Advanced Topics – Changing Home Scorecard
Learn how to change the Home Scorecard of an element in ClearPoint.
Fernando Montenegro
4 steps
8 seconds
Clearpointstrategy
1
Each element in ClearPoint—such as an Objective, Measure, Initiative, or Risk—is created and stored in a specific Scorecard. This Scorecard is known as the **Home Scorecard**.\ Changing an element’s Home Scorecard helps you reorganize or realign ownership as your strategy evolves.
Changing an Element’s Home Scorecard
2
1. From the left navigation, click **Elements**. 2. Select the element type you want to move (e.g., **Objectives**). 3. Open the element you want to work with (e.g., *Comparable To Other Travel*).
3
1. Click the kebab menu (⋮) and select **Edit Objective**.
4
1. Navigate to the **Edit Fields** tab. 2. In the **Scorecard** dropdown menu, select the new **Home Scorecard**. 3. Click **Save**. 💡 *After saving, the element automatically moves to the selected Home Scorecard and appears under its list of elements.*
Advanced Topics – Changing Home Scorecard
Learn how to change the Home Scorecard of an element in ClearPoint.
Fernando Montenegro
4 steps
8 seconds
Clearpointstrategy
1
Each element in ClearPoint—such as an Objective, Measure, Initiative, or Risk—is created and stored in a specific Scorecard. This Scorecard is known as the **Home Scorecard**.\ Changing an element’s Home Scorecard helps you reorganize or realign ownership as your strategy evolves.
Changing an Element’s Home Scorecard
2
1. From the left navigation, click **Elements**. 2. Select the element type you want to move (e.g., **Objectives**). 3. Open the element you want to work with (e.g., *Comparable To Other Travel*).
3
1. Click the kebab menu (⋮) and select **Edit Objective**.
4
1. Navigate to the **Edit Fields** tab. 2. In the **Scorecard** dropdown menu, select the new **Home Scorecard**. 3. Click **Save**. 💡 *After saving, the element automatically moves to the selected Home Scorecard and appears under its list of elements.*
