Add Or Edit Independent Releases

Independent Releases are intended to stand alone and be separate from other releases, although they can also become Child Releases of Enterprise Releases.

Users can save time by duplicating an Independent Release rather than creating it from scratch.

Users can also create Enterprise and Project Releases.

See Introduction to Release Manager for how to filter and find Releases. Users can also bulk updateduplicateexport, and delete Releases.

Release Manager Nov 2016

If a user clicks a link to the new Independent Release pop up (https://[[Your Plutora Domain]]/?independent=) and is prompted to log into Plutora, they will now be taken to the new Independent Release pop up rather than the page they were viewing the last time they were logged into Plutora.

Change Workflow

Workflows allow administrators to control the way Releases are processed. Using the Release Status Customization, administrators can set:

  • The sequence of Release Statuses for each Release Type.
  • The User Groups or User Roles that have the permission to update each Release Status.

For instance, a Release Type might have a workflow based on the Release Statuses: Draft > Active > Complete. All User Roles might have permission to Release the Release Status from Draft to Active, but only a Manager User Role might have permission to Release the Release Status from Active to Complete. This workflow would allow managers to check each Release before it is completed.

If the Enable Release Workflow checkbox is selected in Release Status Customization, users can click Expand Workflow Expand Workflow to view the Release’s workflow path. Clicking Collapse Workflow Collapse Workflow hides the workflow.

 

To add or edit an Independent release:

 

  1. Go to Releases > Release Manager.
  2. Add or edit:
    1. Add: Select Independent from the Add New drop down menu.
      Release Manager add new independent
    2. Edit: Click the blue links to open the release. Click to edit the Release Status drop down menu.
      Release Manager blue links
      The Release pop up opens.
      Independent Release tab Oct 5 2017
  3. Type the Release ID. (Mandatory field.)
  4. Type the Release Name. (Mandatory field.)
  5. Type the Description.
  6. Add or edit Linked Releases:
    Linked Releases provide a record of the relationships between other Releases, as well as a shortcut. Click the Linked Release to open it.

    1. Click to select a relationship link from the + Link drop down menu:
      Linked Releases Oct 6 2017 add a link
      Available relationships are:

      • Relates to.
      • Parent to.
      • Child of.
    2. Click the Live Search combo box below + Link and select the checkboxes of one or more Releases.
      Linked Release combo box Oct 6 2017
    3. Click a green cross button Circle Green Cross Button to add the Linked Releases.
    4. Remove a Linked Release by clicking the white X.
      Remove Linked Releases Oct 6 2017
  7. Fill in the fields under the Additional information panel and tabs:
    • This panel has replaced the Additional Information tab.
    • The All tab containing all fields has been replaced by an Other tab, on the right of the other tabs, containing fields that have not had a tab allocation.
    • The Additional Information tab contains custom fields and tabs, which administrators have added using Release Custom Fields Customization. These fields will vary between each Plutora installation. Please consult your administrator for the procedure for filling in these fields.
      If a user lacks permission to see a custom field tab’s fields, that tab will now be hidden for that user. (The permission is set in Release Custom Fields Customization.)
  8. Manage Phases or Gates:
     Phases and Gates may be set to push from their Enterprise Release. See Release Setup Customization

