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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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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Deployment Plan Activity 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 Activity 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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Widgets Title Customization

Widgets Title Customization allows administrators to customize the titles of widgets where they appear on the Insights Dashboard. Location of Widgets To locate the widgets in Insights Dashboard: Go to Dashboard > Insights. The widgets are located under the filter fields. Customize Widgets Titles To customize Widget Titles: Go to Settings >

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Release Type Group View Customization

The Release Type Group View Customization allows administrators to set up Harvey Balls by Release Type on the Insights Dashboard. Location of Release Type Group View To locate Release Type Group View View: Go to Dashboard > Insights. Each Phase or Gate is a Harvey Ball in the Activities Summary & Progress

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Actions – View By Type Customization

The Actions – View By Type Customization allows administrators to select which of the items in the PIR Item – Action Type Customization appear in the Insights Dashboard. Location of Actions – View By Type To locate Actions – View By Type: Go to Dashboard > Insights. Each selected PIR Action

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Escaping Defects By Change Type Customization

Escaping Defects By Change Type Customization lists Change Types and allows administrators to select which Defects appear by Change Type in the Escaping Defects column in Insights Dashboard. Location of Escaping Defects by Change Type To locate Escaping Defects by Change Type: Go to Dashboard > Insights. Escaping Defects appear in the Escaping Defects column. Show

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Phase/Gate View Customization

The Phase/Gate View Customization allows administrators to select which Phases or Gates are visible in the Insights Dashboard. For example, as Harvey Balls in the Activities Summary & Progress column. Location of Phase/Gate View To locate Phase/Gate View: Go to Dashboard > Insights. Each selected Phase or Gate is a

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Insight Management Customization

The Insight Management Customization allows administrators to manage Insights Dashboard. Location of the Insight Management Customizations Insights Management Customization customizes the Insights Dashboard in the following locations: Due Soon: Go to Dashboard > Insights. Click a Harvey Ball under the Activities Summary & Progress column to open the Activities Summary and Progress pop up. Due Soon

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Release Event Portfolio Customization

Release Event Portfolios are selected when adding or editing an event under the Events tab in the Enterprise, Project or Independent Release pop ups. Events can be anything that occurs on a certain date and time. For example, meetings, accidents, when a decision was made, and so on.  Events can

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Release Event Status Customization

Release Event Statuses are selected when adding or editing an event under the Events tab in the Enterprise, Project or Independent Release pop ups. Events can be anything that occurs on a certain date and time. For example, meetings, accidents, when a decision was made, and so on.  Events can

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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 Event Type Customization

Release Event Types are selected when adding or editing an event under the Events tab in the Enterprise, Project or Independent Release pop ups. Events can be anything that occurs on a certain date and time. For example, meetings, accidents, when a decision was made, and so on.  Events can

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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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System Subtype Customization

Introduction System Subtypes Customization enables you to track System impacts. The custom System Subtypes appear under the ‘Systems’ tab of Enterprise, Project, and Independent Releases. The following Subtypes are available by default and appear under the ‘Systems’ tab: Impacted Systems: Enterprise, Project, and Independent Releases. Regression System: Project, and Independent Releases only. You cannot edit these default Subtypes.This article provides an

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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 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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Release Activities/Criteria Custom Fields Customization

Release Activities/Criteria Custom Fields appear in Activities/Criteria under the Activities tab on Enterprise, Project, and Independent Releases. Add or Edit a Release Activities/Criteria Custom Fields To add or edit a Release Activities/Criteria Custom Fields: Go to Settings > Customization > Releases. Click Release Activities/Criteria Custom Fields. Add or edit: Add: Click Add Field.

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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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