Hey there,

We're excited to announce ClearPoint Next version 16.5.55! This is a big release — bringing language support for Spanish and British English, major performance improvements, Gantt chart enhancements, and a large wave of stability and UX fixes across the platform.

Here's what's new:

✨ Newly Available in CP Next

🌐 Language Support: Spanish (Latin America) and British English ClearPoint Next now natively supports Spanish (Latin America) and British English as platform language options. Admins can configure the language setting to make the platform more accessible for global and multilingual teams.

🎯 Gantt Chart Milestone Interactions Gantt charts now support the full milestone interactions available in Classic: double-click to edit, drag to move dates, and drag to update percent complete — giving project managers a more intuitive planning experience.

📊 Visual Indicators for Calculated and Locked Series Calculated and locked series now display visual indicators, making it easier to identify which series values are system-managed versus directly editable.

🎨 Separate Color Options for Cards and Summary Report Headers Admins can now configure the default account color separately for element cards and summary report headers, giving you finer control over your organization's visual identity.

🔧 Enhancements and Fixes Across the Platform

⚡ Performance & Loading Element and manage pages now load progressively for faster rendering. Summary reports load via infinite scroll. Dashboard charts defer loading until visible on screen.

🗂️ Manage Pages & Bulk Changes The bulk change architecture has been rewritten — the Save button now works consistently, dropdowns behave correctly, and tag changes apply as expected. The import workflow now includes a bulk-change preview with an "enable adding new elements" toggle.

📈 Reports & Exports Excel exports now populate correctly. Report search no longer returns blank pages. Decimal values on series save correctly. Series status data now shows for initiatives. Attachments display properly in reports. HTML exports produce correctly formatted output.

📊 Charts & Briefing Books Pie charts and legends now format correctly. Charts open in edit mode with the correct type. Briefing book first-page spacing is fixed, recipients dropdown works, and linked pages are included in exports.

🖥️ UI, Navigation & System Setup Tokens display correctly. Sub-milestones indent correctly. Breadcrumbs on objective pages show names instead of IDs. Data Grid has a dedicated page link icon; double-click enters edit mode. SSO correctly redirects to Next. AI audit log shows display names.

🚀 Be among the first to experience ClearPoint Next!

ClearPoint Next is available for both individual users and full organizations. If you’re an admin and want to enable ClearPoint Next for yourself or your team, reach out to your account manager or contact us at [email protected] — we’ll get you set up!

As always, thank you for your continued feedback as we continue building the future of strategy management. Stay tuned—more updates coming soon!

Hey there,

We're excited to introduce ClearPoint Strategy version 16.5.55! This release focuses on reliability improvements, resolving several issues that were impacting page loading, report functionality, and custom script integrations.

Here's what's new in this release:

📊 Report Search Now Works Reliably Searching within grid reports — particularly those with scorecard-only column configurations — now returns results correctly instead of displaying a blank page.

⚡ Faster, More Stable Scorecard Page Loading Improvements to how the scorecard navigation menu loads have resolved blank page experiences for accounts with larger data sets, resulting in faster and more predictable page loads.

📋 Measure Detail Pages Now Load Consistently Measure element detail pages now open and reload reliably, resolving crashes that some accounts were experiencing.

🔗 Custom Scripts: Report Duplication Now Works Correctly The duplicate parameter on the grid layouts API endpoint — used by custom scripts to copy reports across scorecards — now works as expected, restoring functionality for scripted report setup workflows.

🔧 Background Service Stability Improvements Improvements to background service reliability reduce the chance of interruptions that could affect dashboard data availability.

As always, we're grateful for the feedback and partnership from our customer community. If you need assistance or want to share feedback, reach out to us at [email protected].

Thanks for using ClearPoint—and stay tuned for more improvements! 🚀

Hey there,

We're excited to announce ClearPoint Next version 16.5.54! This release is a broad stability and reliability update, with improvements across bulk changes, reporting, workflows, permissions, and more.

Here's what's new:

🔧 Enhancements and Fixes Across the Platform

⚙️ Bulk Changes & Manage Pages Bulk change scripts are now more reliable and easier to set up — element name fields appear where expected, scripts run cleanly without side effects, and exports from Manage pages work correctly even when custom fields are included.

📅 Reporting Periods & Frequencies Frequency names now display correctly throughout the app, period selectors show all available options, and new measures inherit the default reporting frequency as expected.

