Bulk Update Environments

Users can save time by bulk updating environment information.

When bulk updating a field or a tab, data will either be replaced (in the case of text fields and drop down menus) or added (in the case of Stakeholders and combo boxes). Data cannot be bulk deleted.

Users must have the Update Environment user permission.  

To Bulk Update Environments:

  1. Go to Environments > Environments.
  2. Click to select the checkboxes of two or more Environments (left column of Environment Manager).
  3. Select Bulk Update from the Action drop down menu.
  4. Perform one or more of the following actions:
    1. Click the Environment Information tab and update:
      1. System.
      2. Integrated with.
      3. URL.
      4. Vendor.
      5. Used for Phase.
      6. Scheduler Display.
      7. Status.
      8. Icon.
      9. Select the This is a Shared Environment checkbox if the Environment can be booked multiple times simultaneously.
      10. Select the Any booking will be automatically approved checkbox to:
        • Make new TEBRs (with or without a Release) be automatically be approved and,
        • When users change the date and time of the Release Phases of EnterpriseProject, and Independent Releases, if they choose to also update booked Environments, these changed bookings will not need to be approved.
    2. Click the Additional Information tab:
      1. The Additional Information tab contains custom fields, which administrators have added using Environment Custom Fields Customization. These fields will vary between each Plutora installation. Please consult your administrator for the procedure for filling in these fields.
    3. Click the Stakeholders tab:
      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.

      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.
      6. Click Add & Close.
      7. Click Save.
      8. If you need to remove a Stakeholder you have just added via Bulk Update, click to select the Stakeholder and click Remove.
  5. Click Update.

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