New Features

Below is a summary of the features included in the PowerSteering v17 release. For a short video tutorial of many of these features, see the What's New v17 Client Webinar.

1. Advanced Timesheet

Description: Upland’s Advanced Timesheet is available with PowerSteering through an integration, powered by Upland’s Integration Platform, and gives users access to advanced timesheet options. PowerSteering user and project data can be shared with this integration and detailed timesheet information is returned to PowerSteering.

Benefit: The following are just a few key benefits of Upland's Advanced Timesheet:

  • Configurable Timesheet Entry Form - Format the timesheet entry form so that users can submit their time according to business needs.  This could include overtime and time off options.
  • Controls and Limits for Timesheet - Set limits for time entries and run automatic notifications at the project level to ensure entries are submitted in a timely manner.
  • Approval Routings - Define who can and cannot approve hours, set budgets, and configure unlimited approval paths to ensure timesheets are approved by the right people.
  • Driven by the Graphical Workflow Engine - The graphical workflow engine maps the organization’s approval process allowing users to automate timesheet management.
  • Mobile Time Entry and Approval - Time can be entered and approved from a smartphone or tablet - anywhere at any time.

Use Case: A Director of IT needs compliance to internal policies and external regulations while reducing the time it takes employees to submit their hours. By using PowerSteering Advanced Timesheet, not only can the employees have a single point of entry for all time submissions online and through mobile, but rules and time entry limits can also be applied to fit the company’s time approval process.

Note: This feature must be enabled by a PowerSteering team member. Please contact your Customer Success Manager if you are interested in this feature.

2. Associate Projects with Programs During Creation

Description: Work can be associated with programs during creation.

Benefit: Prior to this release, work could only be added to a program via the Summary page of the program or the Program Console. Users now have the ability to associate new work with one or more programs during creation using the new Add to Program field.

Use Case: Jennifer is creating a new project that she knows should belong to the 'Increase Earned Value' program. Rather than creating the new project and then navigating to the program in order to add the project, she can simply search for and select the 'Increase Earned Value' program in the Add to Program field. The project will automatically be included in the 'Increase Earned Value' program when she has finished creating it.

3. Dashboard Resizing Functionality

Description:  Functionality of the 'Run resizing for visible rows' option has been improved.

Benefit: The maximum row height for Dashboard columns has been increased from 3 to 4 and an ellipsis has been added as an indicator when there is content overflow.

Use Case: Harrison works for a company that uses a tag to categorize projects by business area. One of his projects falls under 5 different business areas. In the Dashboard, he can click Options --> Run resizing for the visible rows and he will now be able to see 4 of the tag values associated with the project. An ellipsis will also be displayed indicating that there are additional values that are not displayed. He can see all of the tag values by hovering over any of the values with a yellow underline.

4. Tag Visibility Rules in Project Central

Description: Tag visibility rules are applied to Project Central.

Benefit: Tag visibility rules now apply across all areas of PowerSteering where tag values can be viewed - the Edit Details page, the Dashboard, and Project Central.

Use Case: A company has a tag called "Business Area" on all gated projects with a visibility rule defined allowing it to only be edited by users assigned to the Financial Rep role. This visibility rule is carried over to Project Central limiting the users that can edit the tag value.

5. Copy / Paste Functionality in Project Central

Description: Copy / paste functionality has been added to Project Central for items created from work and milestones.

Benefit: Rather than having to add items one by one, tasks and milestones can now be copied and pasted elsewhere in the project schedule.

Use Case: Lee is a Project Manager and is building a project schedule for a large project in Project Central. One of the gates within his project has 3 different sprints composed of the same set of tasks and subtasks. Rather than having to enter each task and set of subtasks one by one, he can enter the task and subtasks for the first sprint and then copy and paste the line item for the first sprint into the project schedule for the 2 subsequent sprints.

Note: Multi-select of rows to is not supported at this time.

See the article How do I copy / paste items in Project Central? for more information about using this feature.

6. Measures - Project Local Currency Calculation

Description: Measures can be calculated at the local project level currency.

