Deployment Plan Library allows users to view, search and filter their Deployment Plans.
On the Deployment Plan Library page you can perform the following actions:
- Add or Edit Deployment Plans.
- Delete Deployment Plans.
- Bulk Update Deployment Plans.
- Duplicate Deployment Plans.
Open a Deployment Plan by clicking the blue-linked Name.
There are three levels of Deployment Plan in the Deployment Plan Library:
- Master Deployment Plans: These are marked with an M and can contain dependent child Deployment Plans.
- Dependent child Deployment Plans: These are located under their Master Deployment Plan and have a vertical black line beside them.
- Independent Deployment Plans: Deployment Plans can also be independent from Master Deployment Plans.
Click Deployment Plan Library tabs to filter Deployment Plans by their status:
- All: See all Deployment Plans.
- Draft: Draft Deployment Plans can be edited.
- Approved: Approved Deployment Plans are waiting to be executed and cannot be edited unless the user has the Update Deployment Plan in Approved and Execution Mode user permission.
- Execution: Deployment Plans that are being executed cannot be edited unless the user has the Update Deployment Plan in Approved and Execution Mode user permission.
- Completed: Completed Deployment Plans cannot be edited and can only be deleted by users with the Delete Deployment Plan in Completed State user permission.
Live Search searches for Deployment Plan Names.
To use live search:
- Go to Deployment > Deployment Plan.
- Type your search query into the Live Search field. Your search results will appear as you type.
Press Enter to immediately perform the search.
Click the Filter By buttons to filter by:
- My Portfolio Association: Show Deployment Plans for your portfolio association. Check which portfolio association you belong to in Settings.
- I’m a Stakeholder: Show Deployment Plans for which you are a stakeholder.
- All: Show all Deployment Plans.
Query Builder allows users to create and save their own private searches and use public searches. (Users must have the Create/Delete Deployment Plan Public Query Builder user permission to create, edit or delete public queries.)
To use Query Builder, click the funnel-shaped button on Deployment Plan Manager. See Manage Query Builder for more information.
The Status column shows the status of Deployment Plans as colored circles with the following captions:
- DR: Draft.
- AP: Approved.
- EXE: Execution.
- Blue tick: Competed or an exclamation mark if the Deployment Plan is incomplete beyond its end date.
The colors have the following meanings:
- Blue: Phase is completed.
- Green: Phase is in progress.
- Grey: Phase has not started.
- Black: Phase is incomplete and has passed its due date.