Stakeholder Roles Customization

Introduction Stakeholder Roles are added where Stakeholders are added, for example, to Releases, Environments, and Deployment Plans. Pre-requisite To be able to customize Stakeholder Roles, you must have ‘Access Customizations’ User Permission.  Navigation Settings  > Customization > Stakeholders > Roles Add/Edit a Stakeholder Role To add/edit a Stakeholder Role: Navigate to

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Change Theme Customization

Introduction You select Changes Themes when adding or editing a Change on the Change page. Pre-requisite To be able to add and customize Change Theme, you must have ‘Access Customizations’ User Permission.  Navigation Settings  > Customization > Changes > Theme Add/Edit a Changes Theme To add or edit a Changes Theme:

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Change Status Customization

Introduction You select Statuses when adding or editing a change on the Change page. Pre-requisite To be able to add and customize Change Statuses, you must have ‘Access Customizations’ User Permission.  Navigation Settings  > Customization > Changes > Statuses Add/Edit a Changes Status To add or edit a Change Status: Navigate to the

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Change Type Customization

Introduction Change Types are selected when adding or editing a Change on the Change page. Changes Types are also used by the Escaping Defects By Changes Type Customization for Insights Dashboard. Pre-requisite To be able to add and customize Change Type, you must have ‘Access Customizations’ User Permission.  Navigation Settings  >

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Change Priority Customization

Introduction Changes Priorities are selected when adding or editing a change on the User Stories page. Pre-requisite To be able to add and customize Change Priority, you must have ‘Access Customizations’ User Permission.  Navigation Settings  > Customization > Changes > Priority Add/Edit a Changes Priority To add or edit a

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Risk Customization

Introduction Risks are selected when adding or editing a Change on the Change Manager page. Pre-requisite To be able to add and customize Risk, you must have ‘Access Customizations’ User Permission.  Navigation Settings  > Customization > Changes > Risk Add/Edit a Risk To add or edit a Risk: Navigate to

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Change Custom Fields Customization

Introduction You can add and customize the custom fields in ‘Change Manager’ using the ‘Custom fields’ feature. These fields appear in the ‘Additional Information’ tab in the Change Manager.  Pre-requisite To be able to add and customize Change Custom Fields, you must have ‘Access Customizations’ User Permission. Navigation Settings  >

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Change Custom Lists Customization

Introduction Change Custom Lists customization allows you to add, edit or delete items from the following field types created in Changes Custom Fields: List fields (drop-down menus) List select (combo boxes) Pre-requisite To be able to add and customize Change Custom Lists, you must have ‘Access Customizations’ User Permission. You

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Menu Setup Customization (Changes)

Introduction Menu Setup customizes the ‘Change’ title in menus and pages throughout Plutora. Pre-requisite To be able to customize the ‘Change’ title, you must have ‘Access Customizations’ User Permission.  Navigation Settings  > Customization > Changes > Menu Setup Location of Menu Setup Menu Setup customizes the word “Change” where it

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Tab Names Customization (Change)

Introduction Tab Names customizes the titles of the Change dialog tabs. Pre-requisite To be able to customize the tab names, you must have ‘Access Customizations’ User Permission.  Navigation Settings  > Customization > Changes > Tab Names Location of Tab Names To locate the Change tabs: Go to Release > Change. Click to open

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Environment Custom Fields Customization

Introduction Custom Fields appear under the Additional Information tab when adding or editing an Environment on the Environment Manager page. This article provides an overview of steps to add/update the custom fields. Pre-requisite To be able to customize the Environment Custom Fields, you must have ‘Access Customizations’ User Permission.  Navigation Settings  > Customization > Environments

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Environment Custom Lists Customization

Introduction Environment Custom Lists allows to add, edit or delete items from the following field types created in Environment Custom Fields: List fields (drop-down menus). List select (combo boxes). Pre-requisite To be able to add and customize Environment Custom Lists, you must have ‘Access Customizations’ User Permission. You must have already

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Environment Group Custom Lists Customization

Introduction Environment Group Custom Lists allows you to add, edit or delete items from the following field types created in Environment Group Custom Fields: List fields (drop-down menus). List select (combo boxes). Pre-requisite To be able to add and customize Environment Group Custom Lists, you must have ‘Access Customizations’ User Permission. You

