Introduction to Systems

Introduction

A system or application provides a business service and is typically owned by an organization. There are numerous systems needed to deliver all the business services of an enterprise. Access this feature to view, add and edit Systems in Plutora.

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

Pre-requisite

You must have the ‘System Manager’ user permission.

Environment > Systems

System Grid Layout and Features

On the Systems page, you can:

  • View, search, and filter Systems
  • Add and edit Systems
  • Manage Automated Jobs
  • Duplicate Systems
  • Bulk update Systems
  • Delete Systems
  • Export Systems To XLS

Search and Filter Options

My Filter

Click ‘All’ for the following filter options:
  • 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.

Grid Column Filter

The grid column filter is the set of search fields and menus at the top of the data columns, under the column headers.

To filter using the Grid Column, 

  • Search field: Type a search term.
  • Drop-down menu: Click to select a list item.
  • Combo box: Click to select one or more checkboxes.
  • Date field: Select a date and click OK.

Press the Enter key to run the filter. To clear the filter, click X next to the filter value.

Use Query Builder

Query Builder allows you to create and save your own private searches and use public searches.

You must have the ‘Create/Delete Public Query Builder’ user permissions to create, edit or delete public queries.

To use Query Builder, click  on the Systems page. See Query Builder for more information. Clickingopens the quick access menu, which lists private and public queries.

Show/Hide Columns

The ‘Systems’ grid has a number of default columns, you can show or hide these columns using the ‘Show/Hide’ feature.

  1. Click .
  2. Select Show/Hide Columns.
  3. The ‘Systems Columns’ pop-up displays. Check/uncheck the columns that you want to show/hide respectively. 
  4. Click .

Export Systems to XLS

You can export only those Systems that are available on the grid. Filter your Systems using the above options to alter the data to export. 

To export to XLS, click and then click Export to XLS.

Your excel file should start downloading immediately. If it doesn’t, check your pop-up blocker settings. Save the file to your hard drive if prompted.

More Information

Show User Groups

Hover your mouse cursor over a user group in the ‘Accountable Stakeholders’ column to show the group members.

Related Articles

Contents

Be the first to find out about new features. Subscribe to the Release Notes email.

Was this article helpful?

Thanks for your answer!