Creating and Modifying Systems

This how-to article will help administrators to create and modify systems affected by projects. The user must have access to Portfolio Planning in the TDAdmin interface.

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 allows you to create your own list of key systems, which can then be selectively referenced as appropriate 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. In TDAdmin, navigate to Portfolio Planning.
2. Click the Systems link 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 TDAdmin, navigate to Portfolio Planning.
2. Click the Systems link in the left navigation.
3. In the Systems display window, click the Edit link next to the system you’d like to modify.
4. Update the name of the system as desired.
5. Click the Save button.

Deleting Systems

Unused systems should be removed.

To delete a system:

1. In TDAdmin, navigate to Portfolio Planning.
2. Click the Systems link in the left navigation.
3. In the Systems display window, click the Delete link next to the system you’d like to delete.
4. Click the OK button in the confirmation popup.