PowerClerk Support Center

Project Pages
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Locating the Project Admin Page
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Channels
Questions to ask yourself
Locating the Channels feature
What are Channels?
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Channel Type: Mark as Child
Channel Type: Make Successor
Channel Type: Create Related Project
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Channel Type: Project Lookup
How to create a Channel
Channel Signals and Automations
Using Channels in Test Environments
FAQs
Communications
Questions to ask yourself
Locating the Communications feature
Creating Communication templates
Finding Data Tags
Images in Communications
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Project Attachments and Content Library Items
Smart Templates
Upgrading to Smart Templates
Upgrading when a Test Environment Exists
Broken Template Tags
Examples of Broken Template Tags
PowerClerk Mass Communication Policy
FAQs
Connections
Questions to ask yourself
Locating the Connections feature
What are Connections
How to Create a Web Connector
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Web Connector Payload Type Format
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Custom List Lookup
Create a Custom List Lookup
Utilizing Custom List Lookup
FAQs
Content Library
Questions to ask yourself
Locating the Content Library feature
Uploading content to the Content Library
Use with Communication Templates
Use for Front Page content
FAQs
Custom API IDs
Questions to Ask
Locating the Custom API IDs feature
How to edit a Custom API ID
FAQs
Data Fields
Questions to ask yourself
Locating the Data Fields feature
How to work with Data Fields
Custom Lists and Data Field Groups
Table form element
PV System + batteries element
FAQs
Deadlines
Questions to ask yourself
Locating the Deadlines feature
What are Deadlines
How to Create a Deadline
Deadline Automation Action Rules
Utilizing Project Admin Page for Deadlines
Communication Templates for Deadlines
Deadline Set/Satisfy Options
Program-Wide Deadline Actions
Reporting on Deadlines
Deadlines in Project List Columns
FAQs
Document Templates
Questions to ask yourself
Locating the Document Templates feature
How to define a new Template
How to define a new Merged Document
eSignatures
DocuSign template tags
Mapping eSignature tags
Smart Templates
FAQs
eSignature Envelopes
Questions to Ask
Locating the eSignature Feature
What are eSignature Envelopes?
eSignature Checklist: The Prerequisites to create a new Envelope
How to set up Advanced eSignature Envelopes Step-by-Step
How to add an eSignature Envelope to a form
eSignature Automation Trigger
Viewing Completed eSignature Envelopes
Resending eSignature Notifications
Canceling eSignatures
FAQs
Forms
Questions to ask yourself
Locating the Forms feature
How to create and edit Forms
Adding data fields
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VersaForms
Sensitive Data Fields
FAQs
Formulas and Calculated Fields
Questions to ask yourself
Locating the Formulas feature
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Formula Data Dictionary
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Rules of Formula References
Advanced Visibility Rules
Video Guides: Formulas
FAQs
Front Page
Questions to ask yourself
Locating the Front Page feature
How to edit the Front Page
FAQs
Incentive Design
Questions to ask yourself
Locating the Incentive Design feature
How to create and edit Incentive Designs
Incentive Options for One-Time Incentive Type
Incentive Design Options
FAQs
Milestones
Questions to ask yourself
Locating the Milestones feature
How to define a Milestone
FAQs
Project List Columns
Questions to ask yourself
Locating the Project List Columns feature
How to use Project List Columns
FAQs
Project Summary
Questions to ask yourself
Locating the Project Summary feature
How to edit the Project Summary
FAQs
Project Views
Questions to ask yourself
Locating the Project Views feature
How to edit Project Views
FAQs
Roles
Questions to ask yourself
Locating the Roles feature
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FAQs
Workflow
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Transitions
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Administration
Announcements
Locating the Announcements feature
Creating an Announcement
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Managing Announcement Topic Enrollment Via User Account
Prerequisites for Using Announcements
Business Days
Questions to ask yourself
Locating the Business Days feature
Setting up Business Days
FAQs
Dashboards
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Locating the Dashboards feature
How to create widgets in your Dashboard
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Data Import
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Locating the Data Import feature
Steps to Complete a Data Import
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Column Header Types
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FAQs
Duplicate Check
Questions to ask yourself
Locating the Duplicate Check feature
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FAQs
Import Projects
Questions to ask yourself
Locating the Import Projects feature
How to Import From V2
FAQs
Operation Status
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Locating the Operation Status feature
How to use the Operation Status feature
FAQs
Program Info
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Program Statistics
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Locating the Program Statistics feature
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User Administration
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Locating the User Administration feature
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Test Environment
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Locating the Test Environment feature
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Tools Menu
My Account
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Setting up Multi-Factor Authentication
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FormSense
Questions to Ask
Locating the FormSense feature
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Grant Access
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Locating the Project Grant feature
Locating the Grant Access feature
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ePayments
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Locating the ePayments History feature
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FAQ
PowerClerk API
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Integration Guide 001: How to configure an ArcGIS Connector – ArcGIS Implementation
Integration Guide 002: How to configure Electric Power Research Institute’s (EPRI) DRIVE Connect software with PowerClerk
PowerClerk Video Guides
Setting up Roll-up Reports
New User Video Guide
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Setting up Business Days
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API
Edit Forms - Tutorial #1
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Business Days

Account for your company’s days in office by configuring Business Days.

Business Days feature


Questions to ask yourself about Business Days:

Which days would you like your program to operate on?
Are there any block-out days and holidays that need to be identified so that timelines are appropriately set?
Do I need to recalculate existing Deadlines as a result of changes to my Business Days?

Locating the Business Days feature

Anyone in a Role with the Edit Business Day Calendar privilege can edit Business Days by opening the ADMIN menu and clicking on Business Days:

 

Locating the Business Days feature

Figure 1: ADMIN >> Business Days

 

How to setup Business Days

The Business Days feature within PowerClerk allows you to add or remove non-business days (such as holidays), set your program’s business week, and gives you a brief overview of the current year’s non-business days. Setting Business Days will impact the calculation of Deadlines (when measured in business days) and their associated Automations. This can also have an effect on communications that are triggered by approaching or expired deadlines and formulas resolving with dates.

 

Business Days Calendar

Figure 2: Business Days Calendar

 

To create a Non-Business Day, select any day within the calendar to enter the non-business day dialog as shown in Figure 3 below:

 

Adding a non-business day

Figure 3: Adding a non-business day

 

Note: The addition of new non-business days is not automatically accounted for within active (set) project deadlines. To reflect new non-business days for existing project deadlines, the “recalculate” operation must be triggered for each deadline desired to account for new non-business days. Deadlines set following the addition of new non-business days will account for the calendar addition. See Deadlines for more information.
 
By default, the following holidays are included as non-business days within the calendar:

  • New Year’s Day
  • Birthday of Martin Luther King, Jr.
  • Birthday of George Washington
  • Memorial Day
  • Independence Day
  • Labor Day
  • Veterans Day
  • Thanksgiving Day
  • Christmas Day

Program Designers also have the option to define a program’s Business Week by selecting the Change Business Week button, which will display a dialog window over the calendar to define your program’s Business Week. Confirm edits by selecting the Save Business Week button:

 

Setting the Business Week

Figure 4: Setting the Business Week

Video Guides

Setting up Business Days

This video shows how to setup Business Days within PowerClerk.

FAQs

Have additional questions? Contact us to nominate your FAQ and help others find answers to your own questions concerning this feature.

Create A Support Ticket

Not finding your answer here?  Submit a question to our support team at the PowerClerk Ticket System and leverage the PowerClerk team’s expertise.