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End User Guide

Importing and Exporting Data

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PowerSteering System Requirements 1
- What are the PowerSteering System Requirements?
Working with Commonly Used Features 5
- How do I export data from PowerSteering pages?
- How does the legend work?
- How do the hyperlinks work?
- How do I use the Show More/Less function?
- What is the Formula Builder?
Getting Started with PowerSteering 6
- How do I sign into PowerSteering?
- How do I sign into PowerSteering as a LDAP user?
- How do I self-register for PowerSteering?
- How do I add PowerSteering to my Internet Explorer favorites?
- How do I add a bookmark for PowerSteering in Firefox?
- How do I change what language is used?
Understanding the User Interface 5
- What is the Header?
- What is the Profile Menu?
- What is the Icon Bar?
- What is the Navigation Menu?
- What does the Pin do?
Using the Search Feature 5
- How do I search for something?
- How do I search by category?
- How do I use Advanced Search?
- How do I search inside documents?
- How does search logic work in PowerSteering?
Using Help 7
- How do I view context sensitive help?
- How do I view all online documentation?
- How do I use the online help?
- How do I submit a help desk request to my administrator?
- How do I access the Upland Community for PowerSteering?
- How do I view replaced terms?
- How do I view the PowerSteering version?
Working with My Settings 11
- How do I edit my user profile?
- How do I add a picture to my user profile?
- How do I edit my preferences?
- How do I update my default location in the Work Tree?
- How do I edit my profile permissions?
- How do you navigate the Alert Subscriptions page?
- How do I edit my alert subscriptions?
- How do I view other users that are subscribed to a work item?
- How do I edit my personal rates?
- How do I edit my history?
- How do I edit my favorites?
Managing User Profiles 1
- How do I add a document to my user profile?
Working with My Agenda 12
- How do I access my Agenda?
- How do I navigate the Action Items tab in my Agenda?
- How do I update an action item in my Agenda?
- How do I view an action item in my Agenda?
- How do I navigate the Issues tab in my Agenda?
- How do I view an issue in my Agenda?
- How do I navigate the Risks tab in my Agenda?
- How do I view a risk in my Agenda?
- How do I navigate the Ideas tab in my Agenda?
- How do I view an idea in my Agenda?
- How do I navigate the Projects tab in my Agenda?
- How do I update a project in my Agenda?
Using Workload 3
- How do I navigate the Workload page?
- How do I change the Workload display?
- How do I view availability on the Workload page?
Working with Timesheets 8
- How do I access my timesheet?
- How do I navigate the Timesheet page?
- How do I enter time?
- How do I use the Copy Last feature?
- How do I add a work item to Favorites?
- How do I get more information about a work item?
- How do I save my timesheet without submitting?
- How do I submit my timesheet?
Working with Users 10
- How do I invite or create a new user?
- How do I set or change a user's password?
- How do I search for users?
- How do I view a user profile?
- How do I edit a user profile?
- How do I delete a user?
- What is a role?
- What is a no-access user?
- What is a proxy user?
- How do I create a proxy user?
Navigating the Home Page 3
- What is the Home Page?
- How do I configure my Home Page?
- How do I acknowledge an announcement?
Using Quick Links 1
- Where do I find Quick Links?
Using My Inbox 4
- What is the Inbox?
- How do I access and manage questions / notifications?
- How do I access and manage Alerts?
- How do I access and manage Status Reports Due?
Creating a Project 5
- How do I create a project?
- How do I assign people to roles?
- How are roles and assignments for users synchronized in PowerSteering?
- How do I change the owner of a project?
- How do I change the owner of a gated project?
Working with Ideas 7
- How do I create an idea?
- How do I request approval for an idea?
- How do I approve an idea?
- How do I return an idea for revision?
- How do I reject an idea?
- How do I convert an idea to a project?
- How does an idea status get updated automatically?
Using the Report Wizard 27
- How do I access the Report Wizard?
- How do I create a Report Wizard report?
- What do Run and Save do?
- What do the different tabs mean in the Report Wizard?
- What does the Report Wizard Type tab do?
- What does the Report Wizard Definition tab do?
- What are the Report Wizard Period options?
- How do I include or exclude archived work in a report?
- How do I add multiple exchange rates to a report?
- How do I include phase columns in a report?
- What does the Report Wizard Columns tab do?
- How do I add an arithmetic calculation to a report?
- How do I add a currency conversion to a report?
- How do I add a Gantt chart to a report?
- How do I add a metric value to a report?
- How do I add row numbers to a report?