Benefit: Prior to this release, all measure values were saved in the default currency using applicable exchange rates. Now, measures can be set up to be calculated using the project's local currency without having currency conversions applied.

Use Case: A worldwide company has projects that take place in several different regions, each with their own respective currency. The CFO needs to have the ability to see global financial numbers in both the default currency and also in the local currency in order to make effective decisions. They can create a measure with this check box set to 'Yes', and measures values will be calculated in each project's local currency without any currency conversions applied.

Note: This feature must be enabled by a PowerSteering team member. Please contact your Customer Success Manager if you are interested in this feature.

7. Report Wizard - Profile Data -- by Proxy Report

Description: A new Users/Groups report type has been added to the Report Wizard: Profile Data -- by Proxy.

Benefit: The Report Wizard can be used to create a report that lists proxy users along with the user who created or deleted the proxy relationships and the time stamp for each of these actions.

Use Case: A manager is set up as a proxy for one of his employees while she is out of the office; however, when he logs in to PowerSteering, the proxy relationship no longer exists. Using the new Profile Data -- by Proxy report, he can see which user has deleted the proxy relationship for that employee and the time stamp for the proxy relationship deletion.

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.

8. Report Wizard - Programs Option for User Defined Metric Value Columns

Description: A Programs drop-down menu has been added for user defined metric value columns.

Benefit: When using a user defined metric value column to report on metrics within a program, this option allows users to determine whether metrics will be rolled up and whether or not programs are included.

  • Rollup, exclude programs: The metric will be rolled up, but programs will be excluded.
  • Rollup, include programs: The metric will be rolled up, and programs will be included.

Use Case: George oversees all programs within the southeast region of the United States for his company. He wants to run a report with a side-by-side comparison of the current year estimated costs for each program, including and excluding the costs associated with the programs themselves.  With the new option, he can create two different user defined metric value columns, one rolling up and including programs and one rolling up but excluding programs, and easily report on this information.

Note: Metric is a replaceable term in PowerSteering. Your organization may use a different label to represent metrics on your site.

9. Note for Tag Import File Types

Description: The user interface has been updated to clearly define which file types are supported for tag import files.

Benefit: To eliminate confusion surrounding tag import file types, the user interface has been updated to include a note which lists the supported file types.

Use Case: Alicia has created a tag import file in Microsoft Excel in order to update values for the -On Time tag for all of her projects. She is unsure what file format to use when saving the file in Excel. From the Load Tag from File page, she can easily see that only .txt (tab-delimited) files are supported.

10. Data Extract - Custom Reports

Description: Custom reports have been added Data Extract.

Benefit: Users can create data extract jobs that utilize Custom Report templates. On a configured schedule, these custom report data extract jobs run and transmit PowerSteering data to a remote SFTP location.

Use Case: A company wants to use an existing Custom Report template to generate data out of PowerSteering in order for it to be consumed by their enterprise data warehouse (EDW). In the Data Extract, a custom report data extract job can be added and scheduled to transmit to a remote SFTP location where it can then be consumed by the EDW.

See the article How do I create a data extract job using a Custom Report? for more information about this feature.

11. Data Extract - Progress Indicator

Description: Progress % has been added to data extract statuses.

Benefit: Users are now able to see the progress of data extract jobs while they are running. This is especially useful for large data extract jobs.

Use Case: Sam is a Project Manager and has created a large data extract job for his projects that runs daily and takes around an hour to run. With the newly added progress indicator, Sam can see the progression of his data extract job while it is running.

12. Templates - Work Generation View in Administrator Logs

Description: Work Generation template information can be viewed in the Administrator Logs.

Benefit: Administrators can now view which users are creating, editing, or deleting Work Generation templates and the time stamp for when those changes occurred.

Use Case: Casey is questioning when a Work Generation template was deleted from his site. An Administrator can navigate to the 'Templates - Work Generation' view in Administrator Logs and see which user deleted the template and the time stamp associated with the template deletion.

