Duplicate Release/Template

Introduction You can duplicate a Release and Release Template to create a new one. This saves your time from entering information multiple times. The steps overlayed in this article is applicable to  duplicate Release to create a new one and duplicate Release Template to create a new one. Pre-requisite You

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Bulk Update Releases/Templates

Introduction You can save time by bulk updating Release information, stakeholders, and activities. When bulk updating a field or a tab, data will either be replaced (in the case of text fields and drop-down menus) or added (in the case of Stakeholders and combo boxes).  The steps overlayed in this

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Delete Release/Template

Introduction Deleting a Release and Release Template will permanently remove it from Plutora. You can also Bulk Delete Releases and Release Templates. The steps overlayed in this article is applicable to  delete a Release and delete a Release Template. Pre-requisite You must have the relevant ‘Delete’ user permission for the Release

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Add/Edit Release Template

Introduction Create release templates in Plutora using the ‘Templates’ feature. The ‘Templates’ feature enables you to set up Release Templates privately, then reveal them to the other users once the setup is complete. Benefits of creating a template: Templates increase flexibility and provide consistency across the project.  They can be improved regularly

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Add/Edit Release

Introduction You can create three kinds of releases in Plutora: Enterprise Release: An Enterprise Release is used to group multiple project releases under one Release (for example, a release that affects systems across multiple portfolios that have dependencies). Changes cannot be assigned to Enterprise Releases, only to the child Project

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Create a Release from Template

Introduction You can create three kinds of releases in Plutora: Enterprise Release: An Enterprise Release is used to group multiple project releases together under one Release (for example, a release that affects systems across multiple portfolios that have dependencies). Changes cannot be assigned to Enterprise Releases, only to the child

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Manage Phases and Gates

Introduction This feature enables you to add phases and gates to a release in Plutora. Phases are periods in a release where activities need to be completed, eg design, development, testing, deployment, etc. Whereas, Gates are milestone points in time where a criterion or approval needs to be met for

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Manage Release Manifest

Introduction The Release Manifest tab is available only in Enterprise Release. This tab allows you to add child Releases (Project and Independent Releases) to an Enterprise Release. Pre-requisite To be able to view this tab, you must have ‘View Release Manifest Tab’ user permission. To be able to use Public

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Manage Systems

Introduction Pre-requisite Navigation Users set whether Systems are impacted by or receive a regression risk from a Release under the Systems tab. The System Impact Matrix does not show the Systems belonging to an Enterprise Release, only that Enterprise Release’s child Release Systems. To select Systems: Click the Systems tab. Live Search for Systems or Portfolio

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Release Change tab

Introduction The Change tab, in Project and Independent Release, displays the Changes linked to the Release in a grid view. With this tab, you can see a list of the Changes that are included in the Release. view the status of the Change. This enables you to see the progress

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Manage Release Stakeholder

Introduction The Stakeholders feature enables you to add and manage the stakeholders to the Release. You can choose a user or a user group as a Release Stakeholder. If you had selected an owner for the Release in the ‘People’ section, Plutora automatically adds that owner as an Account Stakeholder. There

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Manage Release Activities

Introduction The ‘Activities’ feature enables you to add and manage Activities and Criteria in a Release.An Activity is a defined action with an output. Activities are assigned against a Phase within a Project and are assigned to individuals with due dates and measurable KPIs. Whereas, Criteria are an exit or

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Manage Impact Systems

Introduction On the ‘Systems’ tab, you can set whether Systems are impacted by or receive a regression risk from a Release or Release Template. This is done by adding the impacted Systems to the respective ‘System Subtypes’. Plutora provides two default System Subtypes: Code Implementation Dependency Regression Verification Dependency You

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Manage Release Change

Introduction The Change tab, in Project and Independent Release, displays the Changes linked to the Release. With this tab, you can see a list of the Changes that are included in the Release. add one or more Changes to the Project or Independent release. remove one or more Changes to

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Manage Release Environments

Introduction The ‘Environment’ tab shows Environments organized into Environment Groups and allows you to book whole Environment Groups (or the Environments inside them). This article provides you with an overview of the steps to book Environments and Environment Groups for a Release.  Pre-requisite You must have ‘Assign Environments’ user permission

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Manage Events

Introduction Events can be anything that occurs on a certain date and time. For example, meetings, accidents, when a decision was made, and so on. The Event tab allows you to track the events associated with your Release. Events added under this tab will be displayed on the Release Calendar. Pre-requisite To

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