How do I add a new reference?

References are a relationship between two work objects and can either be manually added by a user or are automatically generated by PowerSteering. This article describes how to add a new reference.

1. Click Manage References

Click Manage References
  1. Click the Project button on the Icon Bar.
  2. Click References to expand the menu, then click Manage References.

Note: Clicking the Project button on the Icon Bar will take you directly to the summary page of the last work you visited.

2. Click Add New

  • Click Add New.

3. Add Reference(s)

  1. Click the References drop-down menu to locate your reference.
  2. In the Add References dialog box, locate the work object you want to use as a reference by using the Work Tree or searching on the Search tab and click on it to add it to the New Added section (you can add multiple references at one time).
  3. Click Save.

Note: You must have Edit permissions for a project in order to add a reference to it and you must have at least View permissions for the project that you are referencing.

4. Click Save

Click Save
  • Click Save.

5. View References

  • View newly added references.


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