General

PowerHub is the platform our clients use to manage their assets, whether they be renewable energy assets or any other infrastructure or business asset. The platform offers a variety of features that allow you to centralize and organize your asset's key information and data to ensure asset intelligence. By enabling automated monitoring, sorting and reporting you can easily manage your projects throughout their life-cycles.

 

 

 

 

This article will also discuss:

  1. The MyBar
  2. Contact Us
  3. User Profile
  4. Organizations, Portfolios and Projects 
  5. Tasks
  6. Dashboards 
  7. Information Cards
  8. Sections Bar
  9. General Navigation 

 

The MyBar

 

The core segments of the platform are accessible via the MyBar (you can always find it at the top of your screen, no matter where you are on the platform).

 

Think of this bar as the doorway to your belongings in PowerHub. It takes you to your personal Dashboard; to every portfolios and projects you have access to; and to all the tasks that are relevant to you.

 

 

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To return to the login screen, use the Logout.PNG Logout button.

 

Use the Contact_Us.PNGContact Us page to access our Helpdesk and direct contact information.

 

Your User-Account.PNG User Profile lets you make changes to your name, password, and set default language.

 

Settings.JPGManage Organizations is used by administrators to carry out tasks ranging from adding new projects to managing security settings.

 

Within the scope of your permissions Portfolios, Projects and Tasks all link to a masterlist of their respective categories.

 

Dashboard is a customizable interface designed to give you quick access to your commonly used features and information.

 

 

Contact Us

 

You can contact the PowerHub team via phone or email as provided below, or, you can always contact your Customer Success Specialist directly. To access PowerHub's Contact UsImage_2019-01-14_at_2.28.21_PM.png page, click the icon in the MyBar.

 

 

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On our contact page, you can reach us via email or phone for feedback and support. Speaking of support, have you heard about our Helpdesk? (hint: if you're reading this then you've already stumbled upon it!). In any case, there's always a link back to our helpdesk here.

 

 

Email for support: support@powerhub.com

 

Email for feedback: feedback@powerhub.com            

           

Phone: 1-855-POWRHUB (1-855-769-7482)

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When you get to the Helpdesk landing page, you'll find three broad sections: Announcements, FAQs, and the Knowledge Base. Use Announcements to keep up with the latest Helpdesk developments, FAQs for quick answers to frequent questions, and the Knowledge Base for in depth articles aimed at guiding you through the platform.

 

 

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Access our social media and blog, product features and benefits, and an introduction to the amazing team behind the development of Powerhub.

 

Sign into the platform from here as well, or request a demo if your not already a subscriber. 

 

 

If you want to search this content at any point, click on the blue Support Image_2019-01-14_at_4.08.20_PM.png button at the bottom right and enter your query. You can follow provided links based on your search or leave us a message concerning your questions.

 

 

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User Profile

 

After being invited to PowerHub as a new organization member, you'll receive a link via email to set up your user profile.

 

You'll then be asked to set a profile name (Profile), password, and preferred language (User Preference). PowerHub is currently offered in English, French, German, Japanese, Portuguese and Spanish (Latin America).

 

You can always Image_2019-01-15_at_12.05.43_PM.png Edit these setting via the User-Account.PNG User Profile (displayed as your profile name) button on the right side of the MyBar.

 

 

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Organizations, Portfolios and Projects 

 

Organizations are teams on the platform (for example, the fictional Solar Group 20), with each Organization then having one or more Portfolios, which are a collection of their Projects. So Solar Group 20 might have a France portfolio, which is a collection of their 20 projects across France.

 

The overall hierarchy of the platform is Organization > Portfolio > Project. In this example, that might be Solar Group 20 > France Portfolio > Wind Farm 4. 

 

A Project is the lowest level in PowerHub, and it's the customizable systems of managing Projects—which are either under development or considered to be an asset—that are at the core of PowerHub's functionality.