📊 Reports & Charts Linked charts load reliably in reports, charts display correctly across accounts, and report option toggles now work independently of each other.

🗂️ Manage Pages Several usability and data integrity improvements across Manage Scorecards, Manage Elements, and Manage Milestones — including more reliable exports, accurate status labels, and better handling of linked elements.

🔔 Workflows & Notifications Workflow schedules save and run correctly, user picklists populate reliably, and email reminders send only within their configured windows.

🖨️ Print View Ctrl+P now renders scorecard summary reports and selectively hidden pods correctly.

👤 User Management & Permissions Scorecard permission updates take effect immediately, and user setup options are fully available again.

🤖 AI The AI Subprocessor Agreement can now be accepted, and several stability improvements are included for AI features. (Requires AI to be enabled in your account.)

🏷️ Tags & Branding Tags save and edit reliably. Branding settings persist correctly.

📈 Series & Data Data uploads, measure series edits, and initiative auto-evaluation all work smoothly and consistently.

🔗 Explorer View & Element Linking Element linking from the Explorer View works as expected, and Parent/Child pods now display the correct associated scorecard names.

🔧 Default Fields Default element name configuration saves correctly and field revert behavior works as expected.

🚀 Be among the first to experience ClearPoint Next!

ClearPoint Next is available for both individual users and full organizations. If you’re an admin and want to enable ClearPoint Next for yourself or your team, reach out to your account manager or contact us at [email protected] — we’ll get you set up!

As always, thank you for your continued feedback as we continue building the future of strategy management. Stay tuned—more updates coming soon!

Hey there,

We're excited to introduce ClearPoint Strategy version 16.5.54! This release brings a focused set of reliability improvements across permissions, bulk changes, layouts, and reporting.

Here's what's new in this release:

🔐 Permissions Work as Expected at the Element Level Group users with layered access rules — browser access to a scorecard plus updater or editor access to specific initiatives and milestones — can now update those elements smoothly without errors.

⚙️ Bulk Change Scripts Run Reliably Scripts targeting scorecard fields now execute and apply changes correctly every time.

📋 Copy Forward Handles Large Milestone Sets Scorecard-level copy forward now processes all initiatives and milestones completely and reliably, even at scale.

🗂️ Archived Elements Stay Out of Reports Elements from archived scorecards no longer appear in reports or on detail pages of active scorecards, keeping your reporting clean and accurate.

📐 Multi-Column Layouts Stay Aligned Four-column layouts now render consistently regardless of pod content size, so what you configure is what your users see.

As always, we’re grateful for the feedback and partnership from our customer community. If you need assistance or want to share feedback, reach out to us at [email protected].

Thanks for using ClearPoint—and stay tuned for more improvements! 🚀

Hey there,

We're excited to announce ClearPoint Next version 16.5.53! This release brings meaningful new capabilities around plan management and user experience, alongside a strong wave of reliability and consistency improvements across the platform.

Here's what's new:

✨ Newly Available in CP Next

👥 Full Names in Multi-User Picklist Fields Custom multi-user picklist fields now display full user names by default in pods, reports, and exports — consistent with how the Collaborators field has always worked. No more hovering to see who's who.

🔧 Enhancements and Fixes Across the Platform

Navigation & Scorecards

• The breadcrumbs dropdown menu now displays all available navigation options correctly, restoring full navigation from element detail pages
• The Manage Scorecards page now updates immediately when scorecards are created, duplicated, or deleted — no refresh required
• Scorecards now load reliably on the Manage Scorecards page for accounts with large scorecard counts

Manage Pages & Elements

• The Objectives page and other element list pages now load correctly on first click
• By Scorecard User roles (Admin, Editor, Updater) can now access element options menus as expected
• Scorecard-specific element naming conventions now take proper precedence over general custom element names

Edit Drawer & Saving

• Changes made in the Edit Drawer — whether on the Edit Fields tab or Update Fields tab — now save correctly and consistently
• Confirmation messages after saving now display as expected, rather than showing unformatted code text
• Milestone status updates made from the edit drawer and milestone card now apply and persist as expected