    Independent Release Phases and Gates Oct 6 2017

    1. Click Show to open the Phases and Gates panel.
    2. To add a Phase or Gate:
      1. Click + New and choose Phase or Gate.Phases and Gates Independent and Project Oct 10 2017 new
        The new Phase or Gate will appear in the list.
      2. Double-click Click to add phase name or Click to add gate name and select the Phase or Gate name from the drop down menu.
         Administrators can manage available Phases and Gates using  the Release Phase Customization and the Release Gate Customization.
      3. Double-click Start Date and End Date and choose a date.
      4. Click Save.
    3. To delete a Phase or Gate:
      1. Select one or more of the Phases and Gates using the checkbox column on the left.
      2. Click Delete.
        Phases and Gates Independent and Project Oct 10 2017 delete
    4. To change the date or time of a Phase or Gate:
      1. Click to select the Start Date or End Date.
        Phases and Gates Independent and Project Oct 10 2017 start date
      2. Edit the date and time.
      3. Click away from the calendar pop up to close it.
      4. Click Save.
        If any Environments are associated with the Phase or Gate, the Environment Booking Smart Alerts pop up will open.
        Environment Booking Smart Alerts pop up
      5. Click to select from Options:
        1. Accept all conflicting booking dates and keep its current values: This is the default value but it keeps the date of the old booking, even though the date of Phase or Gate may have changed. Selecting this option may mean that the Environments are no longer correctly booked for the Phase or Gate.
        2. Shift all conflicting bookings dates to new phase dates: Move the old booking dates to the new Phase dates. If you choose to shift all conflicting bookings, the status of those bookings will be reset to Pending.
          Unless the Environment or Environment Group have been set to auto approve. 
        3. Manage booking dates one by one.
      6. Click Continue.
    5.  To Bulk Update the dates of Phases and Gates:
      1. Select two or more of the Phases and Gates using the checkbox column on the left.
      2. Click Bulk Update.
        Phases and Gates Independent and Project Bulk Update Oct 10 2017
        The Bulk Update pop up opens.
        Bulk Update menus closed
      3. Change dates in one of the following ways:
        Bulk Update Pop Up

        1. Shift dates by a number of days:
          1. Click to select the Shift radio button.
          2. Select:
            Start and end dates
            Or:
            End dates. 
          3. Select:
            Forward
            Or:
            Backward
            .
          4. Type the number of Days.

          Or:

        2.  Select a new Start Date or End Date:
          1. Click to select the Select New radio button.
          2. Select a Start Date or an End Date.
      4. Click to select the Release Activities Smart Move checkbox if you would like to update and move Activities and Criteria dates too.
        Administrators can choose to include or exclude weekends or Blockout Periods from Phase or Gate durations using the Release Phase Customization or the Release Gate Customization.
    6. Click Hide to close the Phases and Gates panel.
      Phases and Gates Independent and Project Oct 10 2017 hide
  9. Under the right-hand panel:
    Independent Release right-hand panel Oct 6 2017

    1. Click to select a Type. (Mandatory field.)
       Administrators can customize Release Type using the Release Type Customization.

      Scheduler Color is based on the selected Type.
    2. Click to select a Portfolio Association. (Mandatory field.)
    3. Click to select a Status. (Mandatory field.)
       Administrators can customize Release Status using the Release Status Customization.
    4. Click to select a Risk Level. (Mandatory field.)
       Administrators can customize Risk using the Risk Level Customization.
    5. Type a Location.
    6. Select a Release Dependency: The parent Enterprise Release of the Independent Release.
      When editing the Dependency, the new Phase/Gates Migration pop up will help users to select how the Phases and Gates and their associated Activities and Criteria from the Parent and Child Release are handled.

      Phases Gates Migration pop up Independent
      Administrators can customize the Dependency field label

      1. There are four scenarios. Select the following radio buttons:
        1. Remove ALL Phases/Gates and Inherit All Phases/Gates: Remove all the Phases/Gates from Child Release and inherit all the Phases/Gates from Parent Release:
           User Story: As a Release Manager, I would like to move a Release to a different Parent Release quickly and I do not want to lose any data, or make a decision around what associated items are to be discarded. I want to retain the ability to come back to this Release in the future and remove any unnecessary Phases, Gates, Activities, and Criteria. 

          1. Old Parent Release Phases/Gates:
            • Phases/Gates: Deleted.
            • Bookings: Deleted.
            • Activities/Criteria: Deleted.
          2. Unique Child Release Phases/Gates:
            • Phases/Gates: Deleted.
            • Bookings: Deleted.
            • Activities/Criteria: Deleted.
          3. Unique New Parent Release Phases/Gates:
            • Phases/Gates: Copied from the new Parent Release.
            • Bookings: Skipped.
            • Activities/Criteria: Copied from the new Parent Release.
        2. Maintain All Phases/Gates and Do not inherit Phases/Gates: Maintain all the Phases/Gates from the Child Release and do not inherit any Phases/Gates from Parent Release:
          User Story: As a Release Manager, I would like the ability to make a correction to the Parent Release selected for a Project Release. As this item is already deployed I want to keep all Child Phases/Gates and associated Activities and Criteria, and not inherit anything from the Parent Release, as the Parent Release does not accurately reflect the dates items took place.

