User Types – Editor
This article explains what Editor users can do in ClearPoint.
Fernando Montenegro
15 steps
30 seconds
Clearpointstrategy
1
Editors can enter and update information, view all elements they have access to, and manage element-level details such as owners, descriptions, charts, and Measure calculations. Editors can also add new elements—including Objectives, Measures, and Initiatives—within Scorecards they have permission to access.
Editor User Overview
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Editors can perform all actions available to Updaters, plus: - Add, edit, duplicate, and delete elements - Update both **Edit Fields** and **Update Fields** - Manage Measure Series, calculations, and evaluations - Edit charts and chart settings - Modify page layouts - Update project details, including Gantt chart information 💡 This makes Editors key contributors in maintaining the structure and content of your strategy.
Edit Fields
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Edit Fields contain information that stays consistent across reporting periods such as: - Owner - Description - Data Source 💡 Edit Fields do **not** include a period label.
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## To edit an Objective: 1. Select **Elements** from the left navigation. 2. Open **Objectives**. 3. Select an Objective (e.g., *Direct Routes*).
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1. Double-click the **Owner** field to assign a new owner. 2. Double-click **Description** to update the content. 3. Click the green checkmark ✔️ to save.
Manage Measures
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Editors can add, edit, duplicate, delete, and reorder Measures. 1. Select **Elements** → **Measures**. 2. Use: - **Plus (+)** to add a new Measure - **Edit Element (pencil)** to modify a Measure - **Kebab menu (⋮)** to **Duplicate** or **Delete** 📌 For detailed steps, see the [**Managing Measures**](https://next-support.clearpointstrategy.com/en/articles/12746303-organize-your-strategy-managing-measures) Help Center article.
Edit Measure Series
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Editors can rename Series, change data types, create calculated Series, and configure automatic evaluations.
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## Edit a Series 1. Open a Measure (e.g., *Revenue*). 2. In the **Measure Data Table**, double-click the Series header (e.g., *Actual*). 3. Update the **Series Name** or **Data Type**. 4. Click **Save**.
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## Add a Calculated Series 1. On the **Series** tab choose **Calculated Series**. 2. Open the **Calculation** tab. 3. Select the source Series (e.g., *Actual*). 4. Under **Aggregation**, choose *Calendar YTD Sum*. 5. Click **Insert**.
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## Configure Automatic Evaluation 1. Open the **Evaluation** tab. 2. Check the status rules (e.g., *Above Target*, *Caution*, *Below Plan*). 3. Enter criteria as needed. 4. Click **Save**. 📌 See [**Add and Manage Series**](https://next-support.clearpointstrategy.com/en/articles/12748023-organize-your-strategy-add-and-manage-series) for more details.
Edit Charts
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Editors can modify chart names, chart types, and reporting frequencies. 1. Open a Measure. 2. Double-click the chart you want to edit. 3. Update the **Chart Name** and select a **Chart Type**. 4. Open the **Chart Periods** tab to adjust reporting frequency. 5. Click **Save**. 📌 See [**Add and Edit Charts**](https://next-support.clearpointstrategy.com/en/articles/12775838-visualize-your-data-add-and-edit-charts) for full chart configuration options.
Managing Projects (Initiatives)
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Editors can update project dates, percent complete, and progress bars. 1. Go to **Elements** → **Initiatives**. 2. Select an Initiative (e.g., *Purchase 5 new planes*). 3. Double-click fields to edit **Start Date**, **End Date**, or mark **Completed**. 4. In the **Gantt Chart**, double-click a bar to edit: - Name - Status - Start/End Dates - Percent Complete 5. Click ✔️ to save. 📌 See [**Add and Manage Initiatives**](https://next-support.clearpointstrategy.com/en/articles/12748330-organize-your-strategy-add-and-manage-initiatives-projects) for full chart configuration options.
Changing Page Layout
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Editors can customize detail page layouts. 1. Open an Initiative (or any element). 2. Click the **kebab menu (⋮)**. 3. Select **Edit Layout**. 4. Drag and drop fields to rearrange the layout. 5. Click **Save**. 📌 See [Editing Detail Page Layouts](https://next-support.clearpointstrategy.com/en/articles/12807124-summarize-your-results-editing-detail-page-layouts) for full chart configuration options.
Diagrams
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Editors can access and manage Diagrams. Diagrams visually represent how Objectives connect across your Scorecards. 1. Select **Elements** from the left navigation. 2. Choose **Reports**. 3. Open **Diagrams**. 4. Select the map to view or edit (e.g., *Upward Air Objectives*). 📌 See [Managing Diagrams](https://next-support.clearpointstrategy.com/en/articles/12847003-summarize-your-results-managing-diagrams).
Need More Access?
15
## Need More Access? Editor capabilities depend on permissions granted by your ClearPoint administrator.\ If you need access to more Scorecards or elements, contact your administrator—they can adjust your permissions as needed.
