PowerSteering

Administrator Guide

PowerSteering Security Parameters
- What are the PowerSteering security parameters?
Using Sub-Administration
- How do I set up sub-administration permissions?
- How do I assign a user as a sub-administrator?
Working with Work Templates
- 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
- How do I access work generation templates?
- How do I add a new work generation template?
- How do I edit a work generation template?
- How do I delete a work generation template?
Working with Metric Templates
- 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?
Working with PowerPoint Templates
- 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
- How do I access timesheet loader templates?
- How do I add a new timesheet loader template?
- How do I edit a timesheet loader template?
- How do I delete a timesheet loader template?
Working with Cost Loader Templates
- How do I access cost loader templates?
- How do I add a new cost loader template?
- How do I edit a cost loader template?
- How do I delete a cost loader template?
Managing Layouts
- 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?
Working with Permissions
- 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
- How do I manage work status names?
- How do I edit replaceable terms?
Configuring Alert Subscriptions
- How do I set alert subscriptions by role?
- How do I copy alert subscription settings from one role to another?
Working with Alternative Calendars
- What is an alternative calendar?
- How do I view an alternative calendar?
Working with Agents
- 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?
Using Branding
- 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
- How do I create a chart from a report?
- How do I create a chart from a Dashboard layout?
- How do I create a chart from a Measure?
- How do I create a chart from an Executive Review?
- How do I edit a chart?
- How do I copy a chart?
- How do I preview a chart?
- How do I delete a chart?
Managing Conditions
- How do I add a new condition?
- How do I delete a condition?
- How do I add a condition to a gate?
- How do I remove a condition from a gate?
Working with Custom Fields
- How do I access custom fields?
- How do I add a new custom field?
- How do I edit a custom field?
- How do I delete a custom field?
Configuring Data Extracts
- How do I view data extract jobs?
- How do I view status information for a data extract job?
- How do I delete a data extract job?
- How do I add a new remote site?
- How do I check the connection of a remote site?
- How do I delete a remote site?
- How do I manage data extract settings?
Configuring Exchange Rates
- How do I edit the exchange rate conversion settings?
- How do I add a new exchange rate table?
- How do I add exchange rates to a table?
- How do I edit the name of my exchange rate table?
- How do I delete an exchange rate table?
Using Field Management
- How do I edit fields in Field Management?
- How do I add a grouping?
- How do I edit a group title?
- How do I remove a grouping?
- How do I edit the visibility of a tag or custom field?
- What are some Formula Builder visibility rule examples?
Configuring the Help Menu
- How do I add a custom help link?
- How do I delete a custom help link?
- How do I change the sequence of links on the Help menu?
- How do I show/hide default help links on the Help Menu?
Managing Help Desk Requests
- How do I add a new help desk respondent?
- How do I update help desk respondents?
- How do I delete a help desk respondent?
Configuring the Home Page
- How do I create a new Home Page configuration?
- How do I change the Home Page configuration for a user?
- How do I edit a Home Page configuration?
- How do I delete a Home Page configuration?
Working with Idea Hoppers
- How do I add a new idea hopper?
- How do I edit an idea hopper?
- How do I delete an idea hopper?
- How do I create an external idea submission page?
Configuring Important Links
- How do I add a new important link?
- How do I change the sequence of important links?
- How do I delete an important link?
- How do I edit permissions for the Important Links Folder?
Configuring Mass Change % Complete Method
- How do I mass change the percent complete method for a portfolio?
Working with Object Types
- How do I copy an object type?
- How do I update the configuration of an object type?
- How do I change the icon associated with an object type?
- How do I update the roles associated with an object type?
- How do I update the parenting rules associated with an object type?
Configuring Phase Advance
- What are the phase advancement configuration options?
Configuring Processes
- How do I add a new process?
- How do I edit a process?
- How do I lock a process?
- How do I delete a process?
Configuring Resource Calendars
- How do I set fiscal year options?
- How do I add a new resource calendar?
- How do I view a resource calendar?
- How do I edit a resource calendar?
- How do I set a default resource calendar?
- How do I delete a resource calendar?
Configuring Resource Planning
- How do I configure resource planning tags?
- How do I select a user cost tag?
- How do I enable/disable estimated labor costs?
- How do I clear estimated labor costs?
- How do I manually recalculate estimated labor costs?
Configuring Risks
- How do I configure risks?
Configuring Search Synonyms
- How do I configure search synonyms?
Configuring Status Report Templates
- How do I add a new status report template?
- How do I view statistics of a status report template?
- How do I edit a status report template?
- How do I delete a status report template?
Working with Tags
- 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?
Configuring User Creation Options
- 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
- How do I configure work template visibility?
Using Logs
- How do I view administrator logs?
Using Announcements
- How do I create an announcement?
- How do I deactivate/reactivate an announcement?
- How do I delete an announcement?
- How do I email PowerSteering users?
Configuring Related Work
- How do I add a new related work item?
- What are some Formula Builder examples for related work items?
- How do I change the sequence of related work items?
- How do I delete a related work item?
Using Workflow Manager
- What are the settings on the workflow configuration page?
- Which PowerSteering Fields Can Be Used for Workflow Manager?
- How do I refresh workflow?
- How do I restart workflow?
Managing User Interface Configuration
Hot-Deploying Custom Reports
- Overview: Hot-Deploying Custom Reports