Fields & Custom Fields

• Custom category names defined in Account Settings now translate consistently throughout the application — including in the edit drawer, category modals, and wherever categories are referenced
• Status icon fields now display only the statuses selected for that field, rather than showing all available statuses
• Custom multi-user picklist fields now show full user names by default across all views — pods, reports, and exports

Charts & Data

• Chart line stroke styles (such as dotted or dashed) now save and display correctly in both the chart preview and on the detail page

Reports & Exports

• Data Grid pods now respect the account's default rows-per-page setting, improving load performance for accounts with large datasets
• The element type dropdown in Data Grid pods no longer includes Milestone as a selectable option, since milestones do not support reports
• Hidden element types no longer appear as options in Data Grid report type dropdowns
• Dashboard reports now display both the chart name and the associated measure name, making it easier to distinguish between charts that share the same name
• The rows-per-page selector in Data Grid reports now reflects the selected value correctly
• Report filters now retain the selected element type when a field is chosen, rather than reverting to the default

Kanban View

• Drag-and-drop position changes in the Kanban board now save and persist correctly when navigating away and returning to the board

Automation & Notifications

• Notification rules with specific field-equals criteria now save and persist correctly — previously, custom criteria would revert to "any change" after saving

System Setup & Admin

• Archived reporting periods are now hidden by default on the Manage Periods page, consistent with how archived scorecards are handled — keeping the view clean and focused on active periods
• Custom field filtering on action items now works correctly
• Adding new snapshots in ClearPoint Next now works as expected

Accessibility

• Clicking the accessibility option from your profile icon now correctly opens the accessibility plugin within ClearPoint Next, rather than redirecting to ClearPoint Classic
• An issue that caused accessibility mode to become permanently cached — leading to slow page loads, focus indicators appearing on all elements, and typing issues — has been resolved

🚀 Be among the first to experience ClearPoint Next!

ClearPoint Next is available for both individual users and full organizations. If you’re an admin and want to enable ClearPoint Next for yourself or your team, reach out to your account manager or contact us at [email protected] — we’ll get you set up!

As always, thank you for your continued feedback as we continue building the future of strategy management. Stay tuned—more updates coming soon!

Hey there,

We're excited to introduce ClearPoint Strategy version 16.5.53! This release focuses on reliability improvements to keep your reporting and notification workflows running smoothly.

Here's what's new in this release:

📧 Reminder Emails Now Send Reliably An issue that caused workflow reminder emails to send multiple times to the same recipients has been resolved. Automated reminders now go out once, as intended — keeping your team's inbox clean and your reporting workflows on track.

📁 Chart Exports Now Include the Correct File Extension Exporting a chart whose name contains a period (such as "Q1 vs. Q2") now correctly includes the file extension (PNG, JPEG, etc.) in the downloaded file. Previously, the export would download without an extension, requiring users to manually rename the file before opening it.

As always, we’re grateful for the feedback and partnership from our customer community. If you need assistance or want to share feedback, reach out to us at [email protected].

Thanks for using ClearPoint—and stay tuned for more improvements! 🚀

Hey there,

We're excited to announce ClearPoint Next version 16.5.52! This release delivers a wide range of reliability and usability improvements across navigation, charts, reports, fields, exports, and automation — making the platform feel faster, more consistent, and more dependable day to day.

Here's what's new:

🔧 Enhancements and Fixes Across the Platform

Navigation & Scorecards

• Long scorecard names no longer get cut off in the left control panel
• The Home button now navigates to the correct scorecard landing page rather than your personal home page
• Archived scorecards no longer remain as your active home page after archiving
• Clicking a scorecard name in the left navigation correctly and consistently takes you to that scorecard's landing page

Charts & Data

• Charts now update immediately when measure data is entered or modified — no additional edit required
• The "Next N Periods" chart setting now correctly displays all selected periods
• The Edit Chart modal now reflects changes reliably without requiring a second edit to see updates
• Currency series now default to your account's default currency when adding or editing a series

Reports & Exports

• HTML exports now display correct element tab names and properly formatted pod content
• Exporting a scorecard report now exports only the selected report rather than the scorecards landing page
• Report sort order now saves and persists correctly
• HTML Text and HTML Data fields in grid reports now support inline editing without errors
• Inline editing for full-width columns in reports now works as expected

