How do I add a new work generation template?

A work generation template gives a user the ability to transform objects or templates into different objects or templates and can also be used to copy one object or template to several locations at once. This article describes how to add a new work generation template.

Note: A PowerSteering team member must enable the Work Generation functionality on your site before it will appear on the Admin menu.

1. Click Work Generation

Click Work Generation
  1. On the Icon Bar click the Admin button.
  2. Click Templates to expand the menu, then click Work Generation.

2. Click Add New

  • Click Add New.

3. Enter Overview Tab Information

  1. Enter work generation details on the Overview tab, using the descriptions below as a guide.
  2. Click the New Work Basics tab.

Source Type: The object type or template that is the source of the work generation template.

Target Type: The object type or template that is the target of the work generation template.

Name displayed to users: The name displayed in the Work Generation menu. Work can have more than one work generation option so make your name as descriptive as possible.

Who can generate?: Defines which users will be able to use the work generation.

  • Anyone: Any user can use the work generation.
  • Owner of source work only: Only the owner of the source work can use the work generation. Note: Owner is a replaceable term in PowerSteering. Your site may have a different term for user such as Project Manager or Project Owner.
  • Administrators only: Only administrators can use the work generation.
  • No one: No one is able to use the work generation. This is a way to retire the work generation template without deleting it.
  • Custom...: Allows you to use the Formula Builder to define which users can generate work using the template such as a specific group of people or a someone in a specific role. See the article What is the Formula Builder? for more information on how to use the Formula Builder.

When is generation ok?: Defines when permitted users are able to use the work generation.

  • When source work is completed/approved: Work can be generated once the source work is completed and/or approved.
  • Always: Work can always be generated.
  • Never: Work can never be generated. This is another way to retire the work generation template without deleting it.
  • Custom...: Allows you to use the Formula Builder to define when work can be generated. For example, maybe you are using a DMAIC process and don't allow work generation after the Measure phase is completed. See the article What is the Formula Builder? for more information on how to use the Formula Builder.

Message when generation is not ok: When work generation is not ok, the menu item is disabled. When users hover over the menu item, the text you enter in this field will be displayed.

Move source work upon success?: Defines whether the source work is automatically moved to a particular location in the Work Tree after a successful work generation.

  • Do not move: Source work will remain in its current location after a successful work generation.
  • Custom...: Allows you to use the Formula Builder to define a location in the Work Tree where source work will be automatically be moved after a successful work generation. See the article What is the Formula Builder? for more information on how to use the Formula Builder.

Archive source work upon success?: Defines whether the source work is automatically archived after a successful work generation.

4. Enter New Work Basics Information

  1. Enter new work information on the New Work Basics tab, using the descriptions below as a guide.
  2. Click the Roles tab.

Name of new work: Defines how the target work will be named.

  • Same as source work: The target work will be named the same as the source work.
  • To be provided by user: The user generating the work will be prompted to enter the name of the target work.
  • Custom...: Allows you to use the Formula Builder to define how the target work will be defined. See the article What is the Formula Builder? for more information on how to use the Formula Builder.

Owner of new work: Defines the owner of the target work.

  • User doing the generation: The user generating the work will become the owner of the target work.
  • Same as source work: The target work will have the same owner as the source work.
  • Same as location of new work: The target work's owner will be the same as the owner of its location in the Work Tree.
  • To be provided by user: The user generating the work will be prompted to identify the owner of the target work.
  • Custom...: Allows you to use the Formula Builder to define the owner of the target work. See the article What is the Formula Builder? for more information on how to use the Formula Builder.

Currency: Defines what currency the target work will use.

  • Same as source work: The target work will use the same currency as the source work.
  • Same as location of new work: The target work's currency will be the same as the currency used for its location in the Work Tree.
  • Site default: The target work will use the site default currency.

Location of new work: Defines where the target work will be located in the Work Tree.

  • To be provided by user: The user generating the work will be prompted for the location of the target work in the Work Tree.
  • Same as source work: The target work will be located in the same place as the source work.
  • Custom...: Allows you to use the Formula Builder to define where the target work will be located in the work tree. See the article What is the Formula Builder? for more information on how to use the Formula Builder.

