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System settings control the behavior of the Portfolio Data Center application. You can view and change the system settings as per your environment needs.

View System Settings

To view the system settings, click Setup in the left navigation to access the Setup workspace, then click System Settings in the left navigation pane. You see the current list of system settings for the environment. There are several important system settings that allow you to customize the PDC application and engine behavior.

Modify System Settings

PDC allows only users who belong to Portfolio Data Center administrator's role to change system settings in the Settings workspace.

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  1. In Portfolio Data Center, from the left navigation, click Setup System Settings.
    You see the System Settings workspace with all the available settings for the current environment.
  2. Select the setting you wish to change and double click the Value field. The Value field becomes available for data entry.
  3. Enter the new value for the setting.
  4. Click anywhere on the workspace to save the change. The Last Modified On and Last Modified By fields updated to display your user ID and the current timestamp.

Important System Settings

The list below describes the system settings that help you to customize the PDC application and engine behavior.

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