Introduction To Environment Schedule

The redesigned Environment Schedule will be released for the US and UK in 2018.

The Environment Schedule page allows users to find and fix conflicting Environment Bookings by providing four different views from the Switch to drop down menu:

  • Conflict View: Environment Bookings by Environment.
  • Project View: Environment Bookings by Release.
  • Environment Group View: Environment Bookings by Environment Group.
  • Overview: Environment Bookings by Environment Group, Environment Phase, Environment System and Environment.
Now, administrators can use Title Names Customization to customize the name of the Environment module where it appears throughout Plutora.

This page also contains Environment Schedule permissions.

Administrators can prevent users from viewing and booking Environments and Environment Groups outside their Portfolio Association by selecting the My Portfolio Association checkbox for the Restrict Site-Wide View of Environments user permission.

Environment Schedule conflict view march 2017

In each of the three Environment Schedule views, conflicting environment bookings appear in the timeline, below the booking they are in conflict with.

For example, the environment in the image below from the Conflict View, AFL STANALONE PS&M, has been booked twice for the Release IR11000.

Conflicted Environments

Conflicting environment bookings will display a bar that is one of the following colors:

  • Red: Unapproved.
  • Yellow: Pending.
  • Green: Approved.

To fix a conflict:

  1. Go to Environments > Environment Schedule.
  2. Click to open the conflicting booking.
  3. Choose one of the following:
    1. Delete the booking.
    2. Change the dates so it no longer conflicts.

 

Conflict View

Find Conflict View by going to Environments > Environment Schedule and selecting Conflict View from the Switch to drop down menu.

Conflict View displays:

  • Environments (or Environment Groups if selected in View By) in the left-hand column:
    • Clicking them opens the Edit Environment pop up.
  • In the timeline are:
    • Releases:
      • Double clicking them opens existing Environment Bookings.
      • Users with the Approve Environment Allocation in Scheduler user permission can approve or reject Environment Bookings in Environment Schedule.
      • To prevent Environments from requiring approval, set them to auto approve.
    • TEBRs:
    • TECRS:

To find Environment Booking conflicts, use the following filters:

Change the way environments are grouped in the left-hand column by clicking the View By drop down menu and selecting:

  • System Grouping: Sort Environments by their System.
  • Environment Grouping: Sort Environment by the Environment Group.
  • Hide All Grouping: Sort Environment alphabetically by their title.

 

To filter by date range:

  1. Click to select a From date.
  2. Click to select a To date.
  3. Click View.

 

To filter by System:

  1. Click the System toggle switch.
    Filter Toggle Switch Release Schedule
  2. Live Search for a System.
  3. Drag and drop systems into the Selected column.
  4. Click Save & Close.
  5. Click View.

 

To filter by Environment:

  1. Click the Environment toggle switch.
    Filter Toggle Switch Release Schedule
  2. Live search Environments or Environment Groups by clicking the radio buttons and searching.
  3. Drag and drop Environments into the Selected column.
  4. Click Save & Close.
  5. Click View.

 

To filter by Release ID/Name:

  1. Click the Release ID/Name toggle switch.
    Filter Toggle Switch Release Schedule
  2. Click to select an Enterprise, Project or Independent checkbox.
  3. Live Search for the release name or ID.
  4. Drag and drop releases into the Selected column.
  5. Click Save & Close.
  6. Click View.

 

To hide the legend:

  1. Click to select the Hide Legend checkbox.
  2. Click View.

 

To hide the labels on the Release bars in the Timeline:

  1. Click to select the Hide Release Labels checkbox.
  2. Click View.

 

To hide the red line that marks today’s date in the Environment Schedule:

  1. Click to select the Hide Today Line checkbox.
  2. Click View.

 

To hide the yellow pop ups that appear with more information when your mouse cursor hovers over an item, such as a gate or an Environment Marker, in the Environment Schedule:

  1. Click to select the Hide Tooltips checkbox.
  2. Click View.

 

To hide Environment Clashes:

  1. Click to select the Hide Environment Clashes checkbox.
  2. Click View.

 

To hide Unallocated Environments:

  1. Click to select the Hide Unallocated Environments checkbox.
  2. Click View.

 

To save your filter pattern so it can be loaded later:

  1. Click Save Filter.
  2. Type a Filter Name.
  3. Type a Description.
  4. Click to select a Viewable by radio button.
  5. Click Save & Close.

 

To open a saved filter:

  1. Click Load Filter.
  2. Select one of your saved filters from the My Filters drop down menu.
    or
  3. Select a public filter from the Public Filters drop down menu.
  4. Click Apply & Close.