Multiple locations allowed at once?: Defines whether the target work can exist in multiple Work Tree locations at one time.

  • No: Target work cannot exist in multiple Work Tree locations at one time.
  • Yes: Target work can exist in multiple Work Tree locations at one time.
  • Administrators only: Only administrators can generate target work to multiple Work Tree locations at one time.
  • Custom...: Allows you to use the Formula Builder to define when target work can exist in multiple Work Tree locations at one time. See the article What is the Formula Builder? for more information on how to use the Formula Builder.

Programs: For work generation where the source work is a program, defines whether the target work will automatically be added to the source program.

  • Do not automatically add to the source program: The target work will not automatically be added to the source program.
  • Automatically add to the source program: The target work will automatically be added to the source program.

Objective: Defines how the objective is handled. Note: The Objective field must be enabled by PowerSteering before it can be visible on your site.

  • Ignore: The objective will not be copied over to the target work.
  • Same as source work: The target work will have the same objective as the source work.
  • Custom: Allows you to use the Formula Builder to define how the objective will be handled. See the article What is the Formula Builder? for more information on how to use the Formula Builder.

Project Id: Defines how the Project Id is to be handled. Note: The Project Id field must be enabled by PowerSteering before it can be visible on your site.

  • Ignore: The Project Id will not be copied over to the target work.
  • Move:  The Project ID is moved from the source work to the target work.
  • Custom: Allows you to use the Formula Builder to define how the Project Id will be handled. See the article What is the Formula Builder? for more information on how to use the Formula Builder.

Notify new owners?: Defines whether owners of target work are notified when work is generated.

Notify new team members?: Defines whether team members of target work are notified when work is generated.

5. Define Role Information

  1. Define how the user(s) assigned to each role should be handled on the Roles tab, using the descriptions below as a guide.
  2. Click the Tags tab.
  • Ignore: The user(s) assigned to the role if the work was created new, either empty or the value in the template..
  • Same as source work: The user(s) assigned to the role on the source work will be copied over to the target work.
  • Same as location of new work: The user(s) assigned to the role on the target work's parent work item will be copied over to the target work. If the role does not exist on the parent work this role will be blank on the new work.
  • Custom: Allows you to use the Formula Builder to define how the user(s) assigned to the role should be handled. See the article What is the Formula Builder? for more information on how to use the Formula Builder.

Note: The roles available on this tab are the roles that exist on the target work.

6. Define Tag Information

  1. Define how each tag value should be handled on the Tags tab, using the descriptions below as a guide.
  2. Click the Tag Dependencies tab.
  • Ignore: The tag value that would occur if the work was created new, either empty or the value in the template.
  • Same as source work: The tag value on the source work will be copied over to the target work.
  • Same as location of new work: The tag value on the target work's parent work item will be copied over to the target work.
  • To be provided by user: The user generating the work will be prompted for the tag value.
  • Custom: Allows you to use the Formula Builder to define the tag value. See the article What is the Formula Builder? for more information on how to use the Formula Builder.

Note: The tags available on this tab are the tags that exist on the target work.

7. Define Tag Dependency Information

  1. Define how each tag dependency value should be handled on the Tag Dependencies tab, using the descriptions below as a guide.
  2. Click the Custom Fields tab.
  • Ignore: The tag value that would occur if the work was created new, either empty or the value in the template.
  • Same as source work: The tag value on the source work will be copied over to the target work.
  • Same as location of new work: The tag value on the target work's parent work item will be copied over to the target work.
  • To be provided by user: The user generating the work will be prompted for the tag value.
  • Custom: Allows you to use the Formula Builder to define the tag dependency value. See the article What is the Formula Builder? for more information on how to use the Formula Builder.

Note: The tag dependencies available on this tab are the tag dependencies that exist on the target work.

