How do I view an organization?
Once created, an organization exists in the Work Tree. See the article How do I view an item in the Work Tree? for information about viewing an organization.
PowerSteering
Topics
- PowerSteering System Requirements 1
- Working with Commonly Used Features 5
- Getting Started with PowerSteering 6
- Understanding the User Interface 5
- Using the Search Feature 5
- Using Help 7
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Working with My Settings
11
- How do I edit my user profile?
- How do I add a picture to my user profile?
- How do I edit my preferences?
- How do I update my default location in the Work Tree?
- How do I edit my profile permissions?
- How do you navigate the Alert Subscriptions page?
- How do I edit my alert subscriptions?
- How do I view other users that are subscribed to a work item?
- How do I edit my personal rates?
- How do I edit my history?
- How do I edit my favorites?
- Managing User Profiles 1
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Working with My Agenda
12
- How do I access my Agenda?
- How do I navigate the Action Items tab in my Agenda?
- How do I update an action item in my Agenda?
- How do I view an action item in my Agenda?
- How do I navigate the Issues tab in my Agenda?
- How do I view an issue in my Agenda?
- How do I navigate the Risks tab in my Agenda?
- How do I view a risk in my Agenda?
- How do I navigate the Ideas tab in my Agenda?
- How do I view an idea in my Agenda?
- How do I navigate the Projects tab in my Agenda?
- How do I update a project in my Agenda?
- Using Workload 3
- Working with Timesheets 8
- Working with Users 10
- Navigating the Home Page 3
- Using Quick Links 1
- Using My Inbox 4
- Creating a Project 5
- Working with Ideas 7
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Using the Report Wizard
27
- How do I access the Report Wizard?
- How do I create a Report Wizard report?
- What do Run and Save do?
- What do the different tabs mean in the Report Wizard?
- What does the Report Wizard Type tab do?
- What does the Report Wizard Definition tab do?
- What are the Report Wizard Period options?
- How do I include or exclude archived work in a report?
- How do I add multiple exchange rates to a report?
- How do I include phase columns in a report?
- What does the Report Wizard Columns tab do?
- How do I add an arithmetic calculation to a report?
- How do I add a currency conversion to a report?
- How do I add a Gantt chart to a report?
- How do I add a metric value to a report?
- How do I add row numbers to a report?
- What does the Report Wizard Filter tab do?
- What does the Report Wizard Group/Sort tab do?
- What does the Report Wizard Summary tab do?
- What does the Report Wizard Layout tab do?
- What does the Report Wizard Chart tab do?
- What does the Report Wizard Details & Schedule tab do?
- How do I use an alternative calendar to schedule reports?
- How do I preview a report?
- How do I create a sub-report?
- What are the timesheet report options?
- What are the metric report options?
- Using Associated Excel Templates 3
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Working with Data Extracts
12
- How do I access the Data Extract?
- How do I create a data extract job?
- What do the different tabs mean in the Data Extract?
- What does the Data Extract Type tab do?
- What does the Data Extract Definition tab do?
- How do I include or exclude archived work in a data extract job?
- What does the Data Extract Columns tab do?
- What does the Data Extract Filter tab do?
- What does the Data Extract Layout tab do?
- What does the Data Extract Details & Schedule tab do?
- How do I view my data extract jobs?
- How do I create a data extract job using a Custom Report template?
- Working with Organizations 3
- Creating New Work 1
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Viewing Dashboards
17
- What is a Dashboard?
- How do I access the Dashboard?
- How do I remove columns from my Dashboard?
- What are my Dashboard Options?
- How do I view multiple exchange rates in a Dashboard?
- How do I export data from a Dashboard?
- How do I add to a portfolio in the Dashboard?
- How do I copy a portfolio in the Dashboard?
- What does the Programs menu do in the Dashboard?
- What does the Charts menu do in the Dashboard?
- How do I sort by a column in a Dashboard?
- How do I group items on a Dashboard?
- How do I filter information in a Dashboard?
- How do I make in-line edits in the Dashboard?
- How do I summarize a column in the Dashboard?
- How do I include or exclude information from Dashboard summaries?
- How do I create a target for a Dashboard column?
