Command Center

Introduction Command Center provides an executive view of the overall health of a Master Deployment Plan by making Checkpoint, Issue, and Activity data visible. Pre-requisite You must have the ‘View Deployment Manager’ user permission. Navigation Deployment > Command Center Access Command Center To access Master Deployment Plan Command Center page, navigate

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Schedule Plutora Analytics

Send selected users a regular, scheduled email with the latest version of a Workbook or View as a PNG image. If users click the image, the View or Workbook will open in Plutora Analytics. Users can create an unlimited number of scheduled emails. Schedule a Workbook or View To schedule

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Initiative Management

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

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Bulk Delete Environment Requests (TECRs And TEBRs)

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

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Set The Date Format In Plutora Analytics

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

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Delete Changes

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 

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Activities Kanban

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

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Bulk Import Changes

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

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Lock/Unlock Changes

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

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Introduction To Favorites (Star Icon)

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

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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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Insights Dashboard

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

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Use Cases And Sample Scripts For IM Dashboard

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.

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Add/Edit Release Template

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

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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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Delete Release/Template

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

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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 Or Edit Blockouts

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

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Duplicate Blockouts

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

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Introduction to Change

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

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