13. Workflow Manager - Tie Workflow Status

Description: A new Tie Workflow Status option has been added to the Workflow menu for Administrators. The following options are available when you select this option from the Workflow menu:

  • Always tie Project Status to Workflow Status: The project status will always reflect the workflow status when workflow is paused, cancelled, or resumed.
  • Prompt for Project Status when Workflow Status changes: When workflow is paused, cancelled, or resumed, the user will be prompted to determine how the project status should be handled.
  • Never tie Project Status to Workflow Status: The project status will always be independent of the workflow status when workflow is paused, cancelled, or resumed.

Benefit: These options allow users to control what happens to the project status when workflow is paused, cancelled, or resumed.

Use Case: A company uses Workflow Manager for their gated projects and wants the project status to always be tied to the workflow status. With this new menu item, an Administrator can select that option, and the project status will automatically be tied to the workflow status when it is paused, cancelled, or resumed.

Note: This new feature affects only those customers that have Workflow Manager enabled.

14. Workflow Manager - Cancel Workflow

Description: A new Cancel option has been added to the Workflow menu.

Benefit: This option allows a user to cancel workflow at any time. Once workflow has been cancelled, it cannot be resumed.

Use Case: A company only has workflow for projects that are greater than $1,000,000. A project is halfway done when the funding for it changes and it no longer qualifies as a greater than $1,000,000 project. The workflow associated with the project can be canceled and the project can proceed like all other lower cost projects.

Note: This new feature affects only those customers that have Workflow Manager enabled.

See the article How do I cancel workflow? for more information about using this feature.

15. Workflow Manager - Pause Workflow

Description: A new Pause option has been added to the Workflow menu.

Benefit: This option allows a user to pause workflow at any time. When workflow is paused, workflow action item notices will not be sent.

Use Case: Jan is the Project Manager for a gated project that is workflow enabled. She is going on a month-long vacation and would like to put her project on hold until she returns. She can use the Pause option in the Workflow menu in order to pause the workflow and cease workflow notifications while she is away.

Note: This new feature affects only those customers that have Workflow Manager enabled.

See the article How do I pause workflow? for more information about using this feature.

16. Workflow Manager - Resume Workflow

Description: A new Resume option has been added to the Workflow menu.

Benefit: If workflow has been paused, this option allows a user to resume workflow from where it left off at any time.

Use Case:  Dan is the Project Manager for a gated project that is workflow enabled. He went on a month-long vacation and paused workflow for his project while he was away. He can use the Resume option in the Workflow menu in order to resume the workflow and proceed with his project right where it left off.

Note: This new feature affects only those customers that have Workflow Manager enabled.

See the article How do I resume workflow? for more information about using this feature.

17. Workflow Manager - Phase Advance with Workflow

Description:  Workflow can advance phases automatically.

Benefit: Prior to this release, phase advancements were independent from workflow actions. Now, if the Workflow Approved check box is selected on the Assign Approval Roles page at the template level for a specific phase in a project, a workflow action can automatically advance the phase. Note: All required deliverables must be complete before a phase can automatically advance with workflow.

Use Case: A company has a 5-gate gated project template that is tied to a workflow process. Three of the gates are advanced by manual approvals, but they want the other 2 gates to advance automatically with workflow. They can select the  Workflow Approved check boxes for those gates, and with some additional workflow configuration, those phases will advance when all of the workflow action items associated with that phase are completed.

Note: This new feature affects only those customers that have Workflow Manager enabled.

18. Workflow Actions Progress Indicator

Description: A progress indicator has been added for workflow action items.

Benefit: Users are now notified when workflow is not progressing due to workflow action items still being processed. This is especially useful for workflow action items that require a long amount of time to process, such as measured value calculations.

Use Case: A company has a workflow action item that utilizes a value from a calculated measure which takes a long time to calculate. During this time users will not see the workflow progress until that measured value is calculated, so this message is displayed notifying them that workflow actions are still in progress.

Note: This new feature affects only those customers that have Workflow Manager enabled.

19. Workflow Manager - New Field

Description: The following item has been added as PowerSteering field for Workflow Manager.

  • WA:currentPhase = the project's active phase. If the work is not a gated project, this will be blank.

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

Note: This new feature affects only those customers that have Workflow Manager enabled.

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