manage Scorecard page, you can check the box **Show Archived** - You will find Scorecards labeled as **Archived** for ease of access.