Fields & Custom Fields

• Custom field names now reflect correctly across all pages when element names are customized (including in drop-down lists and manage pages)
• Custom fields with bracket characters in their names no longer cause errors when saving
• Collaborator and multi-user picklist fields now retain all selected users when adding additional people
• Attachment fields now provide save confirmation immediately upon upload and reflect deletions without requiring a page refresh
• Data tokens in HTML fields now persist correctly after saving and re-saving

Manage Pages & Elements

• Users with Editor or Scorecard Admin permissions can now add elements from the Manage Elements page as expected
• Initiative fields on the Elements tab are now inline-editable
• Milestones no longer appear as a visible tab when the Initiative element type is hidden
• Element report counts on Manage Reports pages now accurately reflect only active, non-deleted reports
• Newly added series now appear immediately in the edit drawer without requiring a refresh

System Setup & Admin

• Default series now include the "Current Element" option when setting up calculated fields
• Fiscal Year creation now pre-populates the next chronological year based on your most recent existing fiscal year
• Custom fields can now be deleted without error
• Linked element access rules now apply consistently across the platform — elements a user doesn't have access to no longer appear in the left navigation or control panel

Automation & Reminders

• Bulk change scripts can now be edited and previewed as expected in ClearPoint Next
• Reminder schedules can now be created and saved from the edit drawer without issue

Workflows & Reporting Workflows

• Calendar date fields in Reporting Workflows now allow month navigation as expected

Series & Evaluations

• Aggregate status calculations can now be saved after all criteria are configured
• Objective Evaluations now save weight changes correctly and support decimal values
• Series with aggregate status calculations save reliably

🚀 Be among the first to experience ClearPoint Next!

ClearPoint Next is available for both individual users and full organizations. If you’re an admin and want to enable ClearPoint Next for yourself or your team, reach out to your account manager or contact us at [email protected] — we’ll get you set up!

As always, thank you for your continued feedback as we continue building the future of strategy management. Stay tuned—more updates coming soon!

Hey there,

We're excited to introduce ClearPoint Strategy version 16.5.52! This release focuses on polish and reliability improvements across reporting, charts, exports, and data management.

Here's what's new in this release:

📊 Charts Display More Reliably on Dashboard Reports

Offset series on charts in Dashboard Reports now display correctly, ensuring year-over-year and period-comparison series appear as expected.

🔗 Dashboard Report Chart Links Now Navigate Correctly

Clicking chart names in Dashboard Reports now takes you to the correct element detail page rather than an empty page.

🧮 Calculated Fields Now Save Reliably

Edits made to existing Calculated Fields now save correctly and persist as expected.

📋 Scorecard Report Names Display Cleanly

Report names on the Manage Reports page no longer display an unwanted "0" at the end of the name.

⚙️ Bulk Scripts Now Apply Correctly to Non-Measure Elements

Bulk change scripts targeting series on non-measure elements (such as Initiatives) now run as expected when Project Evaluations are enabled.

As always, we’re grateful for the feedback and partnership from our customer community. If you need assistance or want to share feedback, reach out to us at [email protected].

Thanks for using ClearPoint—and stay tuned for more improvements! 🚀

Hey there,

We're excited to announce ClearPoint Next version 16.5.51! This release brings a wide range of improvements across initiatives, milestones, reporting, charts, AI, and system settings — making the platform more reliable and consistent throughout.

Here's what's new:

✨ Newly Available in CP Next

📊 Chart Description Support

Charts in ClearPoint Next now support chart descriptions, giving admins the ability to add context and accessibility notes directly to charts — consistent with the experience in ClearPoint Classic.

🔧 Enhancements and Fixes Across the Platform

Initiatives & Milestones

• Milestone management is significantly more reliable in this release.
• Parent/child milestone relationships now reflect immediately after saving without requiring a browser refresh.
• Bulk editing milestones on the Manage Milestones page now works as expected, and the parent column no longer goes blank when editing.
• Adding multiple milestones at once now works correctly, initiative start and end date fields are fully editable in the editing drawer, and initiatives with auto-evaluation enabled no longer incorrectly allow manual status changes.
• Completed dates now display properly on initiative detail pages, and percent complete values now show consistently across the Manage Initiatives and Milestones pages.
• Custom field labels (renamed milestones) now apply consistently throughout the editing experience.
• Linking initiatives to objectives on different scorecards now saves correctly.

