Configure General System Settings

HID_admin_configure_general
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HID_admin_configure_general
As an administrator, configure system settings to manage documents, view your advanced reporting options, and select consistent chart colors. You can also change a company name, enable TSV links, add site links, and manage field text translation.
 
 
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Set Options for Document Management
You can set options that allow documents to be accessed, file scanned, and downloaded.
You can limit the file extensions that are authorized when uploading documents. After you specify the file extensions, a message appears listing the supported extensions whenever you upload a document. The file extension must match the supported extensions. Otherwise, the file does not upload and a warning appears on the resulting page.
If you do not specify a file extension list, you can upload any file regardless of its file extension.
 The file extension setting does not apply to documents that you upload using XOG.
 
Follow these steps: 
 
  1. Open Administration, and from General Settings, click System Options.
  2. The following fields in the Document Manager Options section require explanation:
    •  
      Authorized File Extensions
      Defines a list of file extensions that are allowed for uploading. Out-of-the-box all file extensions are supported. To allow specific file extensions only, enter a comma-separated list of file extensions. To allow all file extensions, leave the field blank.
    •  
      Enable File Scanning of Documents
      Select the check box to scan the uploaded documents. If the check box is clear, uploaded documents are not scanned.
      Default:
       Cleared
  3. Save the changes.
Set Other System Options
You can set other system options, such as company name, graph formats, financial cost of capital, document download, and file compression.
 
Follow these steps:
 
  1. Open Administration, and from General Settings, click System Options.
  2. In the Other section, complete the following fields and save your settings:
    •  
      Company Name
      Defines your company name that is displayed on the about page.
      Limit:
       80 characters
    •  
      Annual Total Cost of Capital %
      Defines the annual finance rate that is used to calculate the total cost of capital of an investment.
    •  
      Annual Reinvestment Rate %
      Defines the annual interest rate that is used to reinvest positive cash flow of an investment.
    •  
      Ignore Non-Labor Roles/Resources in Cost Plan Population
      Specifies whether team allocation or assignment ETC from non-labor resources and roles is skipped during the autopopulation of a cost plan. For example, Populate from Investment Team. When the option is cleared, all data for an investment is included in the cost plan. The option is unselected by default.
    •  
      Chart Colors
      Specifies custom colors for use with charts. To enter the name and hexadecimal RGB values for a new color, click Color Palette.
    •  
      Use Consistent Chart Colors
      Defines whether you want to use consistent chart colors.
      Default:
       Cleared
      Select the check box.
    •  
      Use GZip HTML Encoding
      Specifies the use of compression for HTML pages.
      Default:
       Selected
    •  
      Maximum Rows for Export To Excel
      Specifies the maximum number of rows of data a user can export when using the Export to Excel (Data Only) option. Leave the field blank if you want no limit.
       Your system administrator can set an upper limit for the number of rows separately to control application resources. You may not be able to export unlimited amounts of data.
Set Default Financial Metric Rates
You can set the total cost of capital and reinvestment rates. Such rates help calculate financial metrics of investments, such as NPV, ROI, IRR, MIRR, payback period, and a breakeven date. You can overwrite the defined default rates at the investment level.
 
Follow these steps: 
 
  1. Open Administration, and from General Settings, click System Options.
    The system options page appears.
  2. In the Other section, complete the following fields:
    •  
      Annual Total Cost of Capital %
      Defines the annual finance rate that is used to calculate the total cost of capital of an investment.
    •  
      Annual Reinvestment Rate %
      Defines the annual interest rate that is used to reinvest positive cash flow of an investment.
  3. Save the changes.
Create Custom Chart Colors
You can create a chart color palette at the system level that allows the system to assign colors to a created chart. The palette applies even when you have selected the Use Consistent Chart Colors option. If you do not create a chart color palette, the system assigns chart colors using the out-of-the-box color palette.
You can add an unlimited number of colors to a color palette. When you add a color to the color palette, your custom color palette replaces the out-of-the-box color palette. To reactivate the out-of-the-box palette, remove or empty the custom palette. Only one color palette can be active at any given time.
When you create a custom chart color palette, you can also change the order in which a color picks from the palette. The consistent color key (selected at the chart level) uses this order to distribute colors in the chart. If you do not specify an order, then the system uses the order that you used to assign a color.
In addition, you can delete custom chart colors or can reorder the colors.
 
