How do I add a new related work item?

Related Work is designed to display related information about the object you are viewing as a Dashboard on the Related Work page and may be configured to display on the Summary page as well. This article describes how to add a new related work item.

Note: Related Work is a replaceable term in PowerSteering. Your organization may use a different label to represent related work on your site.

1. Click Related Work

Click Related Work
  1. On the Icon Bar, click the Admin button, then click Related Work.

2. Select a Work Type

  • Click the name of the work type that you want to add a related work item to.

3. Click Add New

  • Click Add New.

4. Enter Related Work Item Information

Enter Related Work Item Information
  1. Enter related work item information.
  2. Click OK.

Name: The name of the related work item. This will be displayed as the module name on the Summary page and on the Related Work page.

Definition: Click this field to use the Formula Builder to create a formula that defines which work item(s) to show. See the article What is the Formula Builder? for more information about using the Formula Builder.

Dashboard Layouts: The Dashboard layout to display the selected items with. If more than one layout is selected, the user will have the option to switch between layouts. If no layouts are selected, the Dashboard is replaced with a simple list of the work items.

Show on Summary page: If selected, the related work module will be displayed on the Summary page.

Omit if Empty: If selected, the related work module will not appear unless there are work items to display.

5. View Related Work Item

  • View newly created related work item.

6. View Related Work

  • View related work for gated project.


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