Creating and Modifying Systems

This how-to article will help administrators to create and modify systems affected by projects. The user must have administrator access to the specific Project application.

Overview

There are times when projects in the request or governance phase can impact important production systems. To help your organization avoid surprises, the Systems section lets you create your own list of key systems, which you can selectively reference in project requests to highlight which systems might be affected, so you can plan accordingly. It is designed to be part of your risk management process.

This list might include systems such as Student Information Systems, Enterprise Resource Planning applications, Facilities Management systems, Learning Management systems, Procurement systems, etc. The project manager can then use the list of systems to immediately see what a project may affect.

Using Portfolio Planning Systems

Creating Systems

To create a system for your organization:

  1. Open the Project app admin UI:
    1. Project Application Admins: In Work Management, click View Applications, select the Project application, click the gear icon in the top-right corner, then select Admin from the menu
    2. Global Admins: In TDAdmin, go to Applications, then select the Project application
  2. Click Project and Request Sections, then Systems in the left navigation.
  3. In the Systems display window, click the +New button.
  4. In the New System popup window, enter the Name of the system.
  5. Click the Save button.

By default, systems are active when they are created.

Modifying Systems

To modify a system:

  1. In the Project app admin UI, navigate to Project and Request Sections > Systems.
  2. In the Systems display window, click the Edit link next to the system you’d like to modify.
  3. Update the system's name as desired.
  4. Click the Save button.

Deleting Systems

Unused systems should be removed.

To delete a system:

  1. In the Project app admin UI, navigate to Project and Request Sections > Systems.
  2. In the Systems display window, click the Delete link next to the system you’d like to delete.
  3. Click the OK button in the confirmation popup.
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