Admins can add qualitative or quantitative custom fields to capture information tailored to your organization’s needs. Custom fields can be added to layout cards, reports, and dashboards for richer analysis beyond the default fields provided by ClearPoint.
Adding a Custom Field
To create a new custom field:
Click the Settings icon in the top navigation.
Select Customizations.
Navigate to the Custom Fields tab.
Click the Add ( + ) button to open the configuration drawer.
Enter a Custom Field Name, such as Project Type.
Select the Element Type.
Select an Field Type (see Field Type descriptions below).
Associate the custom field to a Scorecard.
Click Save.
💡 Each custom field can be associated with only one element type
Editing a Custom Field
To update an existing custom field:
Click the Settings icon in the top navigation.
Select Customizations.
Navigate to the Custom Fields tab.
Click the Kebab menu (⋮) and select Edit Custom Field.
Update the Field Type, Name, or any optional settings.
Click Save.
Field Type Definitions
Text & HTML Fields
String – Up to 150 characters
Long Text – Unlimited text
HTML Text – Rich text editor with formatting
HTML with Data – Allows inserting data references via a wizard (Professional & Enterprise)
Media & Link Fields
Image – Upload .jpg, .gif, or .png
External Link – Hyperlink with a custom label
Numeric & Calculated Fields
Numeric – General number
Currency – $9,999.99 formatting
Integer – Whole numbers only
Accounting – Accounting style
Percent – 12% formatting
Dates & Selection Fields
Date – Calendar picker
User Picklist – Choose a ClearPoint user (Professional & Enterprise)
Picklist – Single-select list
Multiple Picklist – Multi-select list
Boolean – Yes/No
Reference Fields
Chart Reference – Links to an existing chart (Professional & Enterprise)
Data Grid – Displays a summary report inline (Professional & Enterprise)
My Scorecard – Shows elements you own
My Favorites – Shows elements you’ve favorited
Update Fields vs. Edit Fields
If you check Update Mode, the field will behave as an Update field instead of an Edit field and will appear in update cards on detail pages.
Limiting Custom Fields to Specific Scorecards
By default, a custom field is available in all scorecards.
To restrict usage:
Edit the custom field.
Use the Scorecards dropdown to select where it should appear.
Click Save.
💡 Fields will not appear in scorecards that are not selected.
Reordering Custom Fields
Custom field order determines how they appear in layout editing drawers.
Find the field you want to move.
Drag and drop it to the desired position.
Click Save.
Using a Custom Field on a Detail Page
In ClearPoint Next, detail pages use cards, and layout changes are made through the Edit Layout drawer.
To add a custom field to a layout:
From the left navigation, click Elements.
Navigate to the element (e.g., an Initiative).
Click on the Initiative (e.g., Create New Revenue Stream)
Click on the kebab menu (⋮) and select Edit Layout.
In the right-hand drawer, locate your custom field under Available Cards.
Drag and drop the card to the desired layout position.
Click Save.
Using a Custom Field in a Summary Report
Navigate to Reports in the left navigation.
Open the desired Summary Report (e.g., Initiatives).
Click on the kebab menu (⋮) and select Edit Initiative.
Go to the Columns tab.
Locate the element using the dropdown menus.
Click Add Column.
Click Save.
