Getting Around - Add and Manage Initiatives (Projects)
Fernando Montenegro
9 steps
3 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Manage Initiatives
Editing an Initiative in the ‘Manage Initiatives’ section
2
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Click on **Initiatives**\ Locate the Initiative you are going to be working with, in this example, ‘Add New Website’\ Click the **Edit Pencil icon**
3
Navigate to the **Update Fields tab**\ Examples of information that can be updated are Status, Percent Complete, Analysis, and Recommendations.
4
Navigate to the **Edit Fields tab**\ Examples of information that can be edited are Name, Owner, Reporting Frequency, and Dependencies.
5
Navigate to the **Milestones tab**, Milestones can be added, edited, or deleted. Find out more about Milestones (PENDING LINK TO MILESTONES ARTICLE) Navigate to the **Links tab**, Initiatives can be linked to other Elements in ClearPoint. (PENDING LINKING ELEMENTS ARTICLE) Navigate to the **Notifications tab**\ Update your Notifications preferences accordingly, you can choose to receive notifications for Any Change, Any Edit or Any Update.
Editing an Initiative on a Detail Page
6
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Click on **Initiatives**\ Locate the Initiative you are going to be working with, in this example, ‘Redesign Employee Satisfaction Survey’\ Click the **Edit Pencil icon**\ From here you can access **Update Fields**, **Edit Fields**, **Milestones**, **Links** and **Notifications**, please see above for more in-depth information.
Bulk editing initiatives
7
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Click on **Initiatives**\ Mark the checkbox next to the Initiatives you are going to be working with\ Select **Edit Multiple** from the dropdown menu
8
**Initiatives To Update** shows all of the **Initiatives** you will be making changes to\ Navigate to the **Update Fields**, changes can be made for the reporting period you are currently viewing.\ \ Navigate to the **Edit Fields**, changes can be made to the Initiatives that will be the same no matter what period the user is logged into.\ \ Select the fields you want to change from the **Select Fields menu**\ Choose the value you want to apply to each field\ Once you are done, click **Save**
9
Please note that these changes, once saved, will be reflected on all of the Initiatives that were selected.
Getting Around - Add and Manage Initiatives (Projects)
Fernando Montenegro
9 steps
3 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Manage Initiatives
Editing an Initiative in the ‘Manage Initiatives’ section
2
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Click on **Initiatives**\ Locate the Initiative you are going to be working with, in this example, ‘Add New Website’\ Click the **Edit Pencil icon**
3
Navigate to the **Update Fields tab**\ Examples of information that can be updated are Status, Percent Complete, Analysis, and Recommendations.
4
Navigate to the **Edit Fields tab**\ Examples of information that can be edited are Name, Owner, Reporting Frequency, and Dependencies.
5
Navigate to the **Milestones tab**, Milestones can be added, edited, or deleted. Find out more about Milestones (PENDING LINK TO MILESTONES ARTICLE) Navigate to the **Links tab**, Initiatives can be linked to other Elements in ClearPoint. (PENDING LINKING ELEMENTS ARTICLE) Navigate to the **Notifications tab**\ Update your Notifications preferences accordingly, you can choose to receive notifications for Any Change, Any Edit or Any Update.
Editing an Initiative on a Detail Page
6
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Click on **Initiatives**\ Locate the Initiative you are going to be working with, in this example, ‘Redesign Employee Satisfaction Survey’\ Click the **Edit Pencil icon**\ From here you can access **Update Fields**, **Edit Fields**, **Milestones**, **Links** and **Notifications**, please see above for more in-depth information.
Bulk editing initiatives
7
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Click on **Initiatives**\ Mark the checkbox next to the Initiatives you are going to be working with\ Select **Edit Multiple** from the dropdown menu
8
**Initiatives To Update** shows all of the **Initiatives** you will be making changes to\ Navigate to the **Update Fields**, changes can be made for the reporting period you are currently viewing.\ \ Navigate to the **Edit Fields**, changes can be made to the Initiatives that will be the same no matter what period the user is logged into.\ \ Select the fields you want to change from the **Select Fields menu**\ Choose the value you want to apply to each field\ Once you are done, click **Save**
9
Please note that these changes, once saved, will be reflected on all of the Initiatives that were selected.
