Setting default page layouts

Setting default page layouts sets a standard layout for the detail pages of newly created elements. You can set a default layout for objectives, measures, initiatives, milestones, action items, and risks. The layout will be based off of a pre-existing page in ClearPoint. If no default page layout is set, the layout will match the most recently updated or edited element of that type.

Open System Settings in the control panel and click on Admin Options.

Click on Report Options.

Click on the Default Layouts tab. Check Set Default Element Layout you would like to set up. Use the dropdown menus to select the scorecard and element detail page you would like to set as the default layout. When finished, click Save.  Any element created in the future will use the selected element’s layout.