Manage Release Orchestration – BETA

The Release Orchestration kanban board allows users to view and manage their Release Activities and Criteria using a kanban board.

To view and manage Release Activities and Criteria using a kanban board:

  1. Go to Release > Orchestration.
  2. Click to select a Release to display from the Release drop-down menu.
    The kanban board will be populated with Release Activities and Criteria from that Release with one column for each status. For example, In Progress or Completed.
  3. If the Release is an Enterprise Release with child Releases, the Child Release drop-down menu will stop being grayed out:
    1. Select a Child Release to see only the Release Activities and Criteria belonging to that Release.
      Only one Release can be selected at any one time.
  4. Filter the Release Activities and Criteria:
    1. By the Phase or Gate they belong to by selecting from the Phase/Gate menu.
    2. By the person or User Group they are assigned to by selecting from the Assignee menu.
  5. Manage Release Activities and Criteria using the kanban board:
    1. Set priority: The Release Activities and Criteria at the top of each column should be performed first.
      1. Drag and drop Release Activities and Criteria within a column to manually resort their priority.
      2. Release Activities and Criteria are sorted by:
        1. Their manual sort order from dragging and dropping.
        2. Then by their due date.
        3. Then alphabetically by their name.
    2. Change their status:
      1. Drag and drop Release Activities and Criteria between status columns to change their status. For example, if a Release Activity is complete, drag it from In Progress to Completed.
    3. Add Release Activities or Criteria:
      1. Click the plus button beside a status column to add a Release Activity or Criterion.
      2. Type an ID.
      3. Type a Title.
      4. Type a Description.
      5. Click to select a Type radio button:
        These Types cannot be customized.
        1. For Activities:
          • Activity.
          • Milestone.
          • Stage Gate.
          • Decision Point.
        2. For Criteria:
          • Entry Criteria.
          • Exit Criteria.
      6. Fill in the Additional Information fields:
        • The Additional Information panel contains custom fields and tabs, which administrators have added using the Release Activity Custom Fields and the Release Activity Custom Lists Customizations.
        • These fields will vary between each Plutora installation. Please consult your administrator for the procedure for filling in these fields.
      7. Click to select a Stakeholder from the Assigned To drop down menu.
        Only Stakeholders selected under the Stakeholders tab will appear here.
      8. Set the Date & Time:
        1. For Activities:
          1. Click to select a Release Phase from the Assigned to Phase drop down menu.
            The start and end dates of the Phase will appear.
        2. For Gates:
          1. Click to select a Gate from the Assigned to Gate drop down menu.
            The start and end dates of the Gate will appear.
        3. Click to select a Forecast Date.
        4. Select a start date and time from Start Date and click Done.
        5. Select an end date and time from Due Date and click Done. (Mandatory field.)
      9. Click to select a Status.
      10. Completed Date will fill automatically once the Status Completed has been selected.
      11. Select the Actual Completed On date. (Grayed out if the Enable Actual Completed Date checkbox is not selected in Release Setup Customization.)
      12. Manage Attachments

        1. Manage URLs:
          1. Add a URL:
            1. Click + New.
            2. Click Add URL.
              Add URL
            3. Type a valid URL in the URL Link field.
            4. Click Save & Close.
          2. View a URL:
            1. Click the view button.
              View Attachment
            2. Click the X in the top right corner to close the attachment.
          3. Delete a URL:
            1. Click the delete button.
              Red Trash Bin Delete Button
        2. Manage files:
          1. Add a file:
            1. Click + New.
            2. Click Add file.
            3. Click to select an attachment.
            4. Click Open.
          2. View a file attachment:
            1. Click the view button.
              View Attachment
            2. Click the X in the top right corner to close the attachment.
          3. Download a file attachment:
            1. Click the download button.
              Download Attachment
              Your attachment should start downloading immediately.
              Save the file to your hard drive if prompted.
          4. Delete a file attachment:
            1. Click the delete button.
              Red Trash Bin Delete Button
      13. Click Save & Close.
        The Activity or Criterion will appear under the selected status column in the selected order.

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