Environment Setup Customization

Environment Setup allows administrators to toggle the linked Environments feature.

The Linked Environments feature allows users to group Environments as parent, child, or grandchild. This saves users time when booking because when the parent Environment is booked, the child and grandchild Environments are booked too.

Environment Setup also allows administrators to set up the default values for the Environment Schedule.

Environments can be linked as parent, child, or grandchild in the Edit Environment pop up.

To link Environments:

  1. Go to Environment > Environment.
  2. Click on an Environment’s blue-linked Name to open the Environment.
    The Parent to:  and Child of:  boxes are found on the Details  tab.
  3. Click the green cross in one of the boxes. 
  4. Select one or more Environments by clicking to select the checkboxes.
  5. Click Save & Close.

Parent Environments can have any number of child or grandchild Environments. When the parent Environment is dragged and dropped in the TEBR pop up (with or without a Release) or the Enterprise, Project, or Independent Release pop ups, the parent Environment, and all its child and grandchild Releases will be selected.

The screenshot below shows an Environment in the Environments tab of the Project Release pop up. The number of Child and Grandchild have been circled. If the parent Environment was dragged and dropped into a Phase it and its three child and three grandchild Environments would be moved, making a total of seven Environments added with a single drag and drop.

To toggle linked Environments on and off:

  1. Go to Settings > Customization > Environments.
  2. Click Environment Setup.
  3. To turn linked Environments on:
    1. Click to select the Enabled checkbox.
    2. 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.
  4. To turn linked Environments off:
    1. Click to deselect the Enabled checkbox.
    2. 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 set the default values for users in Environment Schedule Environment Group View:

  1. Go to Settings > Customization > Environments.
  2. Click Environment Setup.
  3. Set the default values in Environment Schedule Environment Group view for new users:
    1. Click Release in Show Release/TEBR Information:
      1. Click Release in Show Release/Env. Group Color Scheme:
      2. Click Env. Group in Show Release/Env. Group Color Scheme:
    2. Click TEBR in Show Release/TEBR Information:
      1. Click Release in Show Release/Env. Group Color Scheme:
      2. Click Env. Group in Show Release/Env. Group Color Scheme:
  4. Select a color from the Release Color Scheme drop down menu or enter a Hex value.
  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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