Getting Started Guide – Project Management
This article introduces how to manage projects in ClearPoint.
Fernando Montenegro
12 steps
24 seconds
Clearpointstrategy
1
Project management typically occurs through the **Initiative** element, which allows you to monitor progress over time, track milestones, and mark projects complete once finished.
Managing Projects in ClearPoint
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Initiatives represent high-level strategic projects that support your organization’s objectives and measures. Linking them helps you understand how each project impacts overall strategy.
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1. From your Control Panel, click the chevron (>) next to **Elements**. 2. Click the chevron (>) next to **Initiatives**. 3. Select the initiative you want to view or edit.
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**Key Fields** - **Start Date** and **End Date** – Define the project timeline. - **Percent Complete** – Track progress throughout the project’s lifecycle. Once the project is finished, mark the initiative as **Completed**.
Milestones and Gantt Charts
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Larger initiatives are often broken into smaller tasks or phases, called **Milestones**.\ Milestones are unique elements that: - Are always linked to one initiative. - Have their own detail pages. - Share the same functionality as initiatives (fields, charts, updates, etc.).
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## Add a Milestone 1. From your Control Panel, click the chevron (>) next to **Elements**. 2. Click the chevron (>) next to **Milestones**. 3. Click the **plus icon (+)** to add a new milestone. 4. Associate the **Milestone** to an **Initiative**. 5. Enter a **Name** (e.g., “Portfolio evaluation”). 6. Select an **Owner**. 7. Assign a **Start Date** and **End Date**. 8. Click **Save**.
Track Progress in the Gantt Chart
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Initiatives and milestones appear in the **Gantt Chart** view, offering a clear visualization of project timelines and progress. - The bar color represents project status. - The shaded portion of the bar reflects **Percent Complete**.
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To update directly from the Gantt Chart: 1. Double-click a progress bar. 2. Update the **Status**, **Start/End Dates**, or **Percent Complete**. 3. (Optional) Mark the initiative as **Completed**. 4. Click **Close**, then **Save**.
Project Dependencies
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If you’re on the **Enterprise Plan**, you can define dependencies between initiatives and milestones to track how tasks relate across timelines.
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1. Click the **kebab menu (⋮)** on an initiative and select **Edit Element**. 2. Go to the **Edit Fields** tab. 3. Select a **Dependency** from the dropdown menu. 4. Click **Save**.
Project Evaluations
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Enterprise Plan users can enable **Project Evaluations** to automatically assess project status based on defined criteria—similar to how measures use data tables and calculations.
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With Project Evaluations, you can: - Track quantitative project data. - Configure automatic calculations and performance evaluations. - Visualize project progress using charts and evaluations.
Getting Started Guide – Project Management
This article introduces how to manage projects in ClearPoint.
Fernando Montenegro
12 steps
24 seconds
Clearpointstrategy
1
Project management typically occurs through the **Initiative** element, which allows you to monitor progress over time, track milestones, and mark projects complete once finished.
Managing Projects in ClearPoint
2
Initiatives represent high-level strategic projects that support your organization’s objectives and measures. Linking them helps you understand how each project impacts overall strategy.
3
1. From your Control Panel, click the chevron (>) next to **Elements**. 2. Click the chevron (>) next to **Initiatives**. 3. Select the initiative you want to view or edit.
4
**Key Fields** - **Start Date** and **End Date** – Define the project timeline. - **Percent Complete** – Track progress throughout the project’s lifecycle. Once the project is finished, mark the initiative as **Completed**.
Milestones and Gantt Charts
5
Larger initiatives are often broken into smaller tasks or phases, called **Milestones**.\ Milestones are unique elements that: - Are always linked to one initiative. - Have their own detail pages. - Share the same functionality as initiatives (fields, charts, updates, etc.).
6
## Add a Milestone 1. From your Control Panel, click the chevron (>) next to **Elements**. 2. Click the chevron (>) next to **Milestones**. 3. Click the **plus icon (+)** to add a new milestone. 4. Associate the **Milestone** to an **Initiative**. 5. Enter a **Name** (e.g., “Portfolio evaluation”). 6. Select an **Owner**. 7. Assign a **Start Date** and **End Date**. 8. Click **Save**.
Track Progress in the Gantt Chart
7
Initiatives and milestones appear in the **Gantt Chart** view, offering a clear visualization of project timelines and progress. - The bar color represents project status. - The shaded portion of the bar reflects **Percent Complete**.
8
To update directly from the Gantt Chart: 1. Double-click a progress bar. 2. Update the **Status**, **Start/End Dates**, or **Percent Complete**. 3. (Optional) Mark the initiative as **Completed**. 4. Click **Close**, then **Save**.
Project Dependencies
9
If you’re on the **Enterprise Plan**, you can define dependencies between initiatives and milestones to track how tasks relate across timelines.
10
1. Click the **kebab menu (⋮)** on an initiative and select **Edit Element**. 2. Go to the **Edit Fields** tab. 3. Select a **Dependency** from the dropdown menu. 4. Click **Save**.
Project Evaluations
11
Enterprise Plan users can enable **Project Evaluations** to automatically assess project status based on defined criteria—similar to how measures use data tables and calculations.
12
With Project Evaluations, you can: - Track quantitative project data. - Configure automatic calculations and performance evaluations. - Visualize project progress using charts and evaluations.