 

To change timeline scale view:

  1. Select a time, for example, Weekly, from the Timeline Scale drop down menu.
  2. Revert back to the default scale by selecting All.

 

To view the Environment Schedule full screen:

  1. Click Full Screen View.
  2. Click Allow.
  3. Click Exit Full Screen View to go back.

 

 

In Conflict View users can also:

To create a new TEBR:

  1. Left click on the timeline on the TEBR start date.
  2. Drag your mouse cursor along the timeline to the TEBR end date.
    A blue highlight appears on the timeline between the first and last date selected.
    Edit TEBR pop up opens so you can add more information about your booking.

 



The name of the yellow TECR row is customized in Scheduler TECR Row.

To view TECRs:

  1. Click one of the blue wrench buttons Wrench in the left-hand column.
    The blue wrench does not appear if View By > Hide All Grouping is selected.

    The TECR Row containing TECRs appears.
    Activity row
  2. Click the blue wrench button again to close the TECR row.

To edit a TECR:

  1. Click on the TECR in the TECR row.
    The Edit TECR pop up opens.

To add a TECR:

  1. Left click on the TECR row timeline on the TECR start date.
  2. Drag your mouse cursor along the timeline to the TECR end date.
    A blue highlight appears on the timeline between the first and last date selected.
    Add TECR pop up opens so you can add more information about your booking.

 

Project View

Find Project View by going to Environments > Environment Schedule and selecting Project View from the Switch to drop down menu.

Project View displays:

  • Releases in the left-hand column.
  • Environments booked to those Releases in the timeline: Double clicking them opens existing Environment Bookings.
    Users with the Approve Environment Allocation in Scheduler user permission can approve or reject Environment Bookings in Environment Schedule.
  • TECRs: If you click the blue wrench buttons Wrenchnew roll will open, showing the TECRs for that Environment. For more information, see View, Edit and Add TECRs in the TECR row below.
  • Project Delay Environment Impacts: Click Impact Analysis to show the future impacts if a Project/Release is delayed.

All filters apart from Date Range, Full Screen View and Timescale View must be selected in Conflict View before switching to Project View view.

In Project View, users can also:

To view impacts that would occur if a Project/Release is delayed:

  1. Click Impact Analysis.
    Impact Analysis button in Environment Schedule red arrow
  2. Click to select a Release from the If Project/Release drop down menu.
  3. Type the number of days delayed or move the slider to select the number of days.
  4. Click to select either:
    1. Show future impacts for all Environments allocated to delayed Release:
      Or:
    2. Show future impacts only for this environment.
  5. Click Perform Analysis.

To add a new environment booking:

  1. Left click on the timeline on the environment booking start date.
  2. Drag your mouse cursor along the timeline to the environment booking end date.
    A blue highlight appears on the timeline between the first and last date selected.
    New Booking pop up opens so you can add more information about your booking.



To view TECRs:

  1. Click one of the blue wrench buttons Wrench in the left-hand column.
    The yellow TECR row appears.
  2. Click the blue wrench button again to close the TECR row.

To edit a TECR:

  1. Click on the TECR in the TECR row.
    The Edit TECR pop up opens.

To add a TECR:

  1. Left click on the TECR row timeline on the TECR start date.
  2. Drag your mouse cursor along the timeline to the TECR end date.
    A blue highlight appears on the timeline between the first and last date selected.
    Add TECR pop up opens so you can add more information about your booking.

 

Environment Group View

Find Environment Group View by going to Environments > Environment Schedule and selecting Environment Group View from the Switch to drop down menu.

Environment Group View displays:

  • Left-hand column:
    • Environment Groups: Environment Group color is now shown in the left-hand column to make it easier to track Environment Groups when TEBR Information is toggled on.
  • Right-hand column (timeline):
    • Releases with bookings for the Environment Groups in the left-hand column: Double clicking the Release opens the Edit Release pop up.
    • TEBRs (unassociated with Releases) for those Environment Groups in the left-hand column: Double clicking them opens the TEBR pop up.

All filters apart from Date Range, Full Screen View, and Timescale View must be selected in Conflict View before switching to Environment Group View view.

