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 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 Status Customization

Users select Release Statuses when adding or editing a Release on the Enterprise, Project, and Independent Release pop ups. Location of Release Statuses Release Statuses are found on the Details tab of the Enterprise, Project, or Independent Release pop ups. To locate Release Statuses: Go to Release > Manager. Click the Releases toggle button (if present).

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Release Risk Level Customization

Release Risk Levels are selected when adding or editing an Enterprise, Project, or Independent Release. Location of Release Risk Levels Release Risk Level field is found on the Details tab of the Enterprise, Project, or Independent Release pop ups. To locate Release Risk Level: Go to Release > Manager. Click the Releases toggle button

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Release Phases Customization

Release Phases are selected when adding or editing an Enterprise, Project, or Independent Release. Location of Release Phases To locate Release Phases: Go to Release > Manager. Click the Releases toggle button (if present). Click to open a Release. Click Show. The Phases and Gates panel opens. Include or Exclude Weekends or Blockout Periods in

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Release Gates Customization

Release Gates are selected when adding or editing a release on the Release Manager page. Location of Release Gates To locate Release Gates: Go to Release > Manager. Click the Releases toggle button (if present). Click to open a Release. Click Show. The Phases and Gates panel opens. Include or Exclude Weekends or Blockout Periods in

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JIRA Integration Customization

Jira Integration allows users to synchronize data between Jira and Plutora. 1. Set Jira Time Zone Set the time zone in Jira so that the correct data synchronizes. To set the time zone in Jira: Open Jira in your browser. Log in as the user that is used for the

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ServiceNow Integration Customization

ServiceNow Integration allows users to synchronize data in ServiceNow with Plutora. Enable ServiceNow Integration with Basic Authentication To enable ServiceNow Integration with basic authentication: Go to Settings > Customization > Integrations. Click ServiceNow Integration. Click to select the Enable ServiceNow Integration checkbox to toggle on ServiceNow Integration. ServiceNow Integration can also be toggled off using

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PIR Item – Status Customization

Users select PIR Item – Statuses when adding or editing a PIR Item on the PIR Manager page. Add a PIR Item – Status To add a PIR Item – Status: Go to Settings > Customization > Post Implementation Review (PIR). Click PIR Item – Status. Click Add Field. Type the new Value. Double

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PIR Item – Custom Fields Customization

PIR Item – Custom Fields appear under the Additional Information tab when adding or editing a PIR Item. Location of PIR Item – Custom Field To locate PIR Item – Custom Field: Go to PIR > Manager. Open a PIR Item. PIR Item – Custom Field data is located in 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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Add/Edit 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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Add/Edit Systems

Introduction This article provides a brief overview of steps to add and edit Systems in Plutora. Pre-requisite You must have ‘Create System’ and ‘Update System’ user permissions. Navigation Environment > Systems Add a System To add a System: Navigate to the ‘Systems’ page. Click . The ‘Create New System’ page

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Manage User Groups

Introduction User Groups allow multiple Users at once to be assigned to TECRs and other elements of Plutora. User Groups feature enables you to: configure email notifications to notify assignees or Stakeholders of an entity and if the assignee or Stakeholder is a Group, all users within that group will

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Manage User Permissions

Introduction Permissions give users privileges, such as access to features and functionalities. Permissions are assigned to the user roles. Users receive permissions when they are assigned a user role. When permission is toggled off for a user role, users with that role will notice that the buttons, links, and tabs

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Add/Edit Changes

Introduction A Change 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 a System and includes impacts, timings, approvals, and Stakeholders. Changes can have workflows that allows administrators to control the way Changes

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Introduction to Environment Requests

Environment Requests enable you to govern the process around Environment allocation and Environment change control within your organization. Plutora uses three distinct entities to achieve this: Test Environment Change Requests (TECRs) Test Environment Booking Requests (TEBRs) My Environment Bookings. Pre-requisite You must have access to view TECR, TEBR, and Environment

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Add/Edit TECR

Introduction Add or edit a TECR (Test Environment Change Request) when you need to update an Environment or promote a Build to a new Environment. TECRs are used to govern changes to Environments such as: Code deployments Database Data refresh Infrastructure Updates Environment Configuration updates Network updates Server and firmware patches. TECRs

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