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:
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
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
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
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
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
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
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
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
The Custom Descriptions Customization allows administrators to customize the tooltips beside module page titles. Location of Custom Descriptions The Custom Descriptions tooltip appears beside the page title of each page. Hovering your mouse cursor over the i tooltip opens a yellow pop up with a description of the page’s functions.
The Announcements Feed Customization allows administrators to customize the moving message text at the top of each page. Administrators can also send users a message using the Welcome Message. Location of Announcements Feed Plutora’s Announcement Feed appears above the navigation menu on each page. Add an Announcements Feed To
The External URL Menu Item Customization allows administrators to add an external link menu item in the user menu. This menu item could be a link to a knowledge base or other support sources. Location of the External URL Menu Item The External URL Menu Item is located in the
Administrators use Visibility of Dashboard Panels Customization to select which Dashboard widgets (also known as panels) are visible to each user role. Administrators can also set the visibility of Dashboard templates, which contain Dashboard tabs, which contain widgets, by user role in the Dashboard Template Administration. Make Dashboard Panels Visible to a
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
The blue navigation menu appears at the top of every page. It contains the navigation menu, with links to every part of Plutora. Plutora Analytics Reports Now, Plutora Analytics dashboards can appear as menu items, including Deployment – KPIs and Environment – KPIs. Ask Plutora Support to add the links
Introduction Releases capture the software delivery lifecycle used to go from “idea to production” and include the phases, gates, activities, and criteria. You can create three types of release: Enterprise, Project, and Independent. This article provides an overview of the Release Manager feature. Pre-requisite You must have customized the Release
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
Introduction The Release Schedule page gives you a view of your Releases on a timeline. Pre-requisite You must have the ‘Release Manager’ user permission to be able to view the ‘Release Schedule’ option in the Release menu. Navigation Release > Schedule Release Schedule Page Layout Navigate to Release > Schedule. The
Introduction The Release Calendar allows you to view and filter your Releases, Blockout Periods, Release Events, TEBRs, and TECRs by date. Pre-requisite You must have the ‘Release Manager’ user permission to be able to view the ‘Release Calendar’ option in the Release menu. Navigation Release > Calendar Release Calendar Page
Introduction The System Impact Matrix shows the way Releases impact, or poses a regression risk, to Systems. Pre-requisite You must have the ‘Release Manager’ user permission to be able to view the ‘System Impact Matrix’ option in the Release menu. The Releases must have an implementation date up to six months
Introduction The ‘Blockouts’ feature allows you to view, search, and filter your Blockout periods, which appear in the Release Schedule and Environment Schedule. Blockout periods are holiday periods or other times when a Release cannot occur. Pre-requisite You must have the following user permissions to view/create/delete/update blockout periods: Release Manager: To view
TEBRs (Test Environment Booking Requests) are listed under the ‘My Environment Booking’ tab and the ‘TEBR’ tab of the Environment Requests page. See Introduction To Environment Requests for a description of how TECRs, TEBRs, and Environment Bookings work. If you need a placeholder Environment Booking, you can also create a