          1. Old Parent Release Phases/Gates:
            • Phases/Gates: Deleted.
            • Bookings: Deleted.
            • Activities/Criteria: Deleted.
          2. Unique Child Release Phases/Gates:
            • Phases/Gates: No changes.
            • Bookings: No changes.
            • Activities/Criteria: No changes.
          3. Child Release Phases/Gates Common with the new Parent Release Phases/Gates:
            • Phases/Gates: No changes.
            • Bookings: No changes.
            • Activities/Criteria: No changes.
          4. Unique New Parent Release Phases/Gates:
            • Phases/Gates: Skipped.
            • Bookings: Skipped.
            • Activities/Criteria: Skipped.
        3. Maintain ONLY Phases/Gates that have Start Dates less than or equal to today and Inherit FUTURE Phases/Gates: Maintain Phases/Gates that have start date less than or equal to today, and inherit future Phases/Gates:
          User Story: As a Release Manager, I would like the ability to retain all historical completion dates and Activity statuses when I move a Project from one Enterprise Release to another. When my Project slips to a later Release, I do not want to lose all historical data/dates, I only want to inherit future due dates/statuses.

          1. Old Parent Releases Phases/Gates:
            • With a past Start Date for the Phase or Gate:
              • Phases/Gates: Remain with no changes.
              • Bookings: Remain with no changes.
              • Activities/Criteria: Remain with no changes.
            • With a future Start Date for the Phase or Gate:
              • Phases/Gates: Deleted.
              • Bookings: Deleted.
              • Activities/Criteria: Deleted.
          2. Unique Child Release Phases/Gates:
            • With a past Start Date for the Phase or Gate:
              • Phases/Gates: Remain with no changes.
              • Bookings: Remain with no changes.
              • Activities/Criteria: Remain with no changes.
            • With a future Start Date for the Phase or Gate:
              • Phases/Gates: Deleted.
              • Bookings: Deleted.
              • Activities/Criteria: Deleted.
          3. Child Release Phases/Gates Common with the new Parent Release Phases/Gates:
            • If a new Parent Release Phase/Gate Start Gate is in the past or today:
              • With a past Start Date for the Child Phase or Gate:
                • Phases/Gates: Remain with no changes.
                • Bookings: Remain with no changes.
                • Activities/Criteria: Remain with no changes.
              • With a future Start Date for the Child Phase or Gate:
                • Phases/Gates: Deleted.
                • Bookings: Deleted.
                • Activities/Criteria: Deleted.
            • If a new Parent Release Phase/Gate Start Gate is in the future:
              • With a past Start Date for the Child Phase or Gate:
                • Phases/Gates: Remain with no changes.
                • Bookings: Remain with no changes.
                • Activities/Criteria: Remain with no changes.
              • With a future Start Date for the Child Phase or Gate:
                • Phases/Gates: Updated with the new Parent Release dates.
                • Bookings: Environment Bookings Smart Alert pop up will ask for more information.
                • Activities/Criteria: Copied from the new Parent Release.
          4. Unique new Parent Release Phases/Gates:
            • Parent entities with a past Start Date:
              • Phases/Gates: Added as ‘Ignored’.
              • Bookings: Skipped.
              • Activities/Criteria: Skipped.
            • Parent entities with a future Start Date:
              • Phases/Gates: Copied from the new Parent Release.
              • Bookings: Skipped.
              • Activities/Criteria: Copied from the new Parent Release.
        4. Maintain ALL Phases/Gates and Inherit All Phases/Gates: Maintain all Phases/Gates from the Child Release and inherit the Phases/Gates from Parent Release: This is the default option. Use if you would like to manually manage your Phases and Gates.
          User Story: As a Project Manager, I would like the ability to track release specific Phases and Gates in addition to the Enterprise-level Phases and Gates. I would like to inherit Enterprise Phases and Gates but also keep the Phases, Gates, and dates that I am tracking at the Project level.