Manage Elements & Import

• Importing custom field data from the Manage Elements page now populates correctly across all supported field types.
• The Manage Milestone page no longer goes blank when entering inline edit mode.
• The Manage Scorecards export now respects user access, displaying only the scorecards visible to the current user.

Reports & Exports

• Filtering summary reports by "Not Defined" status now returns results as expected.
• Exporting reports with custom fields to Excel now displays the correct field values instead of field IDs.
• Scorecard exports no longer include scorecards the user does not have access to.
• Briefing Book custom headers and footers now save reliably.

Charts & Sparklines

• Sparkline cards on element detail pages now load with all content fields active and selectable when first added to a layout.
• The Gantt Chart collapse button now works correctly, allowing users to hide milestones and view only the initiative timeline.
• Series dropdown options in sparkline cards are now clearly labeled so users can identify which measure each series belongs to.

Grid & Summary Reports

• Categories and scorecard columns in grid reports can now be set to full width.
• Adding categories as a column to a summary report now works correctly — the checkmark registers and duplicate columns are no longer added.

AI & Automation

• ClearPoint AI now handles requests to create scorecards with elements more reliably.
• AI suggestions are now permission-aware — the assistant no longer recommends actions that a user does not have access to complete, and error messages are presented in friendly, readable language rather than raw codes.
• AI-created initiatives now include start and end dates to prevent errors on creation.
• Reporting periods added via AI are now scoped correctly and no longer apply across all reporting frequencies.
• The AI Knowledge Base now indexes and displays documents more reliably.
• Series data type changes requested through AI now apply the correct data type consistently.

System Setup & Navigation

• Setting a home page now works reliably from both element detail pages and reports.
• Custom field reordering on the System Setup page now works as expected.
• The notification download attachment button now works correctly.
• Navigation history and breadcrumb buttons now function reliably after first use.
• A misspelled tooltip on the Templates page has been corrected.

Scorecards & Duplicating

• Archiving scorecards is now available directly from the scorecard editing drawer and bulk edit options, in addition to the existing kebab menu.
• Duplicating a parent scorecard now includes the option to cascade the duplication to child scorecards.

Series & Calculations

• Series calculation types now behave consistently across all areas of the platform — calculated, aggregate, and reference series all validate properly before saving.

Text & Layout

• The text editor now includes a "Reset to Default Color" option, making it easy to remove custom text colors and ensure content displays correctly in both light and dark mode.
• The status legend pod now correctly displays the "Not Defined" status when selected.

Security

• This release includes security improvements identified through our ongoing penetration testing program, further strengthening the reliability and integrity of the platform.

🚀 Be among the first to experience ClearPoint Next!

ClearPoint Next is available for both individual users and full organizations. If you’re an admin and want to enable ClearPoint Next for yourself or your team, reach out to your account manager or contact us at [email protected] — we’ll get you set up!

As always, thank you for your continued feedback as we continue building the future of strategy management. Stay tuned—more updates coming soon!

Hey there,

We're excited to introduce ClearPoint Strategy version 16.5.51! This release focuses on reliability improvements across charts, custom fields, and data display — keeping your reporting accurate and your workflows smooth.

Here's what's new in this release:

📊 Chart Periods Now Retain Your Selections

When editing a chart configured to use specific periods, your previously selected periods are now preserved when you enter edit mode — no more having to reselect them before saving.

📋 Custom Field Content Now Syncs Across the Account

Updates made to custom field content in one location (such as a summary report) now reflect consistently across detail pages throughout the account, ensuring your data stays in sync everywhere it appears.

📈 Offset Series Now Display the Correct Period Values

Charts using offset series now correctly display data from the configured offset period rather than the current period's value, keeping your trend and comparison data accurate.

🔲 Data Grid Editing Experience Improved

The inline editing experience for data grid pods is cleaner and more consistent — buttons now display side by side as expected when entering edit mode.

🔒 Strengthened Chart and Report Reference Fields

Newly added chart reference fields and data grid fields on scorecard summary reports now display options correctly when editing, making it easier to assign charts and reports to layout elements.

🛡️ Security Enhancements

This release includes security improvements identified through our ongoing penetration testing program, further strengthening the reliability and integrity of the platform.

As always, we’re grateful for the feedback and partnership from our customer community. If you need assistance or want to share feedback, reach out to us at [email protected].

Thanks for using ClearPoint—and stay tuned for more improvements! 🚀