Introduction To Systems

The Metrics panel is now hidden by default for new users, resulting in a performance improvement.
Over the next few weeks, we will be updating our user interface to make it more consistent. The icons, buttons, fonts, formatting, and colors that appear in the screenshots below will be temporarily out of date.

Systems Manager allows users to view, search and filter their systems.

Open a system (by clicking the blue linked System Name) to view, edit or delete it.

Default Grid Views Customization allows administrators to align the grid view setup for new users or for all users.

Systems Manager

Live Search searches System Name.

To use live search:

  1. Go to Environments > Systems.
  2. Type your search query into the Live Search field. Your search results will appear as you type.
    Press Enter to immediately perform the search.


By default, System Manager’s grid column selector contains the following columns:

  • Portfolio Association.
  • System Name.
  • Description.
  • Accountable Stakeholder.
  • Change Backlog.
  • Active.
  • Environments.
  • Next Release.

Users can filter their Systems by typing their filter queries (or selecting from the drop down menus) at the top of each column and pressing the Enter key.

Users can also filter using their custom fields. To add custom field columns to the Systems Manager:

  1. Go to Environments > Systems.
  2. Select Grid Column Selector from the Action drop down menu.
  3. Drag and drop custom fields into Selected Columns.
    Fields in Grid Column Selector containing a padlock Padlock Locked Custom Field have been locked by administrators using System Custom Fields.
  4. Click Save & Close.
    The selected custom fields will appear as new columns to the right of the Next Release Column.

Hide custom field columns by selecting Clear Grid Column Filtering from the Action drop down menu.

Click the Filter By buttons to filter by:

  • My Portfolio Association: Show Systems for your portfolio association. Check which portfolio association you belong to in Settings.
  • I’m a Stakeholder: Show Systems for which you are a stakeholder.
  • All: Show all Systems.


Query Builder allows users to create and save their own private searches and use public searches. (Users must have the Create/Delete System Public Query Builder user permission to create, edit or delete public queries.)

Click the right side Query Builder buttonGrid column filter button to open the quick access menu, which lists private and public queries.
QB drop down

To use Query Builder, click the funnel-shaped button Funnel-shapped Filter button on System Manager. See Manage Query Builder for more information.



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