New Features

Below is a summary of the features included in the PowerSteering v16 release. For a short video tutorial of each feature, see the What's New v16 Client Webinar.

1. Community Link on Login Page

Description: A link for the Upland Community has been added to the PowerSteering login page.

Benefit: The Upland Community for PowerSteering is now easily accessible from the PowerSteering login page.

Use Case: While signing into PowerSteering, Charlene remembers that she wants to visit the Upland Community to watch a webinar covering the new features released in v16. She can click on the Visit Support Community button and quickly be directed to the Upland Community where she can sign in and view the video.

2. Metric Lock Option for Work Generation

Description: Metric lock options have been added to the Metric tab of Work Generation templates.

Benefit: Users now have the ability to keep metric views locked post work generation. To populate all metric values and keep all locked views in a metric locked post work generation, select the new drop-down menu item, Populate everything, keep metrics locked. In order to designate particular metric views that should remain locked post work generation, select Advanced... from the drop-down menu, then select the new Keep metrics locked check box next to each view you want to keep locked.

Use Case: Carl has a project that has been approved as a Best Practices project. He is going to use Work Generation to replicate the project to multiple other places in the Work Tree, and would like to keep the entries on the Project Plan tab of the Financials metric locked for the newly created projects. He can select Advanced... for the Financials metric and select the Keep metrics locked check box under the Project Plan view in order to keep the view locked on all projects resulting from the work generation.

3. Search by PowerSteering ID

Description: PowerSteering ID is a searchable field.

Benefit: Users now have the ability to search for projects using the PowerSteering ID.

Use Case: Sam has a Microsoft Project file exported from PowerSteering which contains the project's PowerSteering ID. He can log into PowerSteering and quickly locate the project in the export file by entering the PowerSteering ID into the quick search.

4. Previous Phase Column in Report Wizard

Description: Previous Phase has been added as a Report Wizard column option.

Benefit: For gated projects, the Report Wizard can be used to create a report that displays the previous phase of the project. For projects with canceled and completed statuses, the previous phase reports the active gate prior to the status change. For active projects, the previous phase reports the last completed gate.

Use Case: Lynn is a Project Manager and has several gated projects that have been canceled. She wants to know at what point in the project lifecycle those projects were canceled. Using the new Previous Phase column option in the Report Wizard, this information is easily generated.

Note: The Previous Phase column will only be populated for gated projects that are canceled or completed after the v16 release or for projects that have had gates advance after the v16 release. It will appear blank for gated projects that were canceled or completed prior to the v16 release or for projects that existed prior to the v16 release, but have not had any gates advance post release.

5. Proxy User and Master User Columns in Report Wizard

Description: Master User and Proxy User have been added as Report Wizard column options.

Benefit: The Report Wizard can be used to create a report that lists Master Users and Proxy Users for each PowerSteering user.

Use Case: An employee is switching departments within her company. Her manager wants a list of the users in PowerSteering that she was a Proxy User for in order to ensure the same assignments exist for the new hire taking her place. Using the new Proxy User column option in the Report Wizard, this information is easily generated.

Note: Proxy User and Master User are both replaceable terms in PowerSteering. Your organization may use a different label to represent Proxy Users and Master Users on your site.

6. Work Template  and Root Work Object Columns in Report Wizard

Description: Work Template and Root work object have been added as Report Wizard column options.

Benefit: The Report Wizard can be used to create a report that lists the Work Template and Root Work Object for all work in PowerSteering.

Use Case: Curtis is a Project Manager and wants to know which templates his projects originated from. Using the new Work Template column option in the Report Wizard, this information is easily generated.

7. Program Column in Report Wizard

Description: Program has been added as a Report Wizard column option.

Benefit: The Report Wizard can be used to create a report that lists the name of the program that work belongs to.

Use Case: While reviewing financials for his organization, Rob notices that one project is performing rather poorly. He would like to know what program(s) the project is part of, so he can view the financials of each program and determine the impact the project has on each program. Using the new Program column option in the Report Wizard, this information is easily generated.

8. Share Resource Review Layouts

Share Resource Review Layouts

Description: Resource Review layouts can now be shared.

Benefit: Resource managers can create and share layouts with all other Resource Review users.

Use Case: Shelly is a Resource Manager, and has created a layout that she wants to share with others in her department. She can select the Display for all users check box while saving the layout, and all other Resource Review users will be able to view her layout.

9. Resource Review Date Format Options

Description: A Date Format drop-down menu has been added to the Resource Review Display options.

Benefit: Resource Review users can change how dates in the Resource Review are formatted.

Use Case: Kristin is using a shared Resource Review layout that has dates formatted as mm/dd. She likes the layout, but wants to view dates as mm/dd/yyyy. She can navigate to the Display menu and select a new option from the Date Format drop-drop down menu, and then save the layout as her own.

10. Fiscal Year View in Administrator Logs

Description: Fiscal year changes can now be viewed in the Administrator Logs.

Benefit: Prior to this release, only resource calendar additions and updates were captured in the 'Configuration - Resource Calendar' Administrator logs. Now, changes to the Fiscal year Options are captured under the 'Configuration - Resource Calendar - Fiscal Year' view.

Use Case: John is questioning when the fiscal year format was changed from YYYY to YY/YY on his site. An Administrator can navigate to the 'Configuration - Resource Calendar - Fiscal Year' view in Administrator Logs and see which user made the change and when the change was made.

11. Copy Non-Gated Projects

Description: Non-gated projects can be copied.

Benefit: The ability to copy projects is no longer limited to gated projects.

