Release KPI Metric Type Customization

Users select Release KPI Metric Types when adding or editing an Enterprise Release.

Enable Planned vs Actual KPI Tracking

Enabling Planned vs Actual KPI Tracking allows users to set a target, for instance, the number of tests made, and keep track of progress. It is accessed by clicking to open an Activity on the Activities tab of an Enterprise Release.

If disabled, the KPI panel below will be hidden.

KPIs Type Panel

To enable planned versus actual KPI tracking:

  1. Go to Settings > Customization > Releases.
  2. Click Release KPI Metric Type.
  3. Click to select the Enable Planned VS Actual KPIs Tracking checkbox.
  4. Click to select the Default checkbox to make the item appear by default in the drop-down menu.
  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.

 

 

Add a Release KPI Metric Type

To add a Release KPI Metric Type:

  1. Go to Settings > Customization > Releases.
  2. Click Release KPI Metric Type.
  3. Click Add Field.
  4. Type the new Release KPI Metric Type in the Value field.
  5. Click to select the Default checkbox to make the item appear by default in the drop-down menu.
  6. 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.

 

Edit a Release KPI Metric Type

To edit a Release KPI Metric Type:

  1. Go to Settings > Customization > Releases.
  2. Click Release KPI Metric Type.
  3. Click to select the Release KPI Metric Type.
  4. Click Edit Field.
  5. Edit the Release KPI Metric Type in the Value field.
  6. 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.

 

Sort Release KPI Metric Types

Sort Manually

Sorting Release KPI Metric Types manually changes their order in drop-down menus.

Refresh your browser to sort manually after sorting alphabetically. 

To sort Release KPI Metric Types manually:

  1. Go to Settings > Customization > Releases.
  2. Click Release KPI Metric Type.
  3. Hover your mouse cursor over the sort column.
    The sort handle (six gray dots) appears.
  4. Left-click and drag the sort handle to resort the Release KPI Metric Type.
  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.

Sort by Column Header

Sorting Release KPI Metric Types by column header only changes their order on the Customization page.

To sort alphabetically on the Customization page by column header:

  1. Go to Settings > Customization > Releases.
  2. Click Release KPI Metric Type.
  3. Click a column header.
    The Release KPI Metric Types will revert to their previous order when you click away from the Customization page.

 

Delete or Replace a Release KPI Metric Type

Deleting a Release KPI Metric Type will not delete it from Release records. But it will no longer be available when adding or editing a Release.

Replacing a Release KPI Metric Type will replace it in existing Release records.

To delete or replace a Release KPI Metric Type:

  1. Go to Settings > Customization > Releases.
  2. Click Release KPI Metric Type.
  3. Click to select the Release KPI Metric Type.
  4. Click Delete Field.
  5. Choose one of the following:
    1. Delete and Replace:
      1. Select the item that will replace the deleted Release KPI Metric Type from Replace with.
      2. Click Delete and Replace.
        Your updates will be automatically saved. There is no need to click Submit.
    2. Delete:
      1. Click Delete.
        Your updates will be automatically saved. There is no need to click Submit.

 

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Updated on April 30, 2020

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