          1. Old Parent Release Phases/Gates:
            • Phases/Gates: Deleted.
            • Bookings: Deleted.
            • Activities/Criteria: Deleted.
          2. Unique Child Release Phases/Gates:
            • Phases/Gates: No changes.
            • Bookings: No changes.
            • Activities/Criteria: No changes.
          3. Child Release Phases/Gates Common with the new Parent Release Phases/Gates:
            • Phases/Gates: No changes.
            • Bookings: No changes.
            • Activities/Criteria: No changes.
          4. Unique New Parent Release Phases/Gates:
            • Phases/Gates: Copied from the new Parent Release.
            • Bookings: Skipped.
            • Activities/Criteria: Copied from the new Parent Release.
    7. Select an Owner.
       Owner field is populated by Stakeholders with Accountable RACI status selected under the Stakeholder tab. The field is grayed out until Accountable Stakeholders are added and the Release is saved. 
    8. Created On shows the Release’s creation date and is not editable.
    9. Last Updated shows the Release’s creation date and is not editable.
    10. Select an Implementation Date. (Mandatory field.)
    11. Select a Release Package.
      Release Packages are a way of grouping Releases. Administrators can customize Release Package using the Release Package Customization.
    12. Manage Attachments

      1. Manage URLs:
        1. Add a URL:
          1. Click + New.
          2. Click Add URL.
            Add URL
          3. Type a valid URL in the URL Link field.
          4. Click Save & Close.
        2. View a URL:
          1. Click the view button.
            View Attachment
          2. Click the X in the top right corner to close the attachment.
        3. Delete a URL:
          1. Click the delete button.
            Red Trash Bin Delete Button
      2. Manage files:
        1. Add a file:
          1. Click + New.
          2. Click Add file.
          3. Click to select an attachment.
          4. Click Open.
        2. View a file attachment:
          1. Click the view button.
            View Attachment
          2. Click the X in the top right corner to close the attachment.
        3. Download a file attachment:
          1. Click the download button.
            Download Attachment
            Your attachment should start downloading immediately.
            Save the file to your hard drive if prompted.
        4. Delete a file attachment:
          1. Click the delete button.
            Red Trash Bin Delete Button
  10. Click Save.

 

 

Systems tab Inde Oct 10 2017
Users set whether Systems are impacted by or receive a regression risk from a Release under the Systems tab.

To select Systems:

  1. Click Systems tab.
  2. Live Search for Systems or Portfolio Associations or view a tree menu of Portfolio Associations by clicking the right side of the drop down menu.
    Independent Release portfolio associations May 2017 red rectangle
    Administrators can control who can create and delete public queries in the Release Systems tab Query Builder using the Create/Delete Release Systems Public Query Builder user permission

  3. Drag and drop Systems into:
    1. Code Implementation Dependency: To show that the System is impacted by the Release.
    2. Regression Verification Dependency: To show that the Release poses a regression risk to the System.
    3. The up-to-two custom Systems Subtypes.
      The two custom Systems subtypes can be enabled using the Systems – Subtypes Customization.
  4. Click the Free Text field to make it editable so you can type text.
    Administrators can toggle the visibility of the Free Text field using the Release Setup Customization.  
  5. Fill in the up to five System Custom Fields.
    As System Custom Fields vary with each Plutora instance, please consult your administrator for instructions. They are also subject to the field permission added in System Custom Fields Customization.
  6. Click Save.

To manage Systems comments:

  1. View comments:
    1. Click the numbered black circle Systems tab comments button next to the Comments button.
  2. Reply to a comment:
    1. Click Reply below a comment.
    2. Click the comments field and type your comment.
    3. Click Send.
  3. Add a comment:
    1. Click the comments  Comments button Releases pop up Systems tab button next to the System.
    2. Click the comments field and type your comment.
    3. Click Send.
  4. Edit a comment:
    You can only edit your own comments. 

    1. Click Edit.
    2. Click the comments field and edit your comment.
    3. Click Send.
  5. Delete a comment:
    Currently, comments cannot be fully deleted. 

    1. Click Edit.
    2. Click the comments field and delete the text of your comment.
    3. Click Send.

 

The Event tab allows users to track the events associated with their Release. Events added under this tab will be displayed on the Release Calendar.

