Default Grid Views Customization

Default Grid Views Customization allows administrators to align the grid view setup for new users or for all users. This means that the selected users will all see the same grid columns in the same order.

The grids that can be given a default view using this customization are:

Only the column order of columns that are not hidden by default for new users (see below) are pushed. Not active grid filters or custom fields columns. 

To manage user grid views:

  1. Go to Settings > Customization > Site Settings.
  2. Click Default Grid Views.
  3. Push a grid view to new users and users who have not yet opened that module:
    1. Select a user’s grid view or the default grid view (Plutora Default) from the Set default view based on drop down menu.
    2. Click Submit.
  4. Push a grid view to all users:
    1. Select a user’s grid view or the default grid view (Plutora Default User) from the Set default view based on drop down menu.
    2. Click Push.

The following lists show the columns that are visible or hidden for new users by default. Hidden columns can be made viewable using the Grid Column Selector. (For example, see Show or Hide Columns using the Grid Column Selector for the Change page.)

Change

Columns that are visible by default for new users:

  • Lock/Unlock.
  • Portfolio Association.
  • ID.
  • Name.
  • Priority.
  • Status.
  • Value Score.
  • Impacted Systems.
  • Raised By.
  • Raised Date.
  • Accountable.
  • Release ID.
  • Release Date.

Columns that are hidden by default for new users:

  • Theme.
  • Type
  • Assigned To.
  • Expected Delivery Date.
  • Parent Release ID.
  • Relates to.
  • Parent to.
  • Child of.

Insights

Columns that are visible by default for new users:

  • Release ID.
  • Release Name.
  • Systems.
  • Status.
  • Activities Summary & Progress.
  • Implementation Date.
  • Overdue Item (All, Mine).
  • TECR Due Today.
  • Testing Status (Test Progress, Open Defects).
  • PIR Items (Total, Action, Linked A/PM).
  • Escaping Defects (if the Enable the Escaping Defects on the Insights Dashboard checkbox is selected on the Insights Management Customization).

Columns that are hidden by default for new users:

PIR Items

Columns that are visible by default for new users:

  • PIR ID.
  • PIR Item ID.
  • Summary.
  • Raised By.
  • Category.
  • Status.
  • Impacted Systems.
  • Release ID.
  • I (Impacts).
  • A (Action).
  • RC (Root Cause).
  • PM (Preventative Measure).

Columns that are hidden by default for new users:

  • Sub-Category.
  • Theme.
  • Type.
  • Project Managers.
  • Release Name.

Releases

Columns that are visible by default for new users:

  • Release Packages (if the Enable Release Package checkbox is selected in Release Package Customization).
  • Release ID.
  • Release Name.
  • Portfolio Association.
  • Release Type.
  • Impacted Systems.
  • Phases.
  • Owner.
  • Implementation Date.
  • Blue Flag (link to Gates and Approvals page).
  • Status.

Columns that are hidden by default for new users:

Systems

Columns that are visible by default for new users:

  • Portfolio Association.
  • System Name.
  • Accountable Stakeholder.
  • Change Backlog.
  • Active.
  • Environment.
  • Next Release.

Columns that are hidden by default for new users:

  • Description.
  • Vendor.

TECRs

Columns that are visible by default for new users:

  • TECR Number.
  • TECR Title.
  • Type.
  • Assigned To.
  • Raised Date.
  • Start Date.
  • TECR End Date.
  • Environment Name.
  • Environment Group.
  • Description.
  • Release Packages (if the Enable Release Package checkbox is selected in Release Package Customization).
  • Parent Release ID.
  • Release ID.
  • Release Name.
  • Status.
  • Outage.
  • Outage Start Time.
  • Outage End Time.
  • Requester.

Columns that are hidden by default for new users:

TEBRs

Columns that are visible by default for new users:

  • TEBR Number.
  • TEBR Title.
  • Assigned To.
  • Start Date.
  • End Date.
  • Environment Name.
  • Environment Group.
  • Description.
  • Release Name.
  • Systems.
  • Status.
  • Type.
  • Raised Date.

No columns are hidden by default for new users.

Environments

Columns that are visible by default for new users:

  • Utilized.
  • Environment Name.
  • Group.
  • System.
  • Used For Phase.
  • Environment URL.
  • Environment MGR.
  • Status.

Columns that are hidden by default for new users:

  • Environment Group Name (shows values only when Environment Group Name is selected from the View By drop down menu).

Back to the top arrow

Was this article helpful?

1 found this helpful.