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 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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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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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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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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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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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 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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Custom Descriptions Customization

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.  

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Announcements Feed Customization

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

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External URL Menu Item Customization

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

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Visibility of Dashboard Panels Customization

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

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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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Navigation Menu Features

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

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Release Manager

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

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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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Release Schedule

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

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Release Calendar

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

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System Impact Matrix

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

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Introduction to Blockouts

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

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Add/Edit A TEBR

Introduction TEBRs are used to govern the process of allocating Environments to the various projects or Agile delivery teams within your organization. TEBRs enable you to request multiple Environment Bookings for a period of time and manage each request through a process of review, conflict resolution, and confirmation. Using TEBRs

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