To add or edit Events:

  1. Click Event tab.
    To see the Events tab, users must have View Non-Enterprise Release Tabs – View Events Tab user permission enabled, and Add/Update/Delete Events in Project Releases user permission to add events. 
  2. Click New Event.
    Event tab new event
  3. Click ID and type an Event ID.
  4. Click Name and type the name of the event.
  5. Click Description and type the description of the event.
  6. Select an event type from the Type drop down menu.
  7. Select an event portfolio from the Portfolio drop down menu.
  8. Select an event status from the Status drop down menu.
  9. Select the event date from the Date drop down menu.
  10. Click Update.
  11. Click Save.

To delete Events:

  1. Click the red delete button beside the Event.
    Event delete button

To sort Events or add or remove columns:

  1. Hover your mouse cursor over a column header.
    The header menu button appears.
    User Management Header Menu
  2. Click the header menu button.
  3. Manage columns:
    1. Select Columns from the header menu.
    2. Select or deselect column checkboxes to toggle column visibility.
  4. Sort a column:
    Ascending: Click Sort Ascending.
    Descending: Click Sort Descending.
    A green or gray arrow pointing in the sort direction will appear on the column header.

Administrators can perform the following customizations of the Event tab:

 

Changes will be shown that are related to your chosen systems.

To show changes impacted by your release:

  1. Click Change tab.
  2. Search for systems using Live Search.
    If no Systems have been selected under the Regression Verification Dependency panel in Systems tab, no Changes will appear in Live Search. 
  3. Drag and drop systems into the Change in Project Release column.
  4. Click Save.

Environments tab Project Oct 10 2017

Now, administrators can use Title Names Customization to customize the name of the Environment module where it appears throughout Plutora.

To show the Environment Groups and Environments associated with your Release:

  1. Click the Environments tab:
    • Now the Environments tab shows Environments organized into Environment Groups and allows users to book whole Environment Groups (or the Environments inside them).
      Administrators can prevent users from viewing and booking Environments and Environment Groups outside their Portfolio Association by selecting the My Portfolio Association checkbox for the Restrict Site-Wide View of Environments user permission
  2. To add an Environment or Environment Group to a Phase:
    If no Systems are selected under the Regression Verification Dependency panel in Systems tab, no Environments or Environment Groups will appear when Environments tab open.

    1. Live Search for:
      Live Search only works on the Environments and Environment groups already selected under the Regression Verification Dependency panel in Systems tab. 

      • Environments.
      • Environment Groups.
    2. Search for available Environments by selecting the Phase from the Is Available for drop down menu:
      • After selecting a Phase from the Is Available for drop down menu, status boxes will appear on each Environment on the left with the following colors:
        • Red for a Conflict (it is already booked at the time of the Phase).
        • Green for Available (free to be booked for the Phase).
    3. Environments can have child and grandchild Environments. Dragging and dropping an Environment with child and grandchild Environments will drop the parent Environment, and the child and grandchild Environments.
    4. Click the Phase toggle switch until it is blue and On.
      Toggle Switch On
    5. Click to select Environment checkboxes or Select All checkboxes to select entire Environment Groups. Checked Environments will move together when dragged and dropped.
    6. Drag and drop selected Environments or Environment Groups into the Phase (up to a maximum of 100 Environments).
      View Edit Release pop up Independent with dates red rectangleIndividual Environment booking times are now shown.
  3. Check for Environments or Environment Groups that have a Conflicts.
    Remove conflicting Environments by clicking the X.
  4. Click Save.

See My Environment Bookings tab on the Environment Requests tab to see all bookings made through the Release pop up.

 

Stakeholders tab Ind Oct 10 2017

Hover your mouse cursor over a User Group in the RACI Matrix column to show the group members.
User Groups pop up v44500

To manage Stakeholders:

  1. Click the Stakeholders tab.
  2. Manage Stakeholders:
    1. Import Stakeholders from impacted Systems:
      All the Stakeholders from all the impacted Systems (no matter what subtype) will be imported with the same Role and Stakeholder RACI.
      Users must have the Update Enterprise Release user permission.

      1. Click Import Stakeholders.
        Import Stakeholders pop up
        If the Import Stakeholders button is grayed out, the impacted Systems have no Stakeholders.
      2. Click to select one or more Role checkboxes from the Role combo box.
      3. Click to select one or more Stakeholder RACI checkboxes.
      4. Click Import.
        Stakeholders will not be duplicated if they already appear in the Release or appear more than once in impacted Systems. 
    2. Add a Stakeholder:
      1. Click Add Stakeholders.

