Getting Started – Upstream+

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Getting Started

Welcome to the Knowledge Base!

Greetings and welcome to the Knowledge Base! We are thrilled to have you on board and are ready to help you explore the diverse and powerful features our application has […]

Logging In

There are two ways to login to your account. If your organization has setup Single Sign-On (SSO), you can login using your Google or Microsoft accounts. If not, you can […]

Change Your Password

After first logging in with a temporary password, you can change your existing password from anywhere in the application by clicking your name/avatar in the upper right corner and then […]

LOS Settings

The LOS Settings page is where you configure organization-wide Lease Operating Statement behavior: select the correct financial system (important for imports), set the Chart of Accounts style, product mapping, default […]

Import LOS Data

How to download the multi-tab import template, prepare your export, upload via the importer (direct-to-S3 for large files), preview, validate, and run an import job that inserts LOS rows automatically. […]

Setting Up the LOS Layout

The LOS Layout builder lets you visually arrange how the Lease Operating Statement is rendered: create Categories, add Groups inside Categories, and drag Account/Line Items into groups. Remember to Save […]

Using the Lease Operating Statement (LOS)

How to run and interact with the main LOS view: choose View Mode (Activity / Accounting), set filters and dates, open collapsible groups, and drill into account-level transactions via the […]

Budget vs Actual (Summary View)

Overview of the Budget vs Actual summary: top-line clickable chips for Estimate, Actuals, and Difference and how to navigate to AFE / Well details. Key Controls How to use the […]

Budget vs Actual (Detail View)

Summary The Budget vs Actual — Detail View shows budget and actual information for a selected AFE / well, with collapsible category groups, per-line variance and variance %, and drilldown […]

Edit My Profile

The “My Profile” page displays your user information within the application. Your profile contains general information such as your name, email address, mobile phone, etc. and also includes system information […]

Roles, Seats and Permissions

The application mirrors your company’s unique roles and responsibilities. Roles are also used for setting access permissions. Let’s go through how to create custom roles for your organization.

Add/Manage Users

To Add or Manage Users in , use the navigation panel and select Administration > Manage Users. Here you will see a list of current users that primarily or secondarily […]