🎉 ClearPoint Next 16.5.62 Release Highlights!

Hey there,

We're excited to announce ClearPoint version 16.6.62! This release brings faster copy-forward updating, bulk scorecard archiving, and period-aware attachments, along with a strong round of reliability improvements across exports, charts, layouts, and permissions.

Here's what's new:

✨ What’s New in ClearPoint Next

📝 Copy Forward from inline editing You can now copy forward prior analysis and recommendations directly from inline editing on a detail page and from workflow task updates — no need to open the edit drawer first.

🗂️ Bulk scorecard archiving Archive scorecards in bulk right inside ClearPoint Next, making large cleanup and reorganization projects much faster to manage.

📎 Period-aware attachments Attachments now stay with the reporting period they were added to, with a new “Show in All Periods” option for files that should appear everywhere.

🔧 Enhancements and Fixes Across the Platform

📄 More dependable exports PDF and Excel exports now generate consistently — including scorecard reports, multi-scorecard PDFs, measure reports, and Briefing Books that render charts in full.

🔄 Steadier import and export round trips Bulk uploads now preserve initiative completed dates, Measures of Success come through complete, and Manage Page exports finish as expected.

📊 Better chart control Gantt date edits now save exactly the dates you select and only for the item you edit, secondary Y-axis minimum and maximum values can be set directly, and custom JSON data labels render consistently.

🎨 Steadier layouts and reusable cards Changing image fit keeps your uploaded image, sparkline card settings save on confirm, and editing several date fields at once now saves reliably with accurate confirmation.

🗓️ Clearer period locking When a reporting period is locked, updates are now clearly prevented up front instead of appearing to save.

✏️ Smoother field editing Custom element fields save correctly from the edit drawer, picklists display readable labels, and dropdowns stay anchored while you move a popup.

📋 Kanban and summary report polish Kanban view on Manage Objectives and Manage Measures now includes a board picker and the option to add a board, and full-width column toggles on summary reports have proper spacing.

🔐 More dependable permissions Per-scorecard access settings now stay exactly as configured when a user’s account type changes, and groups can be deleted as expected.

🔔 Notification cleanup Notifications can now be deleted without running into an error.

🏛️ Classic Application Maintenance

The following fix is included for ClearPoint Classic users:

🧭 My Workspace opens as expected Opening My Workspace from the Control Panel now loads reliably instead of interrupting the page.

🚀 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 it for yourself or your team, reach out to your account manager or contact us at [email protected] — we’ll get you set up!

Thank you for your continued feedback as we build the future of strategy management. More updates coming soon!