Stakeholders are individuals or entities who can affect or be affected by your organization's activities.


While Stakeholders' contact information is stored on the platform, they aren't given access to PowerHub until they receive a formal invitation from an administrator (more on that here). Your Stakeholder List can serve as a directory of contacts and be used as an input source to populate certain Form fields.





 This article will discuss:

  1. Adding Stakeholders
  2. Stakeholder Actions
  3. More Actions 
  4. Making use of your Stakeholders 


Adding Stakeholders


You can add new Stakeholders from the Sections Bar of the relevant Projects or Portfolios you're working with. Find these Projects or Portfolios via their respective tabs in the MyBar.









Click Image_2019-01-15_at_11.06.22_AM.png Add New  on the right side of the Stakeholders header.






The only required field for adding a stakeholder is the contact's name (marked with *). Use the Image_2019-01-15_at_11.06.22_AM.png Add Contact Method  button to add additional contact fields to their file. 






After you're happy with the stakeholder's details, hit the Save & Close button to finalize.


Stakeholder Actions


Once your Stakeholders have been created, you can interact with their contact files in several ways (if you don't see some of these options, it's likely you don't have permissions to view them).






Use Attachment.JPG Attachments  to link (attach) any relevant document to a Stakeholder.  If the  document already resides in PowerHub, simply create the link by clicking on the Attachment.JPG BROWSE icon, or if the document is not in PowerHub, you can click on the Upload.JPG UPLOAD icon and it will automatically be linked to the Stakeholder you're working with.


The Tasks_0.JPG Tasks  section allows you to assign Tasks specific to the contents of the Stakeholder you're working on. For a more in-depth look at how to create Tasks for your Stakeholder, see our article here.


To help keep track of activities or discussions, you can make Note.JPG Notes  that will stay exactly where they need to be, with the Stakeholder!


The Comms.JPG Communications  tool is a quick and easy way to send an email regarding the Stakeholder in question, directly from PowerHub. You can also attach a document to the email, similar to linking a document to your Stakeholder.


Edit Image_2019-01-15_at_12.05.43_PM.png Allows you to change the Name, Company Name, Primary Email, Stakeholder Groups and/or Address of a Stakeholder.


Use the Image_2019-01-15_at_12.15.15_PM.png Delete button if you no longer need a record of that Stakeholder.


Your administrator will also have the option to invite Stakeholders to your organization using the Image_2019-01-15_at_12.23.29_PM.png Invite as Member  button, given a valid email address has been provided. 


More Actions 


Use the Image_2019-01-10_at_4.29.07_PM.png More Actions  menu to access additional actions you can take with your Stakeholders.






Exporting Stakeholders


The Image_2019-01-15_at_1.55.07_PM.png Export  button allows you to export a summary of your Stakeholders list to a number of different formats. Simply click on your preferred format and the conversion will start automatically.






Printing a Summary of your Stakeholders


From the Image_2019-01-10_at_4.29.07_PM.png More Actions  menu you can also print a Stakeholder summary.






Note that this printer-friendly layout can also be exported to other formats just like we did above.


Making use of your Stakeholders 


PowerHub makes use of Stakeholders for more than just record keeping. They also serve as a resource to help you populate Forms, and a tool for filtering as your list of Stakeholders grows. 


Stakeholders as an Input Source 


As you work with more and more Forms in various applications (for example, Forms used to set up Reports), you're likely to come across dropdown menus that use your Stakeholder list as an input source to make selections from.






During the Form design process, dropdown list Form fields aren't functional until they're assigned a corresponding list of content to choose from. Your Stakeholder directory is often used as a source to populate these menus, especially when the dropdown list name refers to individuals or entities. (the image above shows an "Issued By" dropdown list using the project's Stakeholders).


Stakeholder Groups


Once you begin to add larger volumes of Stakeholders, you can stay better organized by assigning your Stakeholders to groups. Stakeholder groups allow for filtering, making it easier to keep track of many individuals and organizations. 


To filter using Stakeholder groups, head to the Stakeholders section of the project or portfolio you want to apply filter to. Then, click the green filter button in at the top right corner.






The first field in the Filter menu is titled Stakeholder Groups (yes, this is a dropdown list which has been assigned a list of Stakeholders for you to choose from). You can choose multiple entries from this list.








When your happy with your selection, select APPLY to activate the filter.




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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