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Administrator Guide

Working with Work Templates

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PowerSteering Security Parameters 1
- What are the PowerSteering security parameters?
Using Sub-Administration 2
- How do I set up sub-administration permissions?
- How do I assign a user as a sub-administrator?
Working with Work Templates 8
- 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 4
- 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 17
- 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 7
- 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 4
- 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 4
- 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 11
- 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 21
- 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 2
- How do I manage work status names?
- How do I edit replaceable terms?
Configuring Alert Subscriptions 2
- How do I set alert subscriptions by role?
- How do I copy alert subscription settings from one role to another?
Working with Alternative Calendars 2
- What is an alternative calendar?
- How do I view an alternative calendar?
Working with Agents 18
- 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 6
- 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 8
- 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 4
- 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 4
- 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 7
- 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 5
- 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 6
- 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 4
- 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 3
- 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 4
- 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 4
- 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 4
- 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 1
- How do I mass change the percent complete method for a portfolio?
Working with Object Types 5
- 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 1
- What are the phase advancement configuration options?
Configuring Processes 4
- 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 6
- 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 5
- 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 1
- How do I configure risks?
Configuring Search Synonyms 1
- How do I configure search synonyms?
Configuring Status Report Templates 4
- 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 20
- 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 4
- 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 1
- How do I configure work template visibility?
Using Logs 1
- How do I view administrator logs?
Using Announcements 4
- 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 4
- 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 4
- 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 0
Hot-Deploying Custom Reports 1
- Overview: Hot-Deploying Custom Reports

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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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PowerSteering

Working with Work Templates

Topics

Other Resources

PowerSteering User Guides

PowerSteering v18 Release

PowerSteering v17 Release

PowerSteering v16 Release

PowerSteering v15 Release

PowerSteering Fall 2015 (v14) Release

PowerSteering Spring 2015 (v13) Release

PowerSteering Winter 2015 (v12) Release

PowerSteering Spring 2014 (v11) Release

PowerSteering v10

PowerSteering Advanced Report Designer Guide

PowerSteering API Guide