🚀 ClearPoint Next 5 Release Highlights!

Hey there,

We’re excited to announce ClearPoint Next version 5! This release delivers a smoother user experience with improvements across Gantt charts, Briefing Book exports, edit interactions, and foundational admin tools. We’ve also introduced a beta preview of the new System Setup, with more to come soon.

Here’s what’s new:

✨ Newly Available in CP Next

🛠️ System Setup (Beta Preview)

We’re introducing a new centralized hub for admins to manage account settings in CP Next. While only the overview pages are available to preview in this release, full configuration functionality is on the way!

These pages are available for preview:

• Account Settings
  Manage organization details, user roles, and account preferences.
• Customizations
  Personalize fields, labels, and visual elements to match your organization’s needs.
• Integration
  Set up and manage connections with external systems and data sources.
• Reports
  Configure report templates, sharing settings, and automated report generation.
• Security
  Control authentication, access permissions, and security protocols.

📊 Advanced Project Management: More Tools Unlocked

Several enhancements have been made to improve the Gantt Chart experience and streamline project management:

• Resource Planning
  Assign users to Milestones with % allocations. Track effort over time and ensure proper capacity planning.
• Resource Planning Report
  View a table of resource allocations across users and milestones with monthly and FTE breakdowns.
• Percent Complete Rollups
  Smarter rollup logic automatically calculates % complete at the Initiative level without relying on calculated fields.
• Critical Path View
  Highlight tasks that form the critical path in your Gantt charts for clearer schedule impact analysis.

Note: These features require Advanced Project Management to be enabled in your account’s feature configuration. Reach out to your account manager for more information.

🔧 Enhancements and Fixes Across the Platform

📄 Briefing Books & Reports

• Briefing Book exports now generate correctly without blank pages.
• Scorecards tab in Briefing Book setup correctly reflects selected content and layout selections.
• Report editing language is now consistent—"Customize Layout" is used across pages for clarity.

🗂️ Gantt Charts

• Baseline and Constraint columns are no longer dependent on toggle options to appear.
• “Show Baselines” no longer triggers unnecessary errors if data is missing.
• Drag-and-drop of task bars is now supported, along with double-click inline editing.
• Owner columns and task status indicators display as expected.
• Gantt chart option selections now persist on refresh.

⚙️ Scorecards, Layouts, and Navigation

• Scorecard duplication works as expected, and default homepage behavior has been stabilized.
• Scorecard statuses are now visible, with plans for future customization.
• Duplicate view names are now prevented on Manage Pages.
• Custom element names (e.g., Risks) now display correctly in navigation and views.

✏️ Editing & Drawer Behavior

• Edit drawers now load the correct context—even when switching between elements or modules.
• Linking drawers properly default to the current scorecard (even if no categories are set).
• Constraints and auto-scheduling behavior now match Classic logic more closely.

💬 AI & SSO

• SSO logins now work correctly when redirected to CP Next.
• Editing or creating elements via the AI assistant no longer shows technical IDs unnecessarily.
• AI no longer navigates to a design screen when attempting to create new elements.

🚀 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 CP 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!