How does the legend work?
The legend appears on numerous pages in PowerSteering and provides helpful information about the page you are working on. This article describes how the legend works.
PowerSteering
Topics
- PowerSteering System Requirements 1
- Working with Commonly Used Features 5
- Getting Started with PowerSteering 6
- Understanding the User Interface 5
- Using the Search Feature 5
- Using Help 7
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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
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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
- Working with Timesheets 8
- Working with Users 10
- Navigating the Home Page 3
- Using Quick Links 1
- Using My Inbox 4
- Creating a Project 5
- Working with Ideas 7
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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
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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
- Creating New Work 1
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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
- Working with the Visual Portal 7
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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
- Using the Financial Review 6
- Working with Portfolios 9
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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
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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
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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?
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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?
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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
- Managing Rate Codes 6
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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
- Managing the Work Tree 7
- Using the Summary Page 3
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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
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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?
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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?
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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?
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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?
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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?
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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?
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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?
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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?
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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?
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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
- Using Related Work 1
- Using Work Generation 4
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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
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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
- Using My History 5
- Using Important Links 1
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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?
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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