Mass Attach Measure Templates to Work Within a Portfolio

To streamline the process of attaching one or more measures to many work items, you can use the Mass Attach feature.

Note: Multiple measures can exist with the same name. This often occurs when users create multiple versions with updated information or keep a version available to make copies from quickly. Here are the ways in which multiple Measures with the same name are displayed:

Report Wizard: All instances of the same Measure are displayed when the measure name is selected from the list of available Measures.

Measure Mass Attach/Evaluate: If the Attach only if not already attached option is not selected, then every time a new instance of the Measure is created, it will be added to the work item.

Dashboard: The Dashboard only displays one instance of the Measure, which is always the most current version.

Visual Portals: All instances of the Measure are listed, allowing the user to select any desired.

Copy Project: All instances of the Measures are copied to the new Project (no values are copied).

Click Measures Library

Click Measures Library

  • Click the Review button on the Icon Bar, select Measures Library.

Click Mass Attach

Click Mass Attach

  1. Use the scroll bar to scroll to the bottom of the Measures Library page.
  2. Click Mass Attach.

Enter Mass Attach Settings

Enter Mass Attach Settings

  1. From the Portfolio drop-down menu, select a portfolio to attach measures to.
  2. From the Measures drop-down box, select one or more measure templates to attach to the portfolio.
  3. Select additional preferences as needed.
  4. Click Preview to see a summary of the mass attach as it is defined.

Attach only if not already attached: This option will prevent a measure from being attached to work that already has it attached.

Evaluate (upon attach): This option will cause measures that are within their effective dates to be evaluated once they have been attached.

Include on project summary pages: This option will cause the new measure to appear on the Summary page for each work item in the portfolio.

Notify owners (upon attach): This option will send a notification to the owners of the work items in the portfolio once the new measure is attached.

View Preview

View Preview

  • View preview of mass attach results.

Click Attach

Click Attach

  1. Adjust mass attach settings as needed after viewing preview.
  2. Click Attach.

View Results

View Results

  • View results of mass attach.

 

Including All Projects within a Program in a Mass Attach

Just because a program is included in a portfolio does not mean all of the program's projects are included as well. Because of this, the Mass Attach feature will not necessarily attach the measure to every project within a program. This is why some projects might not display a Mass Attached measure on their Summary pages.

In order to ensure that all projects within a program are included in a Mass Attach, you must update the portfolio's advanced settings.

To include all of a program's projects in a Mass Attach:

  1. Select Portfolios from Review in the Icon bar.

  2. Select the portfolio that you would like to perform a Mass Attach on.

  3. Click Edit.

  4. Click anywhere in the Advanced text box to launch the Formula Builder.

    Note: The Formula Builder can be intimidating to new users of PowerSteering. If you run into trouble, see The Formula Builder for more information or contact your PowerSteering Administrator for assistance.

  5. Type the following into the Formula Builder:

    IF !isNull(programParent(this)) THEN programParent(this)==@Project[PROGRAM NAME] ELSE false END

    Note: Formulas cannot be copied and pasted into the Formula Builder; they must always be typed in manually.

    Note: All objects must be entered into the Formula Builder using the Objects tab. In this case, you must enter "@Project[PROGRAM NAME]" using the Project drop-down menu. Scroll to the Program and click the green "+" icon to add it to the formula.

    Aside from this object, everything else in the formula needs to be typed in manually.

  6. Click OK.

  7. Click Save Changes on the Portfolio Details page.

All of the projects within your selected program will now display the Mass Attached measure on their Summary Pages.