Introduction To Systems

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

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

Filter Buttons

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.

Filter Systems with the Grid Column Selector

The grid column selector is the set of search fields and menus at the top of the data columns, under the column headers. For example, the Portfolio Association menu shown below.

To filter Releases:

1. Go to Environment > Systems.
2. If the grid column filter is a:
   1. Search field: Type a search term.
   2. Drop down menu: Click to select a list item.
   3. Combo box: Click to select one or more checkboxes.
   4. Date field or date and time field: Select a date, or a date and time and click OK.
3. Press the Enter key on your keyboard to run the filter.

To clear a filter, click the gray cross.

Show/Hide Columns

To add or remove a column:

1. Go to Environment > Systems.
2. Select Show/Hide Columns from the Action menu.
   
3. Click to select or deselect field checkboxes.
   
4. Click Save & Close.

Show User Groups

Hover your mouse cursor over a User Group in the grid (if a column containing users is showing) to show the group members.

Use Query Builder

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 button  to open the quick access menu, which lists private and public queries.

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