Introduction
Customize the menus and features in Plutora using the Customization feature.
Pre-requisite
To be able to access ‘Customization’ feature, you must have ‘Access Customizations’ User Permission.
Navigation
Settings > Customization
‘Customization’ Options
Using ‘Customization’ feature you can:
- customize the menu names and enable/disable the menus and features in Plutora
- add, customize and sort the custom fields and tabs in various features in Plutora
- display the custom fields as a tooltip or label (where applicable) and decide the data type for the same (free text, list, etc.)
- create workflow diagram
- add and customize the status type for the Plutora entities and designate a color. You can also set the default values for the statuses
- add and customize the Change, TECR, TEBR, and PIR type and assign a color for easy identification
- add and customize the priority type for Change and PIR
- add and customize the risk type for Release and Change
- add roles for the Stakeholder.
- create email templates
- customize login settings, announcement feeds and login page message
- customize users’ Welcome page message
- control the visibility of dashboard based on user roles
- integrate third-party products with Plutora using the ‘Integration’ feature
- add and customize forms
- add custom scripts to various entities in Plutora.
The following customization options are available on this page:
- Builds Customization
- Changes Customization
- Stakeholders Customization
- Environments Customization
- Deployment Plans Customization
- Insights Customization
- Releases Customization
- Email Notification Customization
- Site Settings Customization
- Dashboard Customization
- PIR Customization
- Initiative Management
- Custom Scripts Customization
- Users Customization