Advanced Topics - Managing completed projects
Fernando Montenegro
16 steps
3 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Marking Elements as complete
Marking complete from an Initiative detail page
2
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Reports**\ Open **Initiative Reports**
3
Select the **Report** you are going to be working with, in this example, ‘Initiative Prioritization’.\ Click on the **Initiative** to get to the **Detail Page**\ Mark the checkbox next to the **Element** to indicate completion\ Confirm your changes by clicking the **green checkmark** at the upper-right of your screen
4
By default, today’s date will be entered as the Completed Date.
5
Note: When you mark an element as completed, all [update fields](https://support.clearpointstrategy.com/en/articles/8342690-editing-vs-updating) will carry forward into future periods. Fields like Analysis, Percent Complete, and the element status are update fields.
Marking Elements complete from the edit window
6
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Reports**\ Open **Initiative Reports**
7
Select the **Report** you are going to be working with, in this example, ‘Initiative Prioritization’.\ Click on the **Initiative** to get to the **Detail Page**\ Click on the **edit Pencil icon**
8
Navigate to the **Edit Fields tab**\ Mark the checkbox next to **Completed**\ You will be able to select the **Completion date**\ Once you are done, click **Save**
9
By default, today’s date will be entered.
Managing completed items
10
From the Control Panel click on **System Settings**\ Select **System setup**\ Click on **Report Options** under Standard Features
11
Navigate to the **Completed Items tab**\ \ The first option is **Strike through completed items**, which displays a line through the text of elements marked complete.\ \ The latter four options determine whether initiatives, milestones, action items, or risks can be marked complete from summary views. If these boxes are selected, you will see a check box next to all elements of this type on a summary report, as shown above. You can then check this box to mark each element complete.
12
Once you are done with your selection, click **Save**
13
These changes will be reflected across all scorecards in the account.
Hiding completed items
14
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Open **Scorecards**
15
Click on the **edit Pencil icon** next to the Scorecard you are going to be working with\ Navigate to the **Completed Items tab**
16
Select the type(s) of **Element** you would like to **hide from Summary Reports** in the Scorecard.\ Once you select the **Element**, a **date field** will appear. Elements that have been completed before the date you enter here will be hidden. Once you are done with your selection, click **Save**
Advanced Topics - Managing completed projects
Fernando Montenegro
16 steps
3 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Marking Elements as complete
Marking complete from an Initiative detail page
2
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Reports**\ Open **Initiative Reports**
3
Select the **Report** you are going to be working with, in this example, ‘Initiative Prioritization’.\ Click on the **Initiative** to get to the **Detail Page**\ Mark the checkbox next to the **Element** to indicate completion\ Confirm your changes by clicking the **green checkmark** at the upper-right of your screen
4
By default, today’s date will be entered as the Completed Date.
5
Note: When you mark an element as completed, all [update fields](https://support.clearpointstrategy.com/en/articles/8342690-editing-vs-updating) will carry forward into future periods. Fields like Analysis, Percent Complete, and the element status are update fields.
Marking Elements complete from the edit window
6
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Reports**\ Open **Initiative Reports**
7
Select the **Report** you are going to be working with, in this example, ‘Initiative Prioritization’.\ Click on the **Initiative** to get to the **Detail Page**\ Click on the **edit Pencil icon**
8
Navigate to the **Edit Fields tab**\ Mark the checkbox next to **Completed**\ You will be able to select the **Completion date**\ Once you are done, click **Save**
9
By default, today’s date will be entered.
Managing completed items
10
From the Control Panel click on **System Settings**\ Select **System setup**\ Click on **Report Options** under Standard Features
11
Navigate to the **Completed Items tab**\ \ The first option is **Strike through completed items**, which displays a line through the text of elements marked complete.\ \ The latter four options determine whether initiatives, milestones, action items, or risks can be marked complete from summary views. If these boxes are selected, you will see a check box next to all elements of this type on a summary report, as shown above. You can then check this box to mark each element complete.
12
Once you are done with your selection, click **Save**
13
These changes will be reflected across all scorecards in the account.
Hiding completed items
14
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Open **Scorecards**
15
Click on the **edit Pencil icon** next to the Scorecard you are going to be working with\ Navigate to the **Completed Items tab**
16
Select the type(s) of **Element** you would like to **hide from Summary Reports** in the Scorecard.\ Once you select the **Element**, a **date field** will appear. Elements that have been completed before the date you enter here will be hidden. Once you are done with your selection, click **Save**
