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:
Click 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 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.
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 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 BROWSE icon, or if the document is not in PowerHub, you can click on the UPLOAD icon and it will automatically be linked to the Stakeholder you're working with.
The 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 Notes that will stay exactly where they need to be, with the Stakeholder!
The 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 Allows you to change the Name, Company Name, Primary Email, Stakeholder Groups and/or Address of a Stakeholder.
Use the 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 Invite as Member button, given a valid email address has been provided.
Use the More Actions menu to access additional actions you can take with your Stakeholders.
The 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 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).
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.