 

If you're an Administrator, you'll find more information on setting up Projects and Portfolios in our Administrative Tools article.

 

 

Tasks

 

The Tasks section of the MyBar gives you an aggregate list of all tasks either assigned to you or on your watch list, across all portfolios and projects you have access too.

 

 

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Like many areas of the platform, you can use the 91202176.png Search and 91202189.png Filter buttons to narrow down this list.

 

For a more in-depth look at Tasks and how to use them, see our article here.

 

 

Dashboards

 

Your Dashboard is a prime example of PowerHub's ability to centralize your data and make it useful; they're found in three places on the platform including users' login screens (your personal dashboard) and dashboards specific to portfolios, and projects.

 

 

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All of these Dashboards can be customized by adding, editing or deleting different widgets. The following videos explain how to customize your Dashboards:

 

 

 

 

  

Information Cards

 

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When a Project or Portfolio is created (an action that can only be performed by administrators), certain pieces of information are requested. The portfolio/project name, organization, address, city, and start date are basic details that become part of an Information Card in the Portfolio or Project listings.

 

To highlight a specific portfolio or project (ensuring that it appears at the top of your listings), click on the star icon in the top-right corner of the portfolio or project information card.

 

 

 

 

 

 

 

 

 

 

 

 

 

Sections Bar

 

The Sections Bar is a central navigational tool granting access to features you have permissions to use. It appears on the left-hand side of your portfolios and projects.

 

 

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Within the Sections Bar, you can toggle between two menus giving you access to "front-end" 91199743.pngPortfolio/Project Overview features, and "back-end" 91199191.pngPortfolio/Project Setup features. If you're an administrator or have been given the right permissions, you'll find the setup menu button just below the project name.

 

 

Portfolio/ Project Overview

 

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The Overview menu grants access to all of PowerHub's front-end features for use after setup is done. The Overview page itself acts as a Dashboard for specific portfolios or projects, while remaining sections offer numerous ways to edit and interact with them. For more information, refer to our Knowledge Base for an in-depth look at each section.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Portfolio/ Project Setup

 

 

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The Setup menu contains back-end, setup-oriented features primarily for use by administrators. Sections within the setup menu are used to set up things like forms, reports, and integrations with third-party data monitors. You can find more information about these sections here.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

General Navigation 

 

You'll find some common navigational tools throughout the platform to make your life easier.

 

 

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Bulk Editing and List Views 

 

Bulk Editing  Checkbox_0.JPG allows you to change the same parameters you can change when editing a single item, but for all the those selected. 

 

By checking the box at the far left under the section name, all items in the list below will be selected (in this example a list of tasks). On the contrary, you can select individual items from a list to include in a bulk edit.

 

A count of how many items selected and a button to access the Edit.JPG Edit menu will appear after selecting multiple items.

 

 

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Next to the Bulk Edit checkbox are two buttons that allow you to Image_2019-02-05_at_1.29.47_PM.png Collapse and Image_2019-02-05_at_1.30.31_PM.png Expand details associated with list items. Listed items are expanded by default, but condensing them is often helpful when trying to find a specific item.

 

Search and Filtering 

 

The Image_2019-02-08_at_12.28.44_PM.png Search and Image_2019-02-08_at_12.27.33_PM.png  Filtering buttons are tools found in section headers throughout the platform, designed to help you sort through large volumes of data.

 

 

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Search

Use the search button to search the titles of any list of items you see the button above.

 

Filtering 

Since the search function only queries titles of items you're searching through, the Filter tool can be used to pick out more specific details and data ranges. 

 

Filtering options are unique to the section you're working with; the example below is a filter menu built for Tasks:

 

 

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When your happy with your selected filtering options, click Apply to see a filtered list of items.

 

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If you need further assistance, please contact your organization's Administrator. As an Admin, if you need further assistance, please submit a Ticket or contact your Customer Success Specialist directly.

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