🚀 ClearPoint Next 16.5.51 Release Highlights!

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!