Each Element created in ClearPoint has a detail page associated with it. Once on the detail page, you can view key attributes and information specific to that element.
How to manage Element Detail Pages in ClearPoint
Each Element created in ClearPoint has a details page associated with it.
From the left navigation click on Elements
Select Objectives
Choose the Objective you are going to be working with
Once you are on the Detail Page you can view key attributes and information specific to that Element including:
Status indicators to quickly view progress
Owners and collaborators responsible for updating or reporting on the element
Analysis and recommendations fields to share qualitative insights
Linked elements that are connected to the element you are viewing
Element types
Each element type serves a different purpose, and with that, there are some unique default fields associated with each element that can be included on the detail page.
Initiatives: Commonly used for project management. Additional fields include Start and End Date, Percent Completed, a Completed checkbox, Milestones, and a Gantt Chart.
From the left navigation select Elements > Initiatives
Choose the Initiative you are going to be working with
Measures: Track quantitative data in the measure data table, which can be visualized in customizable charts.
From the left navigation select Elements > Measures
Choose the Measure you are going to be working with
Click the kebab menu (⋮) on the page and select Edit Element.
Click on the Edit pencil icon
Use the Series tab to manage all data series at once.
On the Charts tab you can view and configure linked charts.
Detail page layout
Users with Editor permissions and above can modify the layout of the detail page.
Click the kebab menu (⋮) on the page and select Edit Layout.
The Add Card drawer opens on the right side of the screen.
Standard Cards – Fields related to the element, such as owners, descriptions, milestones, and updates.
Reusable Cards – Includes Page Breaks (for exports) and Custom Cards.
Search or browse to find the card you need.
Drag and drop cards directly into your layout.
Rearrange and resize cards as needed. Cards are fixed height for predictable alignment.
All default field options for each element are available to be included and rearranged within the detail page layout. In addition, Admin users can create custom fields, including text, date, checkbox, pick list, and user fields. Once created, these fields will also be available as options to include on the element detail page.
You will find the Custom Fields at the bottom of the drawer.
Card visual settings
Admins can configure account colors and card accent colors to apply consistent branding across the application.
To apply an accent color, click the kebab menu (⋮) on a card, select Edit Card Visual Settings, and choose an accent color from the popup.
Use the dropdown menu to select a Card Accent Color
The outcome is a card that reflects your brand colors.
Editing an element
You can edit any of the fields by double-clicking on them. When you begin editing, an orange Inline Editing tag will appear at the top right of the page with an X to cancel out of editing. The Save button will not appear until you make changes.
Double-click on an element.
Make your edits.
Click Save once the button appears.
Updaters can also:
Make inline updates directly in cards.
Use Copy Forward in the Edit Element drawer to carry values from a prior period forward (not available in inline editing).
View Version History by clicking the period tag in an update card.
Access Analysis and Recommendations AI from the text editor ribbon inside cards. This opens an AI panel on the right-hand side to provide suggestions, calculations, and visualization support.
Exporting out of ClearPoint
Detail pages can help you track progress, showing all the important details for one specific element. If you want to share this information outside of ClearPoint, you can export each page.
Click the kebab menu (⋮) on the page.
Select Export to PDF, Export to Excel, or Email Page.
These options allow you to quickly generate and share detail page information with others outside of ClearPoint.
