Environment Status Customization

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

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Activities Status Customization

Activities Status customizes: The activity status titles Not Started, Failed, Issue, In Progress, Completed and N/A where they appear under the Execution tab on the Deployment Plan pop up. Whether a Deployment Plan Activity’s Downtime From and Downtime To fields are auto-filled with the Deployment Plan Activity’s Start and End Dates. Location

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Activities Custom Group Name Customization

Activities Custom Group Name are found under Pre-Defined Forms when updating group names under the Draft tab of the Deployment Plan pop up. Location of Activities Custom Group Name Customization Activities Custom Group Name Customization is located in the Deployment Plan (and Master Deployment Plan) pop up, in the Activities

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Deployment Plan Custom Fields Customization

Deployment Plan Custom Fields appear under the Additional Information tab on Deployment Plans. Location of Deployment Plan Custom Fields To locate the Deployment Plan Activity Custom Fields: Go to Deployment > Manager. Click to open a Deployment Plan. The Deployment Plan Activity Custom Fields are located in the Additional Information tab. Add or

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Deployment Plan Custom Lists Customization

Deployment Plan Custom Lists allows users to add, edit or delete items from the following field types created in Deployment Plan Custom Fields: List fields (drop-down menus). List select (combo boxes). Location of Deployment Plan Custom Lists To locate the Deployment Plan Activity Custom Lists: Go to Deployment > Manager. Click

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Release Custom Lists Customization

Release Custom Lists allows users to add, edit or delete items from the following field types created in Release Custom Fields: List fields (drop-down menus). List select (combo boxes). Contact fields. Location of Release Custom Lists To locate the Release Custom Lists: Go to Release > Manager. Click the Releases toggle

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Release System Enterprise Setup Customization

Release System Enterprise Setup customizes the column titles in the Release Manager Systems tab and the list items of the Enterprise Type drop-down menu. Location of Release System Enterprise Setup To locate Release System Enterprise Setup: Go to Release > Manager. Click the Releases toggle button (if present). Click to open an

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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

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Blockout Period Type Customization

Blockout Period Types are selected when adding or editing a Blockout Period. Location of Blockout Period Types Blockout Period Types are found on the Add New Blockout Period or Edit Blockout Period pop ups when adding or editing a Blockout. To locate Blockout Period Types: Go to Release > Blockouts. Click

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Release Channel Impacting Systems Customization

Users select Release Channel Impacting Systems when adding or editing a Project or Independent Release. Location of Release Channel Impacting Systems Release Channel Impacting Systems is a non-editable field that appears under the Project or Independent tab in the Additional Information panel. What is the Release Channel Impacting Systems Feature?

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Release Type Customization

Release Types are selected when adding or editing an Enterprise, Project, or Independent Release. Location of Release Types Release Types are found on the Details tab of the Enterprise, Project, or Independent Release pop ups. To locate Release Types: Go to Release > Manager. Click the Releases toggle button (if present). Click to open a

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Release Intake Status Customization

Release Intake Statuses are part of the Release Intake workflow, where Child Releases added to Enterprise Releases go through an approval process. Location of Intake Approval Workflow To locate the Intake Approval Workflow: Go to Release > Manager. Click the Releases toggle button (if present). Click to open an Enterprise Release.  Click the Release

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Release Setup Customization

Release Setup allows administrators to customize the way Releases are handled in Plutora. Customize Release Setup To customize Release Setup: Go to Settings > Customization > Releases. Click Release Setup. Click to select one or more of the following checkboxes: Enable Enterprise Activities Child Push Functionality: Puts child Push buttons onto Enterprise

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Release Package Customization

Release Packages are a way of grouping Releases to assist in better reporting and filtering. When Release Packages are enabled, if an Enterprise, Project, or Independent Release has its Implementation Date, or System Deployment Start Date and End Date, within the date range of a Release Package, that Release will be added to the Release

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Release Custom Fields Customization

Release Custom Fields appear under the Additional Information tab when adding or editing a release. Location of Release Custom Fields To locate the Release Custom Fields: Go to Release > Manager. Click the Releases toggle button (if present). Click to open a Release. The Release Custom Fields are located in the Additional Information panel

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Release Status Customization

Users select Release Statuses when adding or editing a Release on the Enterprise, Project, and Independent Release pop ups. Location of Release Statuses Release Statuses are found on the Details tab of the Enterprise, Project, or Independent Release pop ups. To locate Release Statuses: Go to Release > Manager. Click the Releases toggle button (if present).

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Release Risk Level Customization

Release Risk Levels are selected when adding or editing an Enterprise, Project, or Independent Release. Location of Release Risk Levels Release Risk Level field is found on the Details tab of the Enterprise, Project, or Independent Release pop ups. To locate Release Risk Level: Go to Release > Manager. Click the Releases toggle button

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Release Phases Customization

Release Phases are selected when adding or editing an Enterprise, Project, or Independent Release. Location of Release Phases To locate Release Phases: Go to Release > Manager. Click the Releases toggle button (if present). Click to open a Release. Click Show. The Phases and Gates panel opens. Include or Exclude Weekends or Blockout Periods in

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Release Gates Customization

Release Gates are selected when adding or editing a release on the Release Manager page. Location of Release Gates To locate Release Gates: Go to Release > Manager. Click the Releases toggle button (if present). Click to open a Release. Click Show. The Phases and Gates panel opens. Include or Exclude Weekends or Blockout Periods in

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Release Title Customization

Release Title customizes the words Independent and Project where they appear throughout the site. Enterprise can only be customized on tab names. Location of the Release Titles Release Titles customizes the words “Independent” and “Project” where they refer to Release types and where they appear in: Release > Manager > Releases grid.

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Release System Deployment To Customization

Release System Deployment To items are selected when adding or editing a Deployment Activity under the Systems tab on the Release Manager pop up. Location of Release System Deployment To To locate the field that Release System Deployment To customizes: Go to Release > Manager. Click the Releases toggle button (if

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Release System Deployment Type Customization

Users select Release System Deployment Types when adding a System deployment. Location of Release System Deployment Types To locate Release System Deployment Types: Go to Release > Manager. Click the Releases toggle button (if present). Click to open a Release. Click the Systems tab: Deployment Type can be viewed in the Deployment

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Release System Deployment Status Customization

Release System Deployment Status customizes deployment statuses Pending, Completed and Rejected where they appear under the Systems tab in Project and Independent Releases. Location of Release System Deployment Status To locate Release System Deployment Status: Go to Release > Manager. Click the Releases toggle button (if present). Click to open a Release. Click the Systems tab.

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Release Tab Names Customization

Release Tab Names allows administrators to customize the tab titles of the Enterprise, Project and Independent Release pop ups. Customize Release Tab Names To customize a tab name: Go to Settings > Customization > Releases. Click Release Tab Names. Click the radio button next to the tab name field. Type the

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Email Template Wizard Customization

Introduction The Email Template Wizard allows administrators to set up the email templates in Plutora. Email templates send emails which: are sent after certain trigger events, such as an updated release date. Triggered emails are sent one minute after your update for all Entities. If you make multiple updates, with

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