User Types – Editor
This article explains what Editor users can do in ClearPoint.
Fernando Montenegro
15 steps
30 seconds
Clearpointstrategy
1
Editors can enter and update information, view all elements they have access to, and manage element-level details such as owners, descriptions, charts, and Measure calculations. Editors can also add new elements—including Objectives, Measures, and Initiatives—within Scorecards they have permission to access.
Editor User Overview
2
Editors can perform all actions available to Updaters, plus: - Add, edit, duplicate, and delete elements - Update both **Edit Fields** and **Update Fields** - Manage Measure Series, calculations, and evaluations - Edit charts and chart settings - Modify page layouts - Update project details, including Gantt chart information 💡 This makes Editors key contributors in maintaining the structure and content of your strategy.
Edit Fields
3
Edit Fields contain information that stays consistent across reporting periods such as: - Owner - Description - Data Source 💡 Edit Fields do **not** include a period label.
4
## To edit an Objective: 1. Select **Elements** from the left navigation. 2. Open **Objectives**. 3. Select an Objective (e.g., *Direct Routes*).
5
1. Double-click the **Owner** field to assign a new owner. 2. Double-click **Description** to update the content. 3. Click the green checkmark ✔️ to save.
Manage Measures
6
Editors can add, edit, duplicate, delete, and reorder Measures. 1. Select **Elements** → **Measures**. 2. Use: - **Plus (+)** to add a new Measure - **Edit Element (pencil)** to modify a Measure - **Kebab menu (⋮)** to **Duplicate** or **Delete** 📌 For detailed steps, see the [**Managing Measures**](https://next-support.clearpointstrategy.com/en/articles/12746303-organize-your-strategy-managing-measures) Help Center article.
Edit Measure Series
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Editors can rename Series, change data types, create calculated Series, and configure automatic evaluations.
8
## Edit a Series 1. Open a Measure (e.g., *Revenue*). 2. In the **Measure Data Table**, double-click the Series header (e.g., *Actual*). 3. Update the **Series Name** or **Data Type**. 4. Click **Save**.
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## Add a Calculated Series 1. On the **Series** tab choose **Calculated Series**. 2. Open the **Calculation** tab. 3. Select the source Series (e.g., *Actual*). 4. Under **Aggregation**, choose *Calendar YTD Sum*. 5. Click **Insert**.
10
## Configure Automatic Evaluation 1. Open the **Evaluation** tab. 2. Check the status rules (e.g., *Above Target*, *Caution*, *Below Plan*). 3. Enter criteria as needed. 4. Click **Save**. 📌 See [**Add and Manage Series**](https://next-support.clearpointstrategy.com/en/articles/12748023-organize-your-strategy-add-and-manage-series) for more details.
Edit Charts
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Editors can modify chart names, chart types, and reporting frequencies. 1. Open a Measure. 2. Double-click the chart you want to edit. 3. Update the **Chart Name** and select a **Chart Type**. 4. Open the **Chart Periods** tab to adjust reporting frequency. 5. Click **Save**. 📌 See [**Add and Edit Charts**](https://next-support.clearpointstrategy.com/en/articles/12775838-visualize-your-data-add-and-edit-charts) for full chart configuration options.
Managing Projects (Initiatives)
12
Editors can update project dates, percent complete, and progress bars. 1. Go to **Elements** → **Initiatives**. 2. Select an Initiative (e.g., *Purchase 5 new planes*). 3. Double-click fields to edit **Start Date**, **End Date**, or mark **Completed**. 4. In the **Gantt Chart**, double-click a bar to edit: - Name - Status - Start/End Dates - Percent Complete 5. Click ✔️ to save. 📌 See [**Add and Manage Initiatives**](https://next-support.clearpointstrategy.com/en/articles/12748330-organize-your-strategy-add-and-manage-initiatives-projects) for full chart configuration options.
Changing Page Layout
13
Editors can customize detail page layouts. 1. Open an Initiative (or any element). 2. Click the **kebab menu (⋮)**. 3. Select **Edit Layout**. 4. Drag and drop fields to rearrange the layout. 5. Click **Save**. 📌 See [Editing Detail Page Layouts](https://next-support.clearpointstrategy.com/en/articles/12807124-summarize-your-results-editing-detail-page-layouts) for full chart configuration options.
Diagrams
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Editors can access and manage Diagrams. Diagrams visually represent how Objectives connect across your Scorecards. 1. Select **Elements** from the left navigation. 2. Choose **Reports**. 3. Open **Diagrams**. 4. Select the map to view or edit (e.g., *Upward Air Objectives*). 📌 See [Managing Diagrams](https://next-support.clearpointstrategy.com/en/articles/12847003-summarize-your-results-managing-diagrams).
Need More Access?
15
## Need More Access? Editor capabilities depend on permissions granted by your ClearPoint administrator.\ If you need access to more Scorecards or elements, contact your administrator—they can adjust your permissions as needed.