- What does the Report Wizard Filter tab do?
- What does the Report Wizard Group/Sort tab do?
- What does the Report Wizard Summary tab do?
- What does the Report Wizard Layout tab do?
- What does the Report Wizard Chart tab do?
- What does the Report Wizard Details & Schedule tab do?
- How do I use an alternative calendar to schedule reports?
- How do I preview a report?
- How do I create a sub-report?
- What are the timesheet report options?
- What are the metric report options?
Using Associated Excel Templates 3
- How do I create an associated Excel template?
- How do I update an associated Excel template?
- Associated Excel templates post Spring 2015 (v13)
Working with Data Extracts 12
- How do I access the Data Extract?
- How do I create a data extract job?
- What do the different tabs mean in the Data Extract?
- What does the Data Extract Type tab do?
- What does the Data Extract Definition tab do?
- How do I include or exclude archived work in a data extract job?
- What does the Data Extract Columns tab do?
- What does the Data Extract Filter tab do?
- What does the Data Extract Layout tab do?
- What does the Data Extract Details & Schedule tab do?
- How do I view my data extract jobs?
- How do I create a data extract job using a Custom Report template?
Working with Organizations 3
- How do I create an organization?
- How do I view an organization?
- How do I edit an organization?
Creating New Work 1
- How do I create other work?
Viewing Dashboards 17
- What is a Dashboard?
- How do I access the Dashboard?
- How do I remove columns from my Dashboard?
- What are my Dashboard Options?
- How do I view multiple exchange rates in a Dashboard?
- How do I export data from a Dashboard?
- How do I add to a portfolio in the Dashboard?
- How do I copy a portfolio in the Dashboard?
- What does the Programs menu do in the Dashboard?
- What does the Charts menu do in the Dashboard?
- How do I sort by a column in a Dashboard?
- How do I group items on a Dashboard?
- How do I filter information in a Dashboard?
- How do I make in-line edits in the Dashboard?
- How do I summarize a column in the Dashboard?
- How do I include or exclude information from Dashboard summaries?
- How do I create a target for a Dashboard column?
Using Dashboard Portfolio Planning 6
- How do I turn on Portfolio Planning?
- How do I turn off Portfolio Planning?
- How do I save items to a new portfolio?
- How do I add a comparison portfolio?
- How do I exit comparison mode?
- How would I use portfolio planning to do annual planning for alternative portfolios?
Working with the Visual Portal 7
- What is the Visual Portal?
- How do I access the Visual Portal?
- How do I create a Visual Portal?
- How do I manage the Visual Portal properties?
- How do I edit a Visual Portal?
- How do I share a Visual Portal?
- How do I export data from the Visual Portal?
Using the Resource Review 13
- What is the Resource Review?
- How do I access the Resource Review?
- How do I view resource availability?
- How do I see which projects need resources?
- How do I save a Resource Review layout?
- How do I delete a Resource Review layout?
- How do I filter the allocation section?
- How do I filter the unstaffed demand section?
- How do I change the Resource Review display?
- How do I assign a person to a project?
- How do I assign resources in bulk?
- How do I update effort for an item?
- How do I export data from the Resource Review?
Working with the Executive Review 4
- What is the Executive Review?
- How do I access the Executive Review?
- How do I display work items on the Executive Review?
- How do I change the currency on the Executive Review?
Using the Financial Review 6
- What is the Financial Review?
- How do I access the Financial Review?
- How do I add data to the Financial Review?
- How do I lock metrics using the Financial Review?
- How do I unlock metrics using the Financial Review?
- How do I set the Ready for Rollup flag using the Financial Review?
Working with Portfolios 9
- What is a portfolio?
- How do I access portfolios?
- How do I create a new portfolio?
- How do I view a portfolio?
- How do I edit a portfolio?
- How do I copy a portfolio?
- How do I delete a portfolio?
- How do I disable a portfolio?
- How do I share a portfolio?
Working with Reports 21
- How do I navigate reports?
- How do I create a new report subfolder?
- How do I rename a report subfolder?
- How do I delete a report subfolder?
- How do I create an advanced report?
- How do I delete a report?
- How do I run and view a report?
- How do I copy a report?
- How do I edit the details and schedule of a report?
- How do I edit filters of a report?
- How do I edit a report using the Report Wizard?
- How do I add a Public Report to My Reports?
- How do I navigate the Manage Reports page?
- How do I search for a report?
- How do I remove a schedule from a report?
- How do I view report assets?
- How do I filter report assets?
- How do I upload a new report asset?
