PowerSteering
Topics
- PowerSteering Security Parameters 1
- Using Sub-Administration 2
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Working with Work Templates
8
- How do I access work templates?
- How do I create a non-gated work template?
- How do I create a gated work template?
- How do I copy a work template?
- How do I create approved users for roles on templates?
- How do I navigate to a work template?
- How do I delete a work template?
- How do I remove resource assignments from a work template (Spring 2015 Service Pack 2 Release Fix)?
- Working with Work Generation Templates 4
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Working with Metric Templates
17
- How do I view metric templates?
- How do I create a new metric template?
- What does the Basic Info tab do?
- What does the Display tab do?
- What does the View tab do?
- What does the Line Items tab do?
- What does the Static/Constraint Values tab do?
- What does the Computation tab do?
- What does the Finish Tab do?
- How do I edit a metric template settings?
- How do I edit metric template line items?
- How do I edit metric template line item formulas?
- How do I edit metric template team members?
- How do I delegate the owner of a metric template?
- How do I view metric template history?
- How do I create a scorecard metric template?
- How do I recalculate a metric template?
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Working with PowerPoint Templates
7
- How do I access PowerPoint templates?
- How do I create a new single-slide PowerPoint template?
- How do I create a custom PowerPoint template?
- What data tokens can be used when creating a custom PowerPoint Slide?
- How do I create a multi-page PowerPoint template using a custom template?
- How do I edit an existing PowerPoint template?
- How do I delete a PowerPoint template?
- Working with Timesheet Loader Templates 4
- Working with Cost Loader Templates 4
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Managing Layouts
11
- How do I add a new Dashboard layout?
- What are the Dashboard column options?
- How do I edit a Dashboard layout?
- How do I copy a Dashboard layout?
- How do I delete a Dashboard layout?
- How do I add a new Executive Review layout?
- How do I edit an Executive Review layout?
- How do I delete an Executive Review layout?
- How do I add a new Financial Review layout?
- How do I edit a Financial Review layout?
- How do I delete a Financial Review layout?
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Working with Permissions
21
- What are permission targets?
- What are permission categories?
- How do I add a permission category?
- What are roles and core sets?
- What is the Everybody role?
- How do I create a role?
- How do I edit a role?
- How do I delete a role?
- What is a custom set?
- How do I create a custom set?
- How do I delete a custom set?
- What are the Project Task permissions?
- What are the User permissions?
- What are the Group permissions?
- What are the Metric Templates permissions?
- What are the Context permissions?
- What are the Manage Time permissions?
- How do I view members of the admin group?
- How do I add members to the admin group?
- How do I email members of the admin group?
- How do I delete members of the admin group?
- Managing Localization 2
- Configuring Alert Subscriptions 2
- Working with Alternative Calendars 2
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Working with Agents
18
- What agents are available in PowerSteering?
- How do I activate/deactivate an agent?
- How do I manually run an agent?
- How do I view details of an agent task?
- How do I view log entries for an agent task?
- How do I edit an agent task?
- How does the Agent Log Cleaner Agent work?
- How does the Completed Work Archival Agent work?
- How does the Delete Old Users Agent work?
- How does the Disable Old Users Agent work?
- How does the Due Date Reminder Agent work?
- How do I add a task to the Post Project Reminder Agent?
- How do I delete a task from the Post Project Reminder Agent?
- How does the Question Reminder Agent work?
- How does the Signup Reminder Agent work?
- How does the Work Status Change Agent Task work?
- How does the Project % Complete Agent Task work?
- How does the Status Report Agent work?
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Using Branding
6
- How do I change my company logos in PowerSteering?
- How do I change the color of the email header?
- How do I change the color scheme of PowerSteering?
- How do I edit custom messages?
- How do I add a new PowerPoint template in PowerPoint Branding?
- How do I delete a PowerPoint template in PowerPoint Branding?
- Configuring Charts 8
- Managing Conditions 4
- Working with Custom Fields 4
- Configuring Data Extracts 7
- Configuring Exchange Rates 5
- Using Field Management 6
- Configuring the Help Menu 4
- Managing Help Desk Requests 3
- Configuring the Home Page 4
- Working with Idea Hoppers 4
- Configuring Important Links 4
- Configuring Mass Change % Complete Method 1
- Working with Object Types 5
- Configuring Phase Advance 1
- Configuring Processes 4
- Configuring Resource Calendars 6
- Configuring Resource Planning 5
- Configuring Risks 1
- Configuring Search Synonyms 1
- Configuring Status Report Templates 4
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Working with Tags
20
- How do I access tags?
- How do I add a new tag?
- How do I add or update tag values?
- How do I create a hierarchical tag?
- How do I create a tag with colored values?
- How do I delete tag values?
- How do I view details and values for a tag?
- How do I edit tag details?
- How do I delete a tag?
- What is a tag dependency?
- How do I add a new tag dependency?
- How do I edit top level tag values for an existing tag dependency?
- How do I edit tag levels and values for an existing tag dependency?
- How do I edit tag dependency details?
- How do I delete a tag dependency?
- What is a tag group?
- How do I add a new tag group?
- How do I edit the grouping for a tag group?
- How do I edit tag group details?
- How do I delete a tag group?
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Configuring User Creation Options
4
- How do I make tags and custom fields required when inviting or importing a new user?
- How do I make a group required when inviting or importing a new user?
- How do I make the default work tree location required when inviting or importing a new user?
- How do I display the default work tree location field when inviting a new user?
- Configuring Work Template Visibility 1
- Using Logs 1
- Using Announcements 4
- Configuring Related Work 4
- Using Workflow Manager 4
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Managing User Interface Configuration
0
- Hot-Deploying Custom Reports 1
Other Resources
PowerSteering User Guides
- End User Guide
- Administrator Guide
- Video Library
- Upland Community User Guide
PowerSteering v18 Release
- PowerSteering v18 Release Notes
PowerSteering v17 Release
- PowerSteering v17 Release Notes
- Service Pack 1 v17.1 Release Notes
- Service Pack 2 v17.2 Release Notes
- Service Pack 3 v17.3 Release Notes
- Service Pack 4 v17.4 Release Notes
PowerSteering v16 Release
- PowerSteering v16 Release Notes
- Controlled Release v16 CR1 Release Notes
- Service Pack 1 v16.1 Release Notes
- Service Pack 2 v16.2 Release Notes
- Controlled Release v16.2 CR1 Release Notes
PowerSteering v15 Release
- PowerSteering v15 Release Notes
- Service Pack 1 v15.1 Release Notes
- Service Pack 2 v15.2 Release Notes
PowerSteering Fall 2015 (v14) Release
- PowerSteering Fall 2015 (v14) Release Notes
- PowerSteering Fall 2015 (v14) What's New?
PowerSteering Spring 2015 (v13) Release
- PowerSteering Spring 2015 (v13) Release Notes
- PowerSteering Spring 2015 (v13) What's New?
PowerSteering Winter 2015 (v12) Release
- PowerSteering Winter 2015 (v12) Release Notes
- PowerSteering Winter 2015 (v12) What's New?
PowerSteering Spring 2014 (v11) Release
- PowerSteering Spring 2014 (v11) Release Notes
- PowerSteering Spring 2014 (v11) What's New?
PowerSteering v10
- PowerSteering v10 Release Notes
- PowerSteering v10 What's New?
PowerSteering Advanced Report Designer Guide
- PowerSteering Advanced Report Information
PowerSteering API Guide
- PowerSteering API Guide