Follow these steps:
 
  1. Open Administration, and from General Settings, click System Options.
  2. In the Other section of the System Options page, click the [Color Palette] link for the Chart Colors field.
  3. Click New on the Chart Colors page.
  4. Complete the following fields:
    •  
      Name
      Defines a name for your color.
    •  
      RGB
      Specifies the hexadecimal value that represents a color for your chart.
      Example:
       The character combination 0000FF specifies the color Blue.
  5. Save the changes.
    The changes are saved and the chart colors page appears.
  6. Click Order.
    The chart color order page appears.
  7. Define the order for assigning colors in the color palette, and save.
Select Consistent Chart Colors
Set consistent chart colors at the system level. Colors are then assigned based on the consistent color key that is defined at the chart portlet level. The consistent color key is a metric or attribute in the chart. The color key that you select determines the color that is assigned to the chart portlet across all charts.
For example, suppose you select the Status attribute as the consistent color key and one of the values of this attribute is "Pending." All charts that use the Status attribute as their consistent color key have the same color for the value "Pending."
Consistent Chart Colors specifies whether to assign colors to charts based on the consistent color key that is defined at the chart portlet level. When you select Consistent Chart Colors, the Consistent Color Key and Use Consistent Colors options display on the configuration of the Chart portlet.
 
Follow these steps:
 
  1. Open Administration, and from General Settings, click System Options.
  2. In the Other section of the System Options page, complete the following field:
    •  
      Use Consistent Chart Colors
      Defines whether you want to use consistent chart colors.
      Default:
       Cleared
      Select the check box.
  3. Save the changes.
Change a Company Name
You can change the company name that appears on the 
Clarity Project and Portfolio Management (PPM)
 About page.
 
Follow these steps:
 
  1. Open Administration, and from General Settings, click System Options.
  2. In the Other section of the System Options page, complete the following field:
    •  
      Company Name
      Defines the name that displays as your company name on the 
      Clarity Project and Portfolio Management (PPM)
       about page.
      Limits:
       80 characters
  3. Save the changes.
Enable the TSV Links (Export to Microsoft Excel)
Select the Enable TSV links for the Export to Excel option to export both the TSV data and the TSV links to Excel. Only the permissible number of TSV links are displayed. Disable this option to export only the TSV data and not the TSV links.
 Microsoft Excel has a limitation and only supports 65,530 Hypertext References (HREF) when exporting any data from 
Clarity Project and Portfolio Management (PPM)
 to Microsoft Excel. Because of this Excel limitation, hyperlinked cells with a count of more than 65,530 are not displayed as linkable in the Excel spreadsheet. If the TSV links exceed this limit, you receive an error.
Add Site Links
You can add, change, and delete site links that appear in the Site Links section of the overview pages. By default, this section displays the Favorite Photo section on the right side of the page.
If you no longer require a link, delete the link.
 You can test the link by viewing page links from the Site Links section of the overview page.
For more information, see 
Getting Started
.
 
Follow these steps:
 
  1. Open Administration, and from General Settings, click Site Links.
    The page links page appears.
  2. Click New.
    The create page appears.
  3. Complete the following fields, and save:
    •  
      Link Name
      Defines the name of the page link that displays on the overview page.
      Limit:
       32 characters
    •  
      URL
      Defines the web address that is used to display the page when you click the page link. Enter the correct URL link because 
      Clarity Project and Portfolio Management (PPM)
       does not validate the URL.
      Limit:
       240 characters.
Manage Field Text Translation
You can provide different language localizations for selected field text on the Administration pages. You can include the translations for different languages, based on your company requirements. The translation function is available if you see the following Translate icon next to a field:
 The Translate icon appears next to fields that you can localize. 
 
Follow these steps:
 
  1. Click the Translate icon next to any field that displays this icon.
     For example, the Translate icon appears with the Action Name field. Click Administration, Data Administration, Processes and select a process (or create a new process). Click Start Step and select one of the Actions (or create and save a new action). The Action Name field shows the Translate icon.
  2. Enter the field text localization for each language that you require.
  3. Click Save and Return.