8. Define Custom Field Information

  1. Define how each custom field value should be handled on the Custom Fields tab, using the descriptions below as a guide.
  2. Click the Metrics tab.
  • Ignore: The custom field value that would occur if the work was created new, either empty or the value in the template.
  • Same as source work: The custom field value on the source work will be copied over to the target work.
  • Same as location of new work: The custom field value on the target work's parent work item will be copied over to the target work.
  • To be provided by user: The user generating the work will be prompted for the custom field value.
  • Custom: Allows you to use the Formula Builder to define the custom field value. See the article What is the Formula Builder? for more information on how to use the Formula Builder.

Note: The custom fields available on this tab are the custom fields that exist on the target work.

9. Define Metrics Information

  1. Define how each metric should be handled on the Metrics tab, using the descriptions below as a guide.
  2. Click the Other tab.
  • Ignore: The metric will not be copied over to the target work.
  • Populate everything: All data for the metric on the source work will be copied over to the target work.
  • Populate everything, keep metrics locked: All data for the metric on the source work will be copied over to the target work and all metric views that are locked on the source work will remain locked on the target work.
  • Advanced: For each view, ignore the metric or copy data from the metric on the source work over to a view on the target work.
  • Keep metrics locked: Select this check box to have the metric view remain locked on the target work.
  • All lines: All lines from the metric view on the source work will be copied over to the target work.
  • Specific lines: Select the check box next to specific metric view line items from the source work to copy over to the target work.

Note: For work templates, the metrics available on this tab are the metrics attached to both the source and the target work template's root work. For basic work types, the metrics available on this tab are the metrics that are auto-associated with both the source and target works.

10. Define Other Information

  1. Define how each item should be handled on the Other tab, using the descriptions below as a guide.
  2. Click Save.

Documents: Defines what should happen to documents that exist on the source work.

  • Ignore: Nothing happens to the documents that exist on the source work.
  • Reference: Documents remain on the source work and a reference link is added to the target work.
  • Move: Documents are moved from the source work to the target work.
  • Copy: Documents remain on the source work and copies are added to the target work.

Include top-level documents: Determines whether documents associated with the root work of the source work should be referenced or not.

Include lower-level documents: Determines whether documents associated with all non-root work of the source work should be referenced or not. Note: When converting gated work to basic, non-gated work, empty document placeholders and any other non-document work deliverables on the source work will not be transferred to the target work.

Status Reports: Defines what should happen to status reports from the source work.

  • Ignore: Nothing happens to the status reports that exist on the source work.
  • Move: Status reports are moved from the source work to the target work.

Measures: Defines what should happen to measures on the source work.

  • Ignore: Nothing happens to the measures that are attached to the source work.
  • Move: Measures are moved from the source work to the target work.
  • Copy: Measures remain on the source work and copies are added to the target work.

Issues & Discussions: Defines what should happen to issues and discussions on the source work.

  • Ignore: Nothing happens to the issues and discussions that exist on the source work.
  • Move: Issues and discussions are moved from the source work to the target work.

Risks: Defines what should happen to risks on the source work.

  • Ignore: Nothing happens to the risks that exist on the source work.
  • Move: Risks are moved from the source work to the target work.
  • Copy:  Risks remain on the source work and copies are added to the target work.

Include open: Select this check box to move or copy risks that are open.

Include closed: Select this check box to move or copy risks that have been closed.

Action Items: Defines what should happen to action items on the source work.

  • Ignore: Nothing happens to the action items that exist on the source work.
  • Move: Action Items are moved from the source work to the target work.
  • Copy: Action Items remain on the source work and copies are added to the target work.

Include open: Select this check box to move or copy action items that are open.

Include closed: Select this check box to move or copy action items that have been closed.

Issue, risk and action item owners: Determines the ownership of issues, risks, and actions items that are brought over from the source work.

  • Do not change: Issues, risks, and action items brought over to the new work will have the same owner as they did on the source work.
  • Set to owner of new work: Issues, risks, and action items brought over to the new work will have the same owner as the target work.

References: Defines what should happen to references on the source work.

  • Ignore: Nothing happens to the references that exist on the source work.
  • Copy: References remain on the source work and copies are added to the target work.

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