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Advanced Topics – Changing Home Scorecard

Learn how to change the Home Scorecard of an element in ClearPoint.

Ted Jackson avatar
Written by Ted Jackson
Updated over a month ago

Each element in ClearPoint—such as an Objective, Measure, Initiative, or Risk—is created and stored in a specific Scorecard. This Scorecard is known as the Home Scorecard.
Changing an element’s Home Scorecard helps you reorganize or realign ownership as your strategy evolves.


Changing an Element’s Home Scorecard

  1. From the left navigation, click Elements.

  2. Select the element type you want to move (e.g., Objectives).

  3. Open the element you want to work with (e.g., Comparable To Other Travel).

  1. Click the kebab menu (⋮) and select Edit Objective.

  1. Navigate to the Edit Fields tab.

  2. In the Scorecard dropdown menu, select the new Home Scorecard.

  3. Click Save.

💡 After saving, the element automatically moves to the selected Home Scorecard and appears under its list of elements.

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