Release Type Customization

Release Types are selected when adding or editing an Enterprise, Project, or Independent Release.

Release Types are found on the Details tab of the Enterprise, Project, or Independent Release pop ups.

To locate Release Types:

  1. Go to Releases > Release Manager.
  2. Click a blue-linked Release ID or Release Name.
  3. The Release Type drop down menu is in the first tab (ReleaseProject, or Independent) on the top right.


To add a Release Type:

  1. Go to Settings > Customization > Releases.
  2. Click Release Type.
  3. Click Add Field.
  4. Type the new Release Type.
  5. Double click the Color column and select a color from the drop down menu or enter a Hex value.
    Releases will show this color in the Release Calendar and the Release Schedule (with Hide Phases Breakdown selected).
  6. Click to select one or more of the Default checkboxes if the item is the default for Enterprise Enterprise, Project Project or Independent Independent Releases.
  7. 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.

 

To edit a Release Type:

  1. Go to Settings > Customization > Releases.
  2. Click Release Type.
  3. Double click the Value column and edit the Release Type.
  4. Double click the Color column and select a color from the drop down menu or enter a Hex value.
    Releases will show this color in the Release Calendar and the Release Schedule (with Hide Phases Breakdown selected).
  5. Click to select or deselect one or more of the Default Enterprise Enterprise, Project Project or Independent Independent Releases checkboxes.
  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 Manually

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

Refresh your browser to sort manually after sorting alphabetically. 

To sort Release Types manually:

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

 

Deleting a Release Type will not delete it from Plutora. But it will no longer be available when adding or editing releases.

To delete a Release Type:

  1. Go to Settings > Customization > Releases.
  2. Click Release Type.
  3. Click to select the Release Type.
  4. Click Delete Field.
  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.

 

If the Enforce Release Type Standard Colors across Plutora checkbox is not checked, users can add their own scheduler colors using the Scheduler Color field under the Type drop down menu in  Enterprise, Project, or Independent Releases.

When users can add their own Hex color to Releases, Plutora will no longer display standard colors for each Release Type.

To prevent users from adding their own Hex color to Release Types:

  1. Click to select the Enforce Release Type Standard Colors across Plutora checkbox.
    When checked, the Scheduler Color field on Releases will no longer be editable.
  2. 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.

 

Release Types may have non-standard colors if users have been adding their own Hex colors.

To change all non-standard colors back to the standard Release Type colors:

  1. Click Update existing release types to match Standard Colors.
  2. Click Yes.

 

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