In Environment Group View users can:

To use Environment Schedule with the new TEBR Information and Release Information, and color scheme views:

  1. Go to Environment > Environment Schedule.
  2. Select Environment Group View from the Switch to drop down menu.
    Environment Schedule’s Environment Group View shows Releases and TEBRs.
    Environment Schedule Environment Group View June 2017
  3. Hover your mouse cursor over the color bars to open a tooltip showing which one is a Release and which one is a TEBR:
    • The image below is a Release.
      Release Env Group June 2017
    • The images below is a TEBR.
      TEBR pop up Env Schedule
  4. Click the Environment Bookings to open or edit them (if you have the correct user permissions).
  5. Environment Bookings made through TEBRs that are associated with Releases are flagged with a triangle (that is 50% darker than the main color) on their bottom-left corner.
    Release Env Schedule March 2017
  6. Click Booking Display Options to reveal the Show Release/TEBR Information and Show Release/Env. Group Color Scheme toggle buttons:
    Location of Booking Display Options red rectangle
    Booking Display Options

    1. For the Show Release/TEBR Information toggle:
      1. Click Release in Show Release/TEBR Information:
        1. Click Release in Show Release/Env. Group Color Scheme:
          • TEBRs and Releases appear as rectangles showing the Release Color Scheme color from Environment Setup.
        2. Click Env. Group in Show Release/Env. Group Color Scheme:
          • Environment Bookings made through TEBRs that are associated with Releases are flagged with a triangle (that is 50% darker than the main color) on their bottom-left corner.
            TEBR with a Release
          • Releases appear as rectangles showing their Environment Group color.
      2. Click TEBR in Show Release/TEBR Information:
        1. Click Release in Show Release/Env. Group Color Scheme:
          • TEBRs appear as rectangles that are the color of their TEBR Type, with a color bar at the bottom showing their TEBR Status color.
            TEBR Env Schedule June 2017
          • Releases appear as rectangles showing their Release Color Scheme color from Environment Setup.
        2. Click Env. Group in Show Release/Env. Group Color Scheme:

Environment Markers are labeled triangles that appear on the Environment Schedule under the Environment Group View. They can be used to represent events, deadlines or other date-based occasions.

Environment Schedule Markers

To add or edit an Environment Marker:

  1. Go to Environment > Environment Schedule.
  2. Select Environment Group View from the Switch to drop down menu.
  3. Add: Double click a vacant area of the Environment Schedule.
    Edit: Double click an Environment Marker.
    The Add New Schedule Marker pop up opens.
    Add New Schedule Marker Pop Up
  4. Type the Label.
  5. Select a Date.
    The Created and Requestor fields cannot be edited.
  6. Click the Color column and select a color from the drop down menu or enter a Hex value.
  7. Click to select or deselect the Show label on scheduler checkbox.
  8. Click Save & Close.

 

To create a new TEBR:

  1. Left click on the timeline on the TEBR start date.
  2. Drag your mouse cursor along the timeline to the TEBR end date.
    A blue highlight appears on the timeline between the first and last date selected.
    Edit TEBR pop up opens so you can add more information about your booking.

 



To view TECRs:

  1. Click one of the blue wrench buttons Wrench in the left-hand column.
    The yellow TECR row appears.
  2. Click the blue wrench button again to close the TECR row.

To edit a TECR:

  1. Click on the TECR in the TECR row.
    The Edit TECR pop up opens.

To add a TECR:

  1. Left click on the TECR row timeline on the TECR start date.
  2. Drag your mouse cursor along the timeline to the TECR end date.
    A blue highlight appears on the timeline between the first and last date selected.
    Add TECR pop up opens so you can add more information about your booking.

 


Overview

Find Overview by going to Environments > Environment Schedule and selecting Overview from the Switch to drop down menu.

Environment Schedule’s; new Overview view fully reflects component bookings through a tree structure, so that users can make an informed decision on what is booked where.

Overview displays the following tree structure of values:

  • Environment Group.
    • Environment Phases (‘Used for Phase’ field from Environment).
      • Environment System (‘System’ field from Environment).
        • Environment.

Due to the tree structure, Systems, Environments and Environment Groups, the dependencies between them and all corresponding bookings for Environments and Environment Groups will be shown.

Enterprise IT Environment Schedule Overview view

 

 

Permissions

The following user permissions are required to view and use the features of Environment Schedule.

The following user permission is required to view the Environment Schedule:

  • View Environment Manager.

 

The following user permissions are required to add and edit TECRs, TEBRs and Environment Bookings on the Environment Schedule:

  1. Approve Environment Allocation in Scheduler.
  2. Create Environment Allocation in Scheduler.
  3. Delete Environment Allocation in Scheduler.
  4. Create Environment Booking Request.
  5. Delete Environment Booking Request.
  6. Update Environment Booking Request.
  7. Create Environment Change Request.
  8. Delete Environment Change Request.
  9. Update Environment Change Request.

Find out how to manage user permissions here;.

 

Click the hourglass-shaped button History on the pop ups, which open after you click the blue links, to view the Audit History of that record. To see more information about Audit History, click here.

 

Back to the top arrow

Was this article helpful?

0 found this helpful.