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
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.
From your Control Panel, click the chevron (>) next to Elements.
Click the chevron (>) next to Initiatives.
Select the initiative you want to view or edit.
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
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.).
Add a Milestone
From your Control Panel, click the chevron (>) next to Elements.
Click the chevron (>) next to Milestones.
Click the plus icon (+) to add a new milestone.
Associate the Milestone to an Initiative.
Enter a Name (e.g., “Portfolio evaluation”).
Select an Owner.
Assign a Start Date and End Date.
Click Save.
Track Progress in the Gantt Chart
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.
To update directly from the Gantt Chart:
Double-click a progress bar.
Update the Status, Start/End Dates, or Percent Complete.
(Optional) Mark the initiative as Completed.
Click Close, then Save.
Project Dependencies
If you’re on the Enterprise Plan, you can define dependencies between initiatives and milestones to track how tasks relate across timelines.
Click the kebab menu (⋮) on an initiative and select Edit Element.
Go to the Edit Fields tab.
Select a Dependency from the dropdown menu.
Click Save.
Project Evaluations
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.
With Project Evaluations, you can:
Track quantitative project data.
Configure automatic calculations and performance evaluations.
Visualize project progress using charts and evaluations.
