Administrator Guide
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PowerSteering Security Parameters
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Using Sub-Administration
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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)?
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Working with Work Generation Templates
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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?
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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?
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Working with Timesheet Loader Templates
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Working with Cost Loader Templates
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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?
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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?
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Managing Localization
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Configuring Alert Subscriptions
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Working with Alternative Calendars
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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?
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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?
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Configuring Charts
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Managing Conditions
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Working with Custom Fields
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Configuring Data Extracts
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Configuring Exchange Rates
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Using Field Management
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Configuring the Help Menu
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Managing Help Desk Requests
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Configuring the Home Page
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Working with Idea Hoppers
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Configuring Important Links
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Configuring Mass Change % Complete Method
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Working with Object Types
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Configuring Phase Advance
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Configuring Processes
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Configuring Resource Calendars
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Configuring Resource Planning
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Configuring Risks
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Configuring Search Synonyms
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Configuring Status Report Templates
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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?
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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?
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Configuring Work Template Visibility
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Using Logs
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Using Announcements
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Configuring Related Work
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Using Workflow Manager
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Managing User Interface Configuration
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Hot-Deploying Custom Reports