ClearPoint offers a range of configuration options that let you rename elements, create new fields, adjust status indicators, and apply custom styles—ensuring your account reflects your organization’s strategy and identity.
Menu & Element Names
Many organizations use different terminology to describe their strategic elements (e.g., “Goals” instead of “Objectives”). ClearPoint allows administrators to rename or hide these elements for a more personalized experience.
From the top navigation, click System Settings.
Select Customizations.
Navigate to the Menu & Element Names tab.
Click the pencil icon next to the element you want to rename.
Enter a Custom Name (e.g., Goal).
(Optional) Check Hide if the element type isn’t used.
Click Save.
Default & Custom Fields
ClearPoint elements come with default fields—like Owner, Analysis, and Recommendations—which can be renamed to match your organization’s terminology.
Each element type also includes specific fields (e.g., Start Date and End Date for initiatives).
If you need additional data fields beyond the defaults, you can create custom fields in various formats (text, percentage, number, HTML, etc.).
Rename a Default Field
Navigate to the Default Fields tab.
Locate the Element Type to rename (e.g., Initiative > End Date).
In the Custom Label column, enter a new name (e.g., Due Date).
Click Save.
Add a Custom Field
From the top navigation, click System Settings.
Select Customizations.
Navigate to the Custom Fields tab.
Click the plus icon (+) to add a field.
Enter a Custom Field Name (e.g., Description).
Select a Field Type from the dropdown (e.g., HTML Text).
Click Save.
Status Indicators
ClearPoint includes four default status indicators:
Above Target (Green)
Caution (Yellow)
Below Plan (Red)
No Information (Blue)
You can add or modify indicators to match your organization’s visual language.
Create a Custom Status Indicator
From the top navigation, click System Settings.
Select Customizations.
Navigate to the Status Indicators tab.
Click the plus icon (+) to create a new indicator.
Enter a Status Name (e.g., Completed).
You can assign a Score, Set a Custom Status Color, Status Icon and select the Standard Elements the custom status will apply to.
Click Confirm.