        When users are added as stakeholders more than once, they will appear as a stakeholder only once with all their Roles and Stakeholder RACI Roles merged.
        For example, if a stakeholder with Role A and all the RACI Roles was added again with Role B and no RACI Roles, the stakeholder would appear only once with Roles A and B and all the RACI Roles.

        Add Stakeholders

      2. Select a name from the Name drop down menu.
        You can also select User Groups.
      3. Select a role from the Role drop down menu.
        Administrators can add roles using the Stakeholder Role Customization.
      4. The Email field is not editable.
      5. Click to select a Stakeholders RACI checkbox.
        You can add multiple Accountable stakeholders. The first Accountable stakeholder will appear next to the Release in the Release Manager column in Release Manager.
      6. Click Add & Close.
      7. Click Save.
    3. Delete a Stakeholder:
      1. Click to select a Stakeholder.
        The Stakeholder will highlight in yellow.
      2. Click Remove.

Under Activities tab, you can perform one or more of the following actions:

  1. Filter Activities and Criteria:
    • Hide or unhide Activities (Phase) and Criteria by clicking the Hide Phases and Hide Gates buttons.
      Activities tab Independent Oct 10 2017 filter buttons
    • Click on the status links to filter by those statuses.
      Activities tab Independent Oct 10 2017 statuses
    • Select a name from the Filter by Assigned drop down menu to show only the Activities and Criteria assigned to that entity.
      Activities tab Independent Oct 10 2017 filter by assigned
    • Click Clear Filter to remove filtering.
      Activities tab Independent Oct 10 2017 clear filter
  2. Edit the following fields directly from the Activities tab grid:

     Users must have the Update Activity user permission to update Activities and Criteria. 

    • Activity ID:
      • Click the cell to edit the field, click the blue link to open the Activity.
      • This field can only be edited in the Enterprise Release, if the Release Dependency Association checkbox in Release Setup Customization has been checked and the Activity or Criterion was created in the Enterprise Release.
    • Title: Click the cell to edit the field, click the blue link to open the Activity.
    • Status
    • Assigned To: Select a User who is a Stakeholder, a User who is a member of a User Group which is a Stakeholder or a User Group that is a Stakeholder.
    • Phase/Gate: Select from the list of Phases and Gates within this specific Release.
    • Forecast Date
    • Start Date
    • Due Date (requires the Update Activity Due Date user permission).
  3. Hover your mouse cursor over a User Group in the Assigned To column to show the group members.
  4. Manage Activities and Criteria:
    Release Activities now have Custom Fields and Custom Lists.

