PowerSteeringPowerSteering User GuidesAdministrator Guide Configuring Related WorkWhat are some Formula Builder examples for related work items?

What are some Formula Builder examples for related work items?

Related work items are defined by building formulas in the Formula Builder. For an overview of the Formula builder, see the article What is the Formula Builder?. This article describes how to create each of the related work formulas that are shown on the Example tab in the Formula Builder.

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

Note: Archived work will be filtered out of the results for formulas including archived work if the user does not have the "Show archived work when relevant" check box selected on their Preferences page.

1. Everything Referenced By A Project

This formula will show all items referenced by the current work.

  1. Click the Projects tab.
  2. Click "referencesOf".

1.1. Click OK

  1. In the formula builder box, replace "Project" with "this".
  2. Click OK.

2. All Gated Projects That Reference A Project

This formula will show all items of the selected work type that reference the current work.

  1. Click the Projects tab.
  2. Click "referencesTo".

2.1. Click The Green Plus Sign

  1. In the formula builder box, replace "Project" with "this, ".
  2. Click the Objects tab.
  3. From the Work Types drop-down menu, select the work type.
  4. In the formula builder box, place your cursor inside the parenthesis after "this, ".
  5. Click the green plus sign.

2.2. Click OK

  • Click OK.

3. All Milestones In A Project

This formula will show all of the work's descendants that are the selected work type.

  1. Click the Projects tab.
  2. Click "descendantsOf".

3.1. Click The Green Plus Sign

  1. In the formula builder box, replace "Project" with "this, ".
  2. Click the Objects tab.
  3. From the Work Types drop-down menu, select the descendant work type.
  4. In the formula builder box, place your cursor inside the parenthesis after "this, ".
  5. Click the green plus sign.

3.2. Click OK

  • Click OK.

4. Important Projects In This Organization

This formula will show all items of the selected work type that reference the current work.

  1. Click the Overview tab.
  2. In the first aggregate drop-down menu, select PORTFOLIO OF.
  3. In the second aggregate drop-down menu, select NUMBER of x IN {Something} HAVING {Boolean} END.
  4. Click the green plus sign.

4.1. Click projectsOf

  1. In the formula builder box, replace "Project|Portfolio" with "x".
  2. Click the Projects tab.
  3. In the formula builder box, place your cursor inside the word "Something" inside the curly brackets.
  4. Click "projectsOf".

4.2. Click The Objects Tab

  1. In the formula builder box, replace "Project" with "this, ".
  2. In the formula builder box, place your cursor inside the word "Boolean" inside the curly brackets.
  3. Click "tagSelected".
  4. In the formula builder box, replace "Project" with "x".
  5. Click the Objects tab.

4.3. Click OK

  1. Select - Project Tags - from the first Tags drop-down menu, then select a tag name and tag value.
  2. In the formula builder box, place your cursor inside the word "TagValue" inside the curly brackets.
  3. Click the green plus sign next to the tag value.
  4. Click OK.

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