- How do I update a report asset?
- How do I download a report asset to my computer?
- How do I delete a report asset?
Working with Groups 9
- What is a group?
- How do I access groups?
- How do I create a group?
- How do I add a user to a group?
- How do I remove a user from a group?
- How do I edit a group?
- How do I send an email to a group?
- How do I edit permissions for a group?
- How do I know what groups I belong to?
Working with Resource Pools 9
- What is a resource pool?
- How do I access resource pools?
- How do I create a resource pool?
- How do I view a resource pool?
- How do I edit a resource pool?
- How do I delete a resource pool?
- How do I remove a user from a resource pool?
- How do I reassign a user in a resource pool?
- How do I know what resource pools I belong to?
Using the Certification Page 2
- How do I find users using the Certification page?
- How do I mass edit tags or custom fields associated with Users?
Managing Time 12
- How do I enable / disable time entry for work?
- How do I restrict time entry to only assigned persons?
- How do I navigate a manage time page?
- How do I filter data on a time page?
- How do I view time waiting to be approved?
- How do I approve time?
- How do I reject time?
- How do I view time that has not been submitted for approval?
- How do I view time I rejected?
- How do I view time I approved?
- How do I email users about a timesheet?
- How do I use the Monthly Report tab?
Working with Costs 15
- How does project accounting work?
- What is the rate lookup algorithm?
- How do I set a budget?
- How do I view my costs as a percentage of my budget?
- How do I add estimated costs?
- How do I update estimated costs?
- How do I delete an estimated cost?
- How do I change the display on the estimated costs page?
- How do I filter data on the estimated costs page?
- How do I add actual costs?
- How do I update actual costs?
- How do I change the display on the actual costs page?
- How do I filter data on the actual costs page?
- How do I compare my estimated costs against my actual costs?
- How do I change the display on the Compare page?
Managing Rate Tables 11
- How do I add a new rate table?
- How do I view a rate table?
- How do I edit a rate table?
- How do I copy a rate table?
- How do I set a default rate table?
- How do I delete a rate table?
- How do I filter data in a rate table?
- How do I add a new rate to a rate table?
- How do I edit a current rate?
- How do I edit a future rate?
- How do I view the history of a rate?
Managing Personal Rates 6
- How do I view personal rates?
- How do I edit a current personal rate?
- How do I edit a future personal rate?
- How do I set a default personal rate?
- How do I view the history for a personal rate?
- How do I delete a personal rate?
Managing Rate Codes 6
- How do I view a rate code?
- How do I create a new rate code?
- How do I edit a current rate code?
- How do I edit a future rate code?
- How do I view the history of a rate code?
- How do I delete a rate code?
Importing and Exporting Data 14
- How do I format a metric import file?
- How do I import metric data?
- How do I format a user import file?
- How do I import user data?
- How do I format a tag import file?
- How do I import tag data?
- How do I format a timesheet import file?
- How do I import timesheet data?
- How do I view timesheet history?
- How do I export timesheet data?
- How do I delete timesheet data?
- How do I format a cost import file?
- How do I import cost data?
- How do I view cost history?
Using the Metric Bulk Actions 3
- How do I lock the metrics for a group of projects?
- How do I unlock the metrics for a group of projects?
- How do I copy a metric view for a group of projects?
Managing the Work Tree 7
- What is the Work Tree?
- How do I access the Work Tree?
- How do I view an item in the Work Tree?
- How do custom permissions impact the Work Tree?
- How do I edit an item in the Work Tree?
- How do I move an item in the Work Tree?
- How do I reorder items in the Work Tree?
Using the Summary Page 3
- What is the Summary Page?
- How do I access the Summary page?
- How do I edit work details?
Working with Gated Projects 9
- How do I request a gate approval?
- How do I address a gate approval request from my Inbox?
- How do I address a gate approval request on the Summary page?
- How do I advance a gate?
- How do I skip a gate?
- How do I reactivate a gate?
- How do I add a document to a gate?
- How do I view gate information on the Summary page?
- How do I view gate approval history?
Working with Deliverables 3
- How do I view deliverables?
- How to I add a new deliverable?
- How do I delete a deliverable?
Using Programs and the Program Console 19
- What is Program Management?
- How do I create a program?
- What is the Program Console?
- How do I access the Program Console?
- How do I add work to a program in the Program Console?
- How do I remove work from a program in the Program Console?
- How do you change program membership from the Summary page?
- How do I create a sub program?
- How do I remove columns from my Program Console layout?
- What are my Program Console Options?