    1. Add Activities or Criteria:

      1. Click the Add New drop down menu on the bottom-right of the pop up and select:
        • Activity.
          Project Release Activities pop up with custom fields activity.png
          Or:
        • Criterion.
          Project Release Activities pop up with custom fields criteria
      2. Type an ID.
      3. Type a Title.
      4. Type a Description.
      5. Click to select a Type radio button:
      6. For Activities:
        • Activity.
        • Milestone.
        • Stage Gate.
        • Decision Point.
      7. For Criteria:
        • Entry Criteria.
        • Exit Criteria.
      8. Fill in the Additional Information fields:
        The Additional Information panel contains custom fields and tabs, which administrators have added using the Release Activity Custom Fields and the Release Activity Custom Lists Customizations. These fields will vary between each Plutora installation. Please consult your administrator for the procedure for filling in these fields.
      9. Click to select a Stakeholder from the Assigned To drop down menu.
        Only Stakeholders selected under the Stakeholders tab will appear here.
      10. Set the Date & Time:
        1. For Activities:
          1. Click to select a Release Phase from the Assigned to Phase drop down menu.
            The start and end dates of the Phase will appear.
        2. For Gates:
          1. Click to select a Gate from the Assigned to Gate drop down menu.
            The start and end dates of the Gate will appear.
        3. Click to select a Forecast Date.
        4. Select a start date and time from Start Date and click Done.
        5. Select an end date and time from Due Date and click Done. (Mandatory field.)
      11. Manage Attachments:
        1. Click Save if adding a new Activity.
        2. To add attachments:
          1. Click Add Attachment.
          2. Click to select the attachment.
          3. Click Open.
        3. To add a URL:
          1. Click Add URL.
            Add URL
          2. Type a valid URL in the URL Link field.
          3. Click Save & Close.
      12. To view an attachment or URL:
        1. Click the view button.
          View eye change
      13. To download an attachment:
        1. Click the download button.
          Download change attachment
      14. To delete an attachment or URL:
        1. Click the delete button.
          Delete Change attachment
      15. Click to select a Status. (Grayed out if Child Push has taken place using the Enterprise Framework. Edit the Status from the Parent Release.)
      16. Select the Completed On date. (Grayed out if the Status is not Complete.)
      17. Select the Actual Completed On date. (Grayed out if the Enable Actual Completed Date checkbox is not selected in Release Setup Customization.)
      18. Click Save.
    2. Duplicate an Activity or Criterion:
      1. Click to select the checkbox of an Activity or Criterion.
      2. Select Duplicate from the Action drop down menu.
      3. Click to select a Set Duplication Location radio button.
        1. Use Current Release: Save to the current release.
        2. Use Different Release/s: Type the Release ID or Release Name.
      4. Click Duplicate.
    3. Bulk update Activities or Criteria:
      1. Click to select two or more activities or criteria checkboxes.
      2. Select Bulk Update from the Action drop down menu.
        Activities tab Independent Oct 10 2017 bulk update
      3. Under the Activity Information tab do one or more of the following:
        1. Click to select a User or User Group from the Assigned to drop down menu.
           Only Users or User Groups selected under the Stakeholders tab will appear.
        2. Select a Phase or Gate from the Assigned to Phase/Gate drop down menu.
        3. Select a Status.
        4. Select a Forecast Date.
        5. Shift Dates:
          Bulk Update Activities Set New Dates

          1. Select the start, end, or both start and end dates.
          2. Select the direction that the dates need to be shifted.
          3. Type the number of Days.
        6. Select a Start Date.
        7. Select an End Date.
        8. Find and replace text:
          1. Type the text that needs to be found in Find.
          2. Type the text to replace the found text in Replace.
        9. Click Save.
      4. Under the Additional Information tab:
        The Additional Information panel contains custom fields and tabs, which administrators have added using the Release Activity Custom Fields and the Release Activity Custom Lists Customizations. These fields will vary between each Plutora installation. Please consult your administrator for the procedure for filling in these fields.
      5. Click Save & Close.
    4. Delete an Activity or Criterion:
      1. Click to select the checkboxes of one or more Activities or Criteria.
      2. Select Delete from the Action drop down menu.
    5. Import Activities from XLS:
      1. Select Download Template from the Import Activities drop down menu.
      2. Open the template in Microsoft Excel.
      3. Add Activities.
      4. Select Import from XLS  from the Import Activities drop down menu.
      5. Upload the template.

Linked Items include TECRsTEBRs, and Deployment Plans:

  1. Click the Linked Items tab.
  2. Filter your linked items by clicking the View by radio buttons.
  3. Click Save.

 

Add capacity sizing items:

  1. Click the Capacity tab.
  2. Fill in the Capacity custom fields:
    • These fields have added by administrators using the Capacity Custom Fields Customization.
    • These fields will vary between each Plutora installation.
    • Please consult your administrator for the procedure for filling in these fields.
      If a user lacks permission to see a custom field tab’s fields, that tab will now be hidden for that user. (The permission is set in Capacity Custom Fields Customization.)
  3. Type the capacities in the two columns to the right of the Total column.
  4. The buckets will fill up with the following colors:
    • Red: Overcapacity.
    • Amber: Full capacity.
    • Green: Under capacity.
  5. Click Save.

 

The comments tab allows users to comment on the release and answer other user’s comments.

To add a comment:

  1. Type your comment into the Enter Comment Here field.
  2. Click Send.

To edit a comment:

  1. Click Edit on the comment.
  2. Edit the comment.
  3. Click Update.

Delete a comment:

  1. Click Delete on the comment.
  2. Click Yes.

 

  1. Click Save & Close.

 

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