Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)

As an Editor you can do everything an Updater user can do, additionally, you can add elements like Objectives and Initiatives. You can also add things like Owner, Description, edit Charts and even create calculations to your Measures.

One of the biggest differentiators between Editors and Updaters is that Editors have the ability to manage elements in ClearPoint.

Edits fields contain information that is consistent through different Reporting Periods and include things like Owner, Description, or Data Source. 

On a Detail page, Edit Fields do not have a Period Label.

- Select **Scorecards & Elements** from your Control Panel
- Select **Manage Elements**
- Open **Objectives**
- Choose the **Objective** you are going to be working with, in this example, ‘Direct Routes’.

- Double-click on the **Owner field**
- Assign an **Owner** accordingly 
- You can also edit the **Description**
- Once you are done with your changes, click the green check mark to **Save**

Double-click "When possible, we want to provide as many direct flights as we can, improving our flight times and maintaining a reputation as a sought after ai..."

When possible, we want to provide as many direct flights as we can, improving our flight times and maintaining a reputation as a sought after airline.

You can add, delete, and duplicate Measures, you can also sort the order of an element detail page

Please visit the [Managing Measures](https://support.clearpointstrategy.com/en/articles/8426151-organize-your-strategy-managing-measures) Help Center article for step-by-step instructions.

- Select **Scorecards & Elements** from the Control Panel
- Choose **Manage Elements**
- Open **Measures**

- Click the **Plus icon** to add a new Measure
- Use the **edit Pencil icon** to Edit a Measure
- Click the three dots icon to **Duplicate** or **Delete** a Measure

Please visit the [Add and Manage Series](https://support.clearpointstrategy.com/en/articles/8426799-organize-your-strategy-add-and-manage-series) Help Center article for detailed instructions.

- Select **Scorecards & Elements** from the Control Panel
- Choose **Manage Elements**
- Open **Measures**
- Select the **Measure** you are going to be working with, in this example, ‘Revenue’.

**Editing Series**

In this example, we are going to edit a Series name and data type.

- Locate the **Measure Data table**
- Double-click on the **Series** you want to edit, in this example, ‘Actual’.
- You can edit the **Series Name**
- Also, you can change the **Data Type**

**Calculation Series**

In this example, we are going to add a simple YTD calculation to your series.

- Navigate to the **Calculation tab**
- Select **Calculated Series** from the dropdown menu
- Use the dropdown menu to select **Actual** as your Series
- Under Aggregation, select **Calendar YTD Sum**
- Click the **Insert button**

**Automatic evaluation**

In this example, we are going to add parameters to evaluate your Series.

- Navigate to the **Evaluation tab**
- Mark the checkbox next to the criteria you want to evaluate, in this case **Above Target**, **Caution** and **Below Plan**
- Once you are done setting up your criteria click **Save**

User Types - Editor user

Editor User

Edit fields

Manage Measures

Edit Measure Series