- What does the Programs menu do in the Program Console?
- How do I export data from the Program Console?
- How do I sort by a column in the Program Console?
- How do I group items in the Program Console?
- How do I filter information in the Program Console?
- How do I summarize a column in the Program Console?
- How do I create a target for a Program Console column?
- How do I view work that is part of a program?
- How do I create a portfolio of projects that belong to a program?
Using Project Central 46
- How do I access Project Central?
- How do I save a Project Central layout?
- How do I overwrite an existing Project Central layout?
- How do I delete a Project Central layout?
- What are my Project Central display options?
- How do you use the Team Panel?
- How do you assign resources in the Team Panel?
- How to I exclude/include effort from Team Panel totals?
- What are the Project Central column options?
- How do I add / remove columns?
- What are my filter options?
- How do I filter my display?
- How do I view the top and master project information in Project Central?
- How do I run the scheduler?
- How do I modify the date range display?
- How do I print from Project Central?
- How do you expand / collapse the project display?
- How do I set the Project Central display options to "remember" my selections?
- How do I use the bulk edit feature for a single project?
- How do I use the bulk edit feature for multiple projects?
- How do I use the bulk edit feature to change the owner of multiple projects?
- How do I use the bulk edit feature to re-assign project roles?
- How do I add new items in Project Central?
- How do I copy / paste items in Project Central?
- How do I use Indent / Outdent to move items in Project Central?
- How do I capture a baseline in Project Central?
- How do I delete a task from my project?
- How do I see more information about a task?
- How do I set dependencies in my project schedule?
- How does the Finish No Earlier Than (FNET) constraint affect my project schedule?
- What are the available constraint types?
- How does the As Soon As Possible (ASAP) constraint affect my project schedule?
- How does the As Late As Possible (ALAP) constraint affect my project schedule?
- How does the Enforced Sequential Gates (ESG) constraint affect a gated project schedule?
- How does the Fixed Dates (FD) constraint affect my project schedule?
- How does the Finish No Later Than (FNLT) constraint affect my project schedule?
- How does the Must Start On (MSO) constraint affect my project schedule?
- How does the Must Finish On (MFO) constraint affect my project schedule?
- How does the Start No Earlier Than (SNET) constraint affect my project schedule?
- How does the Start No Later Than (SNLT) constraint affect my project schedule?
- What are the Scheduling Options for Scheduling Conflicts?
- How do I assign a resource in Project Central?
- How do I assign two or more resources to a task?
- How do I hide or display multiple resource assignments?
- How are duration, effort, and % allocation calculated?
- How do I use the bulk edit feature to change the calculated field?
Working with Documents 13
- How do I view documents?
- How do I add a new document?
- How do I download a document from PowerSteering?
- How do I update an existing document?
- How do I preview an image?
- How do I request approval of a document?
- How do I approve a document?
- How do I reject a document?
- How do I view document details?
- How do I edit document details?
- How do I lock a document?
- How do I copy or move a document to another location?
- How do I delete a document?
Using Discussions 9
- How do I view discussions?
- How do I create a new discussion?
- How do I view a discussion in my Inbox?
- How do I edit a discussion?
- How do I escalate a discussion into an issue?
- How do I move a discussion to another location?
- How do I sort my discussions by date?
- How do I filter my discussions by author?
- How do I delete a discussion?
Working with Issues 11
- How do I create a new issue?
- How do I view issues?
- How do I view an issue in my Inbox?
- How do I view an open issue from the Summary page?
- How do I update existing issues?
- How do I edit an issue?
- How do I add an action item to an issue?
- How do I close an issue?
- How do I de-escalate an issue to a discussion?
- How do I move an issue to another location?
- How do I delete an issue?
Working with Issues in v17.3 16
- How do I create a new issue in v 17.3?
- How do I view issues in v17.3?
- How do I add / remove columns on the Issues page in v17.3?
- How do I filter information on the Issues page in v17.3?
- How do I view an open issue from the Summary page?
- How do I view an issue in my Inbox?
- How do I edit an issue in v17.3?
- How do I add a document to an issue in v17.3?
- How do I add an action item to an issue in v17.3?
- How do I add a discussion an issue in v17.3?
- How do I close an issue in v17.3?
- How do I re-open an issue in v17.3?
- How do I de-escalate an issue to a discussion in v17.3?
- How do I move an issue to another location in v17.3?
- How do I delete an issue in v17.3?
- How do I export data from the Issues page in v17.3?
Working with Action Items 8
- How do I view action items?
- How do I create a new action item?