- Using Dashboard Portfolio Planning 6
- Working with the Visual Portal 7
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Using the Resource Review
13
- What is the Resource Review?
- How do I access the Resource Review?
- How do I view resource availability?
- How do I see which projects need resources?
- How do I save a Resource Review layout?
- How do I delete a Resource Review layout?
- How do I filter the allocation section?
- How do I filter the unstaffed demand section?
- How do I change the Resource Review display?
- How do I assign a person to a project?
- How do I assign resources in bulk?
- How do I update effort for an item?
- How do I export data from the Resource Review?
- Working with the Executive Review 4
- Using the Financial Review 6
- Working with Portfolios 9
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Working with Reports
21
- How do I navigate reports?
- How do I create a new report subfolder?
- How do I rename a report subfolder?
- How do I delete a report subfolder?
- How do I create an advanced report?
- How do I delete a report?
- How do I run and view a report?
- How do I copy a report?
- How do I edit the details and schedule of a report?
- How do I edit filters of a report?
- How do I edit a report using the Report Wizard?
- How do I add a Public Report to My Reports?
- How do I navigate the Manage Reports page?
- How do I search for a report?
- How do I remove a schedule from a report?
- How do I view report assets?
- How do I filter report assets?
- How do I upload a new report asset?
- How do I update a report asset?
- How do I download a report asset to my computer?
- How do I delete a report asset?
- Working with Groups 9
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Working with Resource Pools
9
- What is a resource pool?
- How do I access resource pools?
- How do I create a resource pool?
- How do I view a resource pool?
- How do I edit a resource pool?
- How do I delete a resource pool?
- How do I remove a user from a resource pool?
- How do I reassign a user in a resource pool?
- How do I know what resource pools I belong to?
- Using the Certification Page 2
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Managing Time
12
- How do I enable / disable time entry for work?
- How do I restrict time entry to only assigned persons?
- How do I navigate a manage time page?
- How do I filter data on a time page?
- How do I view time waiting to be approved?
- How do I approve time?
- How do I reject time?
- How do I view time that has not been submitted for approval?
- How do I view time I rejected?
- How do I view time I approved?
- How do I email users about a timesheet?
- How do I use the Monthly Report tab?
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Working with Costs
15
- How does project accounting work?
- What is the rate lookup algorithm?
- How do I set a budget?
- How do I view my costs as a percentage of my budget?
- How do I add estimated costs?
- How do I update estimated costs?
- How do I delete an estimated cost?
- How do I change the display on the estimated costs page?
- How do I filter data on the estimated costs page?
- How do I add actual costs?
- How do I update actual costs?
- How do I change the display on the actual costs page?
- How do I filter data on the actual costs page?
- How do I compare my estimated costs against my actual costs?
- How do I change the display on the Compare page?
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Managing Rate Tables
11
- How do I add a new rate table?
- How do I view a rate table?
- How do I edit a rate table?
- How do I copy a rate table?
- How do I set a default rate table?
- How do I delete a rate table?
- How do I filter data in a rate table?
- How do I add a new rate to a rate table?
- How do I edit a current rate?
- How do I edit a future rate?
- How do I view the history of a rate?
- Managing Personal Rates 6
- Managing Rate Codes 6
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Importing and Exporting Data
14
- How do I format a metric import file?
- How do I import metric data?
- How do I format a user import file?
- How do I import user data?
- How do I format a tag import file?
- How do I import tag data?
- How do I format a timesheet import file?
- How do I import timesheet data?
- How do I view timesheet history?
- How do I export timesheet data?
- How do I delete timesheet data?
- How do I format a cost import file?
- How do I import cost data?
- How do I view cost history?
- Using the Metric Bulk Actions 3
- Managing the Work Tree 7
- Using the Summary Page 3
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Working with Gated Projects
9
- How do I request a gate approval?
- How do I address a gate approval request from my Inbox?
- How do I address a gate approval request on the Summary page?
- How do I advance a gate?
- How do I skip a gate?
- How do I reactivate a gate?
- How do I add a document to a gate?
- How do I view gate information on the Summary page?
- How do I view gate approval history?
- Working with Deliverables 3
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Using Programs and the Program Console
19
- What is Program Management?
- How do I create a program?
- What is the Program Console?
- How do I access the Program Console?
