Capacity Custom Fields Customization

Capacity Custom Fields appear under the Capacity Tab located in the Release pop up when adding or editing an Enterprise, Project, or Independent Release.

To add or Edit a Capacity Custom Field:

  1. Go to Settings > Customization > Releases.
  2. Click Capacity Custom Fields.
  3. Add or edit:
    1. Add:
      1. Click Add Field.
    2. Edit:
      1. Click to select the Capacity Custom Field.
      2. Click Edit Field.
  4. Type the Capacity Custom Field under the Value column.
    Custom Fields with a special character (!@#$%^*()+-=|\:/?,.&””<>{}[]_) as a Value cannot be added to Plutora Analytics workbooks
  5. Double click the Description column and type the Description.
  6. Click to select one of the following Description Display radio buttons:
    If Description is blank, nothing will display, even if a radio button is selected. 

    1. As Tooltip: The description will appear as a tooltip when users hover their mouse cursor over the i button beside the custom field label.
    2. Under Label: The description will appear as text under the custom field label. The description will also appear as a tooltip when users hover their mouse cursor over the description.
  7. Double click the Data Type column and select the Data Type of the field from the drop down menu:

  8. Manage Field Permissions: Field Permissions set the view, edit, and hide permissions for each field.
    1. Click the checkbox beside Access Permissions to activate permissions.
    2. Click Access Permissions.
    3. Select from the Select the permission type you would like to change drop down menu:
      • View Value: Field is always visible but users without the permission see a padlock.
        Field is locked
      • Edit Value:  Field is always visible and users with the permission can edit the field.
      • View Custom Field: Field is completely hidden to users without the permission.
        If a user lacks permission to see a tab’s fields, that tab will now be hidden for that user.
    4. Select from the By: drop down menu:
      • Individual: Click to select the checkboxes of one or more users.
      • Organization: Click to select the checkboxes of one or more organizations or Portfolio Associations.
      • Role: Click to select the checkboxes of one or more roles.
      • User Group: Click to select the checkboxes of one or more User Groups.
    5. Click Save & Close.
  9. Select a Release Structure by clicking a radio button:
    • All: Field will appear on all release types.
    • Enterprise: Field will appear on Enterprise releases only.
    • Other: Field will appear on all releases except Enterprise.
  10. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

 

To update the permissions of two or more Capacity Custom Fields at once:

  1. Go to Settings > Customization > Releases.
  2. Click Capacity Custom Fields.
  3. Click to select two or more of the checkboxes in the left-hand column.
    The Bulk Update Permissions button will be grayed out until two or more checkboxes are selected.
  4. Click Bulk Update Permissions.
  5. Select from the Select the permission type you would like to change drop down menu:
    • View Value: Field is always visible but users without the permission see a padlock.
      Field is locked
    • Edit Value:  Field is always visible and users with the permission can edit the field.
    • View Custom Field: Field is completely hidden to users without the permission.
      If a user lacks permission to see any of the fields in a tab, they will now be unable to see that tab.
  6. Select from the By: drop down menu:
    • Individual: Click to select the checkboxes of one or more users.
    • Organization: Click to select the checkboxes of one or more organizations or Portfolio Associations.
    • Role: Click to select the checkboxes of one or more roles.
    • User Group: Click to select the checkboxes of one or more User Groups.
  7. Click Save & Close.

Sort Manually

Sorting Capacity Custom Fields manually changes their order on the Additional Information tab.

Refresh your browser to sort manually after sorting alphabetically. 
To sort Capacity Custom Fields manually:

  1. Go to Settings > Customization > Releases.
  2. Click Capacity Custom Fields.
  3. Hover your mouse cursor over the sort column.
    The sort handle (six gray dots) appears.
  4. Left click and drag the sort handle to resort the Capacity Custom Field.
  5. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

Sort by Column Header

Sorting Capacity Custom Fields by column header only changes their order on the Customization page. To sort alphabetically on the Customization page by column header:

  1. Go to Settings > Customization > Releases.
  2. Click Capacity Custom Fields
  3. Click a column header.
    The Capacity Custom Fields will revert to their previous order when you click away from the Customization page.

 

Deleting a Capacity Custom Field will not delete it from Plutora. But it will no longer be available when creating new releases. To delete a Capacity Custom Field:

  1. Go to Settings > Customization > Releases.
  2. Click Capacity Custom Fields.
  3. Click to select the Capacity Custom Field.
  4. Click Delete Field.
  5. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

 

 

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