- How do I view an action item in my Inbox?
- How do I search for an action item?
- How do I update existing action items?
- How do I edit details of an action item?
- How to I copy or move an action item to another location?
- How do I delete an action item?
Working with Risks 10
- How do I create a new risk?
- How do I view an open risk from the Summary page?
- How do I search for a risk?
- How do I update existing risks?
- How do I edit details of a risk?
- How do I add a document to a risk?
- How do I add an issue to a risk?
- How do I close a risk?
- How do I move a risk to another location?
- How do I delete a risk?
Working with Metrics 13
- How do I navigate a metric?
- How do I attach a metric to a project?
- How do I enter data into a numeric metric?
- How do I enter data into a scorecard metric?
- How do I enter data for a metric with tag beneficiaries?
- How do I copy data from one tab to another?
- How do I display metric versions?
- What does Ready for Rollup mean?
- What does Metric Lock mean?
- How do I change a metric view?
- How do I add / remove lines from the metric display?
- How do I add comments to a metric?
- How do I remove a metric from a project?
Using Measures 20
- How do I add a new measure template?
- What are some Formula Builder examples for measures?
- What is a variance indicator?
- What is a goal indicator?
- How do I edit a measure template?
- How do I copy a measure template?
- How do I delete a measure template?
- How do I switch a measure template between online and offline?
- How do I mass attach measures templates to work within a portfolio?
- How do I mass evaluate measures within a portfolio?
- How do I attach a new measure to my project?
- How do I view measures on the Summary page?
- How do I view a measure chart?
- How do I recalculate a formula measure?
- How do I manually enter values for a measure?
- How do I edit a value for a measure?
- How do I delete measure values?
- How do I view properties of a measure?
- How do I show/hide a measure on the Summary page?
- How do I remove a measure from a project?
Using References 3
- How do I view references for a project?
- How do I add a new reference?
- How do I delete a reference?
Using Related Work 1
- How do I view Related Work?
Using Work Generation 4
- How do I use Work Generation to change the template used for work?
- How do I use Work Generation to change basic work into gated work?
- How do I use Work Generation to change gated work into basic work?
- How do I use Work Generation to replicate work in multiple locations?
Working with Status Reports 9
- How do I view a status report?
- How do I view a status report on the Summary page?
- How do I create a new status report?
- How do I view status report history?
- How do I change the view on the Status Reports page?
- How do I view status reports due in my Inbox?
- How do I edit a status report?
- How do I change the frequency of a status report?
- How do I use an alternative calendar for status reports?
Using Workflow Manager 7
- How do I create a workflow project?
- How are workflow action items configured?
- What happens once workflow has been initiated?
- How do I view workflow action items?
- How do I pause workflow?
- How do I resume workflow?
- How do I cancel workflow?
Managing Work 21
- How do I change the status of gated work?
- How do I change the status of non-gated work?
- How do I view a work's history?
- How do I subscribe to alert subscriptions for work?
- How do I capture a baseline for my entire project?
- How do I edit permissions?
- How do I assign approval roles?
- How do I nominate a best practice?
- How do I approve or reject a best practice nomination?
- How do I change ownership of descendants?
- How do I change the status of a descendant?
- How do I change the way PowerSteering calculates the percent complete for a project?
- How does the manual percent complete method work?
- How does PowerSteering calculate automatic percent complete methods?
- How does the associated gated process percent complete method work?
- How do I edit the tags of descendants?
- How do I reorder descendants?
- How do I copy or move work?
- How do I cancel work?
- How do I archive or unarchive work?
- How do I delete work?
Using Favorites 5
- How do I create a Favorites list?
- How do I access the Favorites Manager?
- How do I create a Quick Link from a Favorite?
- How do I update the description of my Favorites?
- How do I delete a Favorite?
Using My History 5
- How do I look at my history?
- How do I access History Management?
- How do I search my history?
- How do I delete information from my history?
- How do I create a favorite from my history?
Using Important Links 1
- How do I access important links?
Working with Microsoft Project 9
- What do I need to know about using MS Project with PowerSteering?
- How do I export a gated PowerSteering project to MS Project?
- How do I import an MS Project file into PowerSteering?
- How do I import resources and roles from MS Project to PowerSteering?
- How do I import roles from MS Project to PowerSteering?
- How do I update a resource assignment for MS Project?
- How do I update an existing PowerSteering project from MS Project?
- How do I update progress on a task within MS Project?
- How do I view PowerSteering custom fields in MS Project?

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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

Importing and Exporting Data

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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