- How do I add work to a program in the Program Console?
- How do I remove work from a program in the Program Console?
- How do you change program membership from the Summary page?
- How do I create a sub program?
- How do I remove columns from my Program Console layout?
- What are my Program Console Options?
- What does the Programs menu do in the Program Console?
- How do I export data from the Program Console?
- How do I sort by a column in the Program Console?
- How do I group items in the Program Console?
- How do I filter information in the Program Console?
- How do I summarize a column in the Program Console?
- How do I create a target for a Program Console column?
- How do I view work that is part of a program?
- How do I create a portfolio of projects that belong to a program?
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Using Project Central
46
- How do I access Project Central?
- How do I save a Project Central layout?
- How do I overwrite an existing Project Central layout?
- How do I delete a Project Central layout?
- What are my Project Central display options?
- How do you use the Team Panel?
- How do you assign resources in the Team Panel?
- How to I exclude/include effort from Team Panel totals?
- What are the Project Central column options?
- How do I add / remove columns?
- What are my filter options?
- How do I filter my display?
- How do I view the top and master project information in Project Central?
- How do I run the scheduler?
- How do I modify the date range display?
- How do I print from Project Central?
- How do you expand / collapse the project display?
- How do I set the Project Central display options to "remember" my selections?
- How do I use the bulk edit feature for a single project?
- How do I use the bulk edit feature for multiple projects?
- How do I use the bulk edit feature to change the owner of multiple projects?
- How do I use the bulk edit feature to re-assign project roles?
- How do I add new items in Project Central?
- How do I copy / paste items in Project Central?
- How do I use Indent / Outdent to move items in Project Central?
- How do I capture a baseline in Project Central?
- How do I delete a task from my project?
- How do I see more information about a task?
- How do I set dependencies in my project schedule?
- How does the Finish No Earlier Than (FNET) constraint affect my project schedule?
- What are the available constraint types?
- How does the As Soon As Possible (ASAP) constraint affect my project schedule?
- How does the As Late As Possible (ALAP) constraint affect my project schedule?
- How does the Enforced Sequential Gates (ESG) constraint affect a gated project schedule?
- How does the Fixed Dates (FD) constraint affect my project schedule?
- How does the Finish No Later Than (FNLT) constraint affect my project schedule?
- How does the Must Start On (MSO) constraint affect my project schedule?
- How does the Must Finish On (MFO) constraint affect my project schedule?
- How does the Start No Earlier Than (SNET) constraint affect my project schedule?
- How does the Start No Later Than (SNLT) constraint affect my project schedule?
- What are the Scheduling Options for Scheduling Conflicts?
- How do I assign a resource in Project Central?
- How do I assign two or more resources to a task?
- How do I hide or display multiple resource assignments?
- How are duration, effort, and % allocation calculated?
- How do I use the bulk edit feature to change the calculated field?
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Working with Documents
13
- How do I view documents?
- How do I add a new document?
- How do I download a document from PowerSteering?
- How do I update an existing document?
- How do I preview an image?
- How do I request approval of a document?
- How do I approve a document?
- How do I reject a document?
- How do I view document details?
- How do I edit document details?
- How do I lock a document?
- How do I copy or move a document to another location?
- How do I delete a document?
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Using Discussions
9
- How do I view discussions?
- How do I create a new discussion?
- How do I view a discussion in my Inbox?
- How do I edit a discussion?
- How do I escalate a discussion into an issue?
- How do I move a discussion to another location?
- How do I sort my discussions by date?
- How do I filter my discussions by author?
- How do I delete a discussion?
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Working with Issues
11
- How do I create a new issue?
- How do I view issues?
- How do I view an issue in my Inbox?
- How do I view an open issue from the Summary page?
- How do I update existing issues?
- How do I edit an issue?
- How do I add an action item to an issue?
- How do I close an issue?
- How do I de-escalate an issue to a discussion?
- How do I move an issue to another location?
- How do I delete an issue?
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Working with Issues in v17.3
16
- How do I create a new issue in v 17.3?
- How do I view issues in v17.3?
- How do I add / remove columns on the Issues page in v17.3?
- How do I filter information on the Issues page in v17.3?
- How do I view an open issue from the Summary page?
