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How to Personalize CA Clarity PPM › Work with Lists › List Options Toolbar

List Options Toolbar

The Options toolbar displays on the top of lists. The toolbar options help you manage the information included in lists.

Filter

Lets you filter the list with criteria you select. Double-click the toolbar or click the icons (+ or -) that appear next to the filter name to expand or collapse the filter. The filter in use is listed in the filter field. To see a list of saved filters, click the down arrow. For more information about filters, see Filter Lists.

Options Menu

Lets you access options that apply to the portlet being viewed. The options that appear can vary depending on the portlet. The following list shows some of the options that appear on the Options menu.

Configure

You can configure the list in the following ways:

  • Modify the list and filter fields.
  • Modify the list and filter layout.
  • Aggregate the information in columns.
  • Set the options for how the list displays.
  • Define the display settings for a Gantt chart.
  • Define the time period settings for a time-scaled value.

    Note: For more information, refer to How to Configure a List.

Multisort

Allows you to sort the information in a list using multiple columns. For more information about sorting, see Sort Lists.

Export to Excel (Data Only)

Exports the list to Microsoft Excel. No charts are included in this export. For more information about exporting, see Export Lists.

Note: Some lists display a Configuration icon in the Options toolbar. For these lists, you can set items that are selected from the list to display in a separate pop-up that floats above the workspace. The pop-up has the same functionality as a page presented in the workspace.