Use Case: Amanda has created a basic project in one location in the Work Tree, but she wants the project to reside in a different Work Tree location as well. She now has the ability to copy the basic project to the desired location.

Note: When a basic project is copied to another location, the team members, tags, custom fields, descendants, and documents are copied to the new project. Status reports, discussions, issues, risks, action items, metrics, costs, and history are not copied to the new project. Additionally, project ownership is initially assigned to the copy creator and permissions are initially copied from the original. If permissions are inherited and you assign the copied project a new parent, access to the project may change accordingly.

12. Copy Work Templates

Description: Work templates can be copied.

Benefit: Work templates can now be copied and revised rather than having to create a new template.

Use Case: Dan wants to create a new work template that is very similar to an already existing work template. Rather than starting over by adding a new template, he can copy the existing work template and make the necessary changes to it in order to create his new template.

13. Settings to Control Duplicate Names

Description: The following options have been added to the Object Type page to determine what action will be taken when a work item is created with a duplicate name:

  • Ignore Duplicate Names: The duplicate name will be ignored, and the the user will be allowed to move on to the next work creation step.
  • Warn On Duplicate Names: The user will be warned of the duplicate name, and will be given an option as to whether to ignore the duplicate name or change the name to something unique before proceeding to the next work creation step.
  • Prevent Duplicate Names: An error message will be displayed and the work name will have to be changed to something unique before proceeding to the next work creation step.

Benefit: These options allow Administrators to control whether or not duplicate names are allowed for different object types.

Use Case: A company wants all gated projects created on their PowerSteering site to have different names. An Administrator can choose Prevent Duplicate Names on the Object Types page for gated projects, and during new project creation, users will not be allowed to enter a project name that is the same as an already existing project.

Note: Duplicate name settings will only affect work created after the v16 release. These settings will not currently affect any work created through Work Generation; this functionality will be added at a later time. Items created in Project Central are also not affected by these settings.

14. User Interface Update for Microsoft Excel Options

User Interface Update for Microsoft Excel Options

Description: The user interface has been updated to clearly define Microsoft Excel options for report and export files.

Benefit: To eliminate confusion between Microsoft Excel versions, the user interface has been updated to include two different choices for report and export files: Excel 2003 and Excel 2007 and Higher.

Use Case: Jan is a Project Manager and has set up a portfolio of the projects she is responsible for on the Dashboard. She exports the information and in order to share it with a couple of colleagues that don't have PowerSteering access. From the Export menu, she can easily select the Microsoft Excel version that will be best for those colleagues.

15. Edit Related Work Dashboards

Description: Related Work Dashboards are now editable.

Benefit: Dashboards on the Home page and Dashboard page have always been editable. Now, Dashboards that appear on the Related Work page and in the Related Work section on the Summary page can be edited as well.

Use Case: A two week look-ahead has been configured in the Related Work module for gated projects. While viewing the two week look-ahead for her project, Kristina realizes that the status of one of the project tasks is incorrect. She can easily update the status of that task in the Related Work module.

16. Data Extract

Data Extract

Description: Data extract functionality has been added to PowerSteering.

Benefit: Data extract jobs can be created with specific project data requirements. On a configured schedule, these jobs extract and transmit PowerSteering data to a remote SFTP location.

Use Case: A company wants to generate data out of PowerSteering in order for it to be consumed by their enterprise data warehouse (EDW). Using the Data Extract, a data extract job can be configured and scheduled to transmit to a remote SFTP location where it can then be consumed by the EDW.

See this chapter for articles specific to Data Extract in the Administrator Guide, and this chapter for articles specific to Data Extract in the End User Guide.

17. Project Central Expand and Collapse Functionality Improvement for Google Chrome

Description: Collapse/Expand functionality now works when a zoom is used in Google Chrome.

Benefit: In Google Chrome, when you zoom in, expand and collapse can now be used in Project Central to show and/or hide descendants within a project.

Use Case: Bev uses Google Chrome for PowerSteering with her browser zoom set to 110% so she can easily read on her screen. She can now use the expand and collapse functionality in Project Central.

18. No Action When Cancel is Clicked Without Changing Project Central Filters

Description: Project Central is no longer refreshed when Cancel is clicked without changing filters.

Benefit: In Project Central, when you click Cancel without making any changes on the Filters page, Project Central no longer reloads.

Use Case: Ann decides that she wants to use the Project Central filters to view only tasks that have a status of On Track. She navigates to the Filters page, but then changes her mind, so she clicks Cancel. She doesn't have to wait for the Project Central page to refresh, as she has not made any changes to her view.

19. Workflow Manager -  New Fields

Description: The following items have been added as PowerSteering fields for Workflow Manager.

  • MR:[measure name] = the current value of an attached measure
  • WA:sequence = the work's sequence ID
  • WA:[planned start] = the work's planned start date
  • WA:[planned end] = the work's planned end date

Benefit: Additional PowerSteering attributes are available to be passed as Workflow Manager fields in order to create, update, or delete project events.

Note: These new features affect only those customers that have Workflow Manager enabled.

20. Workflow Manager - User Interface Changes

Description: The following user interface changes have been made to the Workflow Manager configuration page.

  • The page title has been updated to "Workflow Manager"
  • Passwords are now shown as asterisks
  • The title of the Workflow Settings section has been updated to "Field Mappings"
  • The Worfklow File Cabinet and Object Type Associates section has been moved to the middle of the page and Administrators have the ability to map Object Type/Template to Workflow File Cabinet

Benefit: Updates to the user interface on the Worfklow Manager configuration page have made it more user-friendly.

Note: These new features affect only those customers that have Workflow Manager enabled.

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