- How do I view an issue in my Inbox?
- How do I edit an issue in v17.3?
- How do I add a document to an issue in v17.3?
- How do I add an action item to an issue in v17.3?
- How do I add a discussion an issue in v17.3?
- How do I close an issue in v17.3?
- How do I re-open an issue in v17.3?
- How do I de-escalate an issue to a discussion in v17.3?
- How do I move an issue to another location in v17.3?
- How do I delete an issue in v17.3?
- How do I export data from the Issues page in v17.3?
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Working with Action Items
8
- How do I view action items?
- How do I create a new action item?
- How do I view an action item in my Inbox?
- How do I search for an action item?
- How do I update existing action items?
- How do I edit details of an action item?
- How to I copy or move an action item to another location?
- How do I delete an action item?
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Working with Risks
10
- How do I create a new risk?
- How do I view an open risk from the Summary page?
- How do I search for a risk?
- How do I update existing risks?
- How do I edit details of a risk?
- How do I add a document to a risk?
- How do I add an issue to a risk?
- How do I close a risk?
- How do I move a risk to another location?
- How do I delete a risk?
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Working with Metrics
13
- How do I navigate a metric?
- How do I attach a metric to a project?
- How do I enter data into a numeric metric?
- How do I enter data into a scorecard metric?
- How do I enter data for a metric with tag beneficiaries?
- How do I copy data from one tab to another?
- How do I display metric versions?
- What does Ready for Rollup mean?
- What does Metric Lock mean?
- How do I change a metric view?
- How do I add / remove lines from the metric display?
- How do I add comments to a metric?
- How do I remove a metric from a project?
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Using Measures
20
- How do I add a new measure template?
- What are some Formula Builder examples for measures?
- What is a variance indicator?
- What is a goal indicator?
- How do I edit a measure template?
- How do I copy a measure template?
- How do I delete a measure template?
- How do I switch a measure template between online and offline?
- How do I mass attach measures templates to work within a portfolio?
- How do I mass evaluate measures within a portfolio?
- How do I attach a new measure to my project?
- How do I view measures on the Summary page?
- How do I view a measure chart?
- How do I recalculate a formula measure?
- How do I manually enter values for a measure?
- How do I edit a value for a measure?
- How do I delete measure values?
- How do I view properties of a measure?
- How do I show/hide a measure on the Summary page?
- How do I remove a measure from a project?
- Using References 3
- Using Related Work 1
- Using Work Generation 4
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Working with Status Reports
9
- How do I view a status report?
- How do I view a status report on the Summary page?
- How do I create a new status report?
- How do I view status report history?
- How do I change the view on the Status Reports page?
- How do I view status reports due in my Inbox?
- How do I edit a status report?
- How do I change the frequency of a status report?
- How do I use an alternative calendar for status reports?
- Using Workflow Manager 7
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Managing Work
21
- How do I change the status of gated work?
- How do I change the status of non-gated work?
- How do I view a work's history?
- How do I subscribe to alert subscriptions for work?
- How do I capture a baseline for my entire project?
- How do I edit permissions?
- How do I assign approval roles?
- How do I nominate a best practice?
- How do I approve or reject a best practice nomination?
- How do I change ownership of descendants?
- How do I change the status of a descendant?
- How do I change the way PowerSteering calculates the percent complete for a project?
- How does the manual percent complete method work?
- How does PowerSteering calculate automatic percent complete methods?
- How does the associated gated process percent complete method work?
- How do I edit the tags of descendants?
- How do I reorder descendants?
- How do I copy or move work?
- How do I cancel work?
- How do I archive or unarchive work?
- How do I delete work?
- Using Favorites 5
- Using My History 5
- Using Important Links 1
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Working with Microsoft Project
9
- What do I need to know about using MS Project with PowerSteering?
- How do I export a gated PowerSteering project to MS Project?
- How do I import an MS Project file into PowerSteering?
- How do I import resources and roles from MS Project to PowerSteering?
- How do I import roles from MS Project to PowerSteering?
- How do I update a resource assignment for MS Project?
- How do I update an existing PowerSteering project from MS Project?
- How do I update progress on a task within MS Project?
- How do I view PowerSteering custom fields in MS Project?
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
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