Welcome to ClearPoint Strategy 5.0! Listed below are some of the great new features that we've developed based on your feedback and input. If you have any questions about these features and updates, or if you would like a personal tour, please do not hesitate to contact us at [email protected] or visit our new support website at support.clearpointstrategy.com. As always, we're here to help!

Briefing Book and Publishing Enhancements

• Briefing books can now contain information from multiple scorecards
• For multiple scorecard briefing books, a table of contents is included
• Briefing books can be zoomed out to handle small page over-runs
• Page titles are carried over for detail and summary page screens
• Briefing books can be printed in portrait layout
• Briefing book formatting is now consistent with single page PDF exports
• Published scorecards can now contain information from multiple scorecards

Collaboration Enhancements

• Unlimited browsers are now free for all accounts
• Collaborators / project teams can be defined for all elements
• Comments and discussion can be added to any element
• Bulk email notifications can be scheduled in advance
• Email notifications can be digested and sent once daily

Usability Enhancements

• Hidden series are now shown in the measure dialog box
• Updaters can now export measure details to Excel and copy to Excel

Reporting Enhancements

• Organization charts showing scorecard hierarchies can now be displayed
• Alignment matrices can be customized to show only selected elements
• Chart dashboards can be customized to show only selected measures
• DataHTML fields can now show additional information
• Chart dashboards can be exported to PPT

Project Management Enhancements

• Gantt charts can be customized to show only selected initiatives
• Milestone details can be shown on initiative summary screns
• Detail level Gantt charts now have increased detail
• Start and end dates now shown on milestone lists
• Status, recommendations, and analysis carries forward for completed initiatives and milestones

Administrative Enhancements

• Period groups can be duplicated, allowing for easy configuration of periodicity
• Status, recommendations, analysis, and custom fields can be copied from period to period
• Security groups can now be configured to allow access to elements (i.e., all objectives)
• Passwords can be reset, requiring change at next login
• Multiple logins can be disabled for an organization
• Chart legends can be globally enabled or disabled
• New "multi picklist" custom field
• Custom chart types can be categorized