Plutora Initiative Management (IM) allows you to extend the core Plutora Platform. It enables you to create forms to collect data, that you can then use in your analytics reports. IM forms extend the already significant Plutora data structure, to allow you to capture and store any data from any
Users can save time by bulk deleting Environment Requests (TECRs and TEBRs). Users can also delete one TECR or TEBR at a time. Bulk Delete TECRs To bulk delete TECRs: Go to Environment > Requests. Click the TECR tab. Click to select two or more checkboxes. Select Delete from the
The displayed date format in Plutora Analytics depends on the Locale setting. Set The Date Format To update your Locale setting and change your date format to the one appropriate to your country: Click the user profile avatar in the top-right corner of the navigation bar. Click My Account
Introduction You can delete Changes from the Change Manager page. Deleting a Change will not delete it from existing records in Plutora. But it will no longer be available when creating new records. Pre-requisite You must have the ‘Delete Change’ user permission. Ensure that Change is not locked. Navigation Release > Change
Introduction The Activities Kanban board allows you to view and manage your Release Activities and Criteria. Pre-requisite You must have the access to the Release Activities user permission to be able to view and update Activities Kanban. Navigation Release > Activities Kanban Page Layout and Filter Navigate to the ‘Activities
Introduction The Bulk Import Changes feature allows you to upload Changes from Excel. With this feature, instead of creating new Changes, you download the template from Plutora and fill up the required fields for the Changes in the file and then upload it on Plutora.The Bulk Import feature saves your
Introduction You can bulk lock Change records to protect them from being edited or deleted. Locking Change records means: Administrators can prevent completed records from being edited. Users editing the same record cannot save over each other’s edits. Bulk update will not save over any record currently being edited. Bulk delete
Favorites make records faster to access. Click the star icon on a Release, TECR, TEBR, Report, or Release Template to make it a Favorite, then access your Favorite Items by clicking the star icon in the blue navigation menu. Add Favorites To add Favorites: For: Releases: Go to Release > Manager. Click
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
Insights Dashboard brings all delivery metrics together to provide a one-stop view of all Release, Test, and Quality data. Find out how to Manage Insights Dashboard. Show and Hide Columns using the Grid Column Selector It is possible to set which columns will display in Insights Dashboard. To show or
Use cases and sample scripts designed to work with IM Dashboard. Use Cases for IM Dashboard Here are some example use cases that can be satisfied by the use of IM Dashboard: As a user, I want to see a single page with my upcoming Releases and Release Management tools.
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
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 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
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
Introduction Blockout periods are holiday periods or other times when a Release cannot occur. This article provides you an overview of steps to add/edit a Blockout in Plutora. Pre-requisite You must have the following user permissions to view/create/delete/update blockout periods: Release Manager: To view the Blockout menu option. Create Blockout Periods: To
Introduction Duplicating a Blockout Period saves your time from re-entering information. Pre-requisite You must have the following user permissions to view and create blockout periods: Release Manager: To view the Blockouts menu option. Create Blockout Periods: To duplicate and add a new Blockout Period. Navigation Release > Blockouts Duplicate a Blockout
Introduction Changes represent any features, change requests, enhancements, and additional scope items that are developed and deployed to Systems within your organization. It is a request to deliver new functionality or to make updates to existing functionality, within a Release or Project. A Change lists the technical aspects of a functional change to
Introduction Duplicating a Change to create a new saves your time from re-entering the information. Pre-requisite You must have the ‘Create Change’ user permission. Navigation Release > Change Duplicate a Change To bulk update Changes: Navigate to the ‘Change’ page. Search for the Change that you want to duplicate. You can
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