Duplicate Release Templates

Duplicating Release Templates saves users from entering information multiple times.

Duplicate a Release Template

To duplicate a Release Template:

  1. Go to Release > Manager.
  2. Click Templates.
  3. Click to select the checkbox of the Release Template you would like to duplicate.
  4. Select Duplicate from the Action drop-down menu.
  5. Edit Release ID and Release Name.
  6. Click to select a Duplicate Option checkbox:
    • Duplicate: Duplicates everything, including dates. (Original Implementation Date is not editable.)
    • Duplicate and Set New Dates: Duplicate but set a new implementation date.
    • Set New Start Date Phases: Duplicate but set a new start date for Phases.
  7. Select the Information to be Duplicated checkbox:
    • Select All: Duplicates all information.
    • Systems: Duplicates systems only.
    • Environments: Duplicates environments only.
    • Stakeholders: Duplicates stakeholders only.
    • Activities: Duplicates activities. Can only be selected if Stakeholder is selected.
    • Additional Information: Duplicates additional information only.
  8. Open the Release Template after duplicating (if desired) by clicking to select the Open release template after duplicating checkbox.
  9. Click Duplicate.
    The yellow Release Template has been successfully duplicated pop up opens and closes.


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Updated on October 4, 2021

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