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System Custom Fields Customization

Introduction System Custom Fields appear under the ‘Additional Information’ tab when adding or editing a system on the Systems Manager page. Pre-requisite To be able to customize the System Custom Fields, you must have ‘Access Customizations’ User Permission.  Navigation Settings  > Customization > Environments > System Custom Fields Add or Edit a System

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System Custom Lists Customization

Introduction System Custom Lists allows you to add, edit or delete items from the following field types created in System Custom Fields: List fields (drop-down menus). List select (combo boxes). Pre-requisite To be able to customize the System Custom Lists, you must have ‘Access Customizations’ User Permission.  You must have already created

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TECR Setup Customization

Introduction TECR Setup Customization allows you to choose which values are the default when adding or editing a new TECR.  Pre-requisite To be able to customize the TECR Setup, you must have ‘Access Customizations’ User Permission. Navigation  Settings  > Customization > Environments > TECR Setup Choose Default TECR Values To set default TECR

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TECR Status Customization

Introduction You select TECR Status when adding or editing a TECR on the Environment Requests page. This article provides you an overview of steps to add, edit and delete the TECR Statuses. Pre-requisite To be able to customize the TECR Status, you must have ‘Access Customizations’ User Permission.  Navigation Settings  > Customization > Environments

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TECR Type Customization

Introduction You select TECR Types when adding or editing a TECR. Pre-requisite To be able to customize the TECR Type, you must have ‘Access Customizations’ User Permission.  Navigation Settings  > Customization > Environments > TECR Type  Add a TECR Type To add a TECR Type: Navigate to the ‘Customization’ page and double click Environments. Click TECR

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Environment Schedule – TECR Row Customization

Introduction Environment Schedule – TECR Row customizes the TECR row in the Environment Schedule. Pre-requisite To be able to add and customize Environment Schedule – TECR Row, you must have ‘Access Customizations’ User Permission. Navigation Settings  > Customization > Environments > Environment Schedule – TECR Row Customize the Environment Schedule

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TECR Custom Lists Customization

Introduction TECR Custom Lists allows you to add, edit or delete items from list fields (drop-down menus) and combo boxes created in TECR Custom Fields. Pre-requisite To be able to customize the TECR Custom Lists, you must have ‘Access Customizations’ User Permission. You must have already created the TECR Custom Fields with Data

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TECR Custom Fields Customization

Introduction TECR Custom Fields appear under the Additional Information tab when adding or editing a Release. You can search for the TECR Custom Fields using Release Calendar’s Query Builder. This article provides an overview of steps for add, edit and delete TECR Custom Fields. Pre-requisite To be able to customize the TECR Custom Fields, you

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System Dependencies Customization

Introduction System Dependencies Customization enables you to add, edit or delete the ‘Impact’ drop-down option in the ‘Downstream System Dependencies’ in the Bulk Update Systems pop-up. Pre-requisite To be able to customize the System Dependencies, you must have ‘Access Customizations’ User Permission.  Navigation  Settings  > Customization > Environments > System Dependencies  Add/Edit a

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TEBR Custom Fields Customization

Introduction TEBR Custom Fields appear under the Details tab of the TEBR pop up (with or without a Release) when adding or editing an environment booking request. Pre-requisite To be able to customize the TEBR Custom Fields, you must have ‘Access Customizations’ User Permission.  Navigation  Settings  > Customization > Environments > TEBR Custom Fields  Add/Edit

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Menu Setup Customization (Environments)

Introduction Menu Setup customizes the terms ‘Environment’, ‘TECR’, ‘TEBR’, and ‘My Environment Booking’ throughout the site. Pre-requisite To be able to customize the Menu Setup, you must have ‘Access Customizations’ User Permission.  Navigation  Settings  > Customization > Environments > Menu Setup Customize Menu Setup To customize a menu: Navigate to ‘Customization’ page

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TEBR Custom Lists Customization

Introduction TEBR Custom Lists allows you to add, edit, or delete items from the following field types created in TEBR Custom Fields: List fields (drop-down menus). List select (combo boxes). Pre-requisite To be able to customize the TEBR Custom Lists, you must have ‘Access Customizations’ User Permission.  Navigation  Settings  > Customization > Environments

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