Introduction To Release Manager

The Metrics panel is now hidden by default for new users, resulting in a performance improvement.
Over the next few weeks, we will be updating our user interface to make it more consistent. The icons, buttons, fonts, formatting, and colors that appear in the screenshots below will be temporarily out of date.

Release Manager allows users to view, search and filter their Enterprise, Project, and Independent Releases.

Open a Release (by clicking the blue linked Release ID or Release Name) to view, edit, or delete it.

Users can use Release Manager to add and edit Enterprise, Project, and Independent Releases, and bulk update, duplicate, export, and delete Releases.

Default Grid Views Customization allows administrators to align the grid view setup for new users or for all users.

Release Grid User Settings menu contains:

  • The RAG (Red, Amber, and Green) Traffic Light and Release Highlights settings, which have been moved from the user settings menu.
  • Release Grid Edit Mode toggle switch, which toggles the ability to edit Release Custom Field data by clicking on the cell. See Edit Release Custom Fields in Release Manager below.

Learn more about how Traffic Lights function.

To use Release Grid User Setting menu to set up Traffic Lights:

  1. Go to Releases > Release Manager.
  2. Click the cogwheel-shaped Release Grid User Setting menu.Tab cog wheel
  3. Click the RAG status (Traffic Lights) drop down menu and select one of the following:RAG status menu
    1. Show Gates RAG only: Show only the Gates belonging to the Release as Traffic Lights.
    2. Show Phases RAG only: Show only the Phases belonging to the Release as Traffic Lights.
    3. Show both Phases & Gates RAG: Show both Phases and Gates.
    4. Show None (Disable RAG Traffic Lights): The default setting for new users. Show only the Status in the Status column. Do not show any Traffic Lights.
  4. Click the Late Release Highlighting drop down menu and select one of the following:Late Release Highlighting
    1. Release Implementation Date: The Release will turn red in Release Manager after the Release Implementation Date has passed.
    2. Release Last Phase End Date: The Release will turn red in Release Manager after the end date of the last Phase belonging to the Release has passed. (See the screenshot below.)
      Black and red highlighted Releases in Release Manager
  5. Click Save.
    See Edit Release Custom Fields in Release Manager below to see how the Release Grid Edit Mode toggle switch works.


The grid column selector is the set of search fields and menus at the top of the data columns, under the column headers. For example, the Portfolio Association menu shown below.

To filter Releases:

  1. Go to Releases > Release Manager.
  2. If the grid column filter is a:
    1. Search field: Type a search term.
    2. Drop down menu: Click to select a list item.
    3. Combo box: Click to select one or more checkboxes.
    4. Date field: Select a date and click Done.
  3. Press the Enter key on your keyboard to run the filter.

To clear a filter, click the gray cross Gray cross or select Action > Clear Grid Column Filtering to clear all the filters.

Users can also make their Release Custom Fields display on the Release Manager.

To add Release Custom Fields columns to the Release Manager:

  1. Go to Releases > Release Manager.
  2. Select Grid Column Selector from the Action drop down menu.
    Select Additional Columns Grid Column Selector
  3. Drag and drop items from Available Custom Fields into Selected Columns.
    Fields in Grid Column Selector containing a padlock Padlock Locked Custom Field have been locked by administrators using Release Custom Fields. Fields can also be made uneditable or hidden entirely by administrators using Release Custom Fields.  
  4. Click Save & Close.
    The selected custom fields will appear as new columns to the right of the Status Column.

Users can now edit Release Custom Fields directly in Release Manager by clicking on a cell in the grid. 

When Release Custom Fields columns are visible in the Release Manager grid (see Show and Hide Columns using the Grid Column Selector above) they can now be edited by clicking on the cells, similar to Microsoft Excel.

All the functionality associated with updating Release Custom Fields will occur when they are updated in this way, including sending emails through the Email Template Wizard.

To update Release Custom Fields directly in Release Manager (after adding Release Custom Fields to the Release Manager in Filter Releases with Custom Fields above):

  1. Go to Releases > Release Manager.
  2. Go to the Release Custom Fields columns. (Usually located on the right-hand side of the page.)
  3. Click a cell in one of the Release Custom Fields columns.

    Edit Release Custom fields in Release Manager

    • The cell can be edited and saved, just like a cell in Microsoft Excel.
    • Click outside the cell to save your changes.
      Drag and drop fields and Channel Impacting are not editable from Release Manager.
    • Click refresh on your browser if you are experiencing problems using the feature for the first time.
    • The usual user permissions still apply. Users must have:


Hover your mouse cursor over a User Group in the Release Manager column to show the group members.
User Groups pop up v44500

It is possible to set which columns will display in Release Manager.

Owner field is available as a column.

To show or hide columns using the grid column selector headings:

  1. Hover your mouse cursor over the right-hand side of a header until the header menu button appears.
    Header Menu Button
  2. Click the header menu button and select Columns.
    Show or Hide Columns
  3. Click to select column checkboxes.
    Select Release Manager column checkboxes

Click the Filter By buttons to filter by:

  • My Portfolio Association: Shows releases from your portfolio association. Check which portfolio association you belong to in Profile.
  • I’m a Stakeholder: Show releases for which you are a stakeholder.
  • All: Show all releases.

Enterprise Project Independent checkboxes Release Manager

Click to select the Enterprise, Project and Independent checkboxes:

  • Enterprise: Filter by Enterprise releases. Note – Enterprise releases can contain project and independent releases.
  • Project: Show project releases only.
  • Independent:  Show independent releases only.

Click the Expand All / Collapse All button to show or hide all the child Releases of parent Enterprise Releases on the Release Manager page:

The following images show examples of expanded and collapsed view:

  • Expanded View: Showing the child Release of the Enterprise Release 20160216_er_ie9_olya1:
    Expanded view
  • Collapsed View: Enterprise Release 20160216_er_ie9_olya1 appears but its child Release is hidden.
    Collapsed view

Gates and Approvals

Gates and Approvals view in Release Manager is a convenient way to add Stakeholders as Approvers to Gates and for those Approvers to select options to approve.

Access Gates and Approvals view by clicking on the blue flag Blue Flag next to any Release in Release Manager.

Manage Gates And Approvals In Release Manager Visual View.

Click Go back to Releases to return to the Release Manager.

Query Builder allows users to create and save their own private searches and use public searches. (Users must have the Create/Delete Release Public Query Builder user permission to create, edit or delete public queries.)

Click the right side Query Builder buttonGrid column filter button to open the quick access menu, which lists private and public queries.


To use Query Builder, click the funnel-shaped button Funnel-shapped Filter button on Release Manager. See Manage Query Builder for more information.



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