Advanced Topics - Managing completed projects | Scribe

    Advanced Topics - Managing completed projects

    • Fernando Montenegro |
    • 0 step |
    • 3 minutes
    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

    Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Reports**\ Open **Initiative Reports**
    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
    By default, today’s date will be entered as the Completed Date.
    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

    Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Reports**\ Open **Initiative Reports**
    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**
    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**
    By default, today’s date will be entered.

    Managing completed items

    From the Control Panel click on **System Settings**\ Select **System setup**\ Click on **Report Options** under Standard Features
    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.
    Once you are done with your selection, click **Save**
    These changes will be reflected across all scorecards in the account.

    Hiding completed items

    Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Open **Scorecards**
    Click on the **edit Pencil icon** next to the Scorecard you are going to be working with\ Navigate to the **Completed Items tab**
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