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Introduction To Release Calendar

The Release Calendar allows users to view and filter their Releases, Blockout Periods, Release Events, TEBRs, and TECRs by date.

 If a filter does not work as expected, check all the active filters. 

Manage Release Calendar

To manage Release Calendar:

  1. Go to Release > Calendar.
  2. Click to select a date in the calendar in the left-hand column:

    • Click the forward Calendar forward button and back Calendar back button buttons at the top of the calendar to scroll through months.
      Or:
    • Click Today to see a day view of the current day.

      Or:
    • Click the month and year to open the shortcut menu.
    • Click to select a month or year:

      • Click the forward Calendar forward button and back Calendar back button buttons to select a year if necessary.
    • Click OK.
  3. Click Day, Week, Month, or Year to change the calendar view.

    The filters available are:

    • Day, Week, and Month View:
      • Releases.
      • Blockout Periods.
      • System Deployments.
      • TECRs.
      • TEBRs.
    • Year View:
      • Release Types.
      • Blockout Types.
      • TECR Types.
  4. In Day, Week, or Month view:
    1. Click the Releases or Environment toggle switches in the left-hand column under the calendar to start filtering items into your calendar.
      Administrators can use Title Names Customization to customize the name of the Environment module where it appears throughout Plutora.

      • When filtered, the following can appear in the calendar as colorful boxes:

        • Releases.
        • Blockout Periods.
        • System Deployments.
        • TECRs.
        • TEBRs.
    2. Click the Releases toggle switch to filter the following:

      1. Select a Release Details radio button to view:
        1. Contents: View Change IDs for Project or Independent Releases, or child Release IDs for Enterprise Releases.
        2. Systems: View System Names associated with Releases.
        3. Event: View Events associated with Releases.
      2. Select a View By radio button to change the label in the boxes to:
        1. Release ID.
        2. Release Name.
      3. Filter by Release Types, Release Statuses, System Deployments, and Blockout Types:
        1. Click the + buttons to open the menus.
        2. Click to select checkboxes to toggle Release Types, Release StatusesSystem Deployments, and Blockout Types in the Release Calendar.
      4. Filter by System Deployments:
        1. Click the radio buttons to select:
          1. Show Date Range: Show a box each day from the first to the last date.
          2. Show End Date only: Show the final day only.
    3. Filter by TECRs and TEBRs by clicking the Environment toggle switch until it is blue and On:

      1. Toggle TECRs and TEBRs in the Release Calendar by clicking TECR or TEBR.
      2. Filter by Change Request StatusBooking Request Status,  Change Request Type, or Booking Request Type:
        1. Click the + buttons to open the menus.
        2. Click the menu items to toggle Change Request StatusesBooking Request Statuses,  Change Request Types, or Booking Request Types in the Release Calendar.
          • Select checkboxes to turn on filters.
  5. In Year view:
    1. Click the Release Types, Blockout Types, or TECR Types toggle switches in the left-hand column under the calendar to start filtering items into your calendar.
    2. Click the menu items to toggle Release Types, Blockout Types, and TECR Types in the Release Calendar.
      • Select checkboxes to turn on filters.
  6. View the Release Calendar full screen by clicking the View Full Screen button.
  7. Click more… to:

    • Open a pop up with the full list of events on that day.

      • Click the X at the top-right corner to close the pop up.
  8. To share your Release Calendar’s filtered view with other users:
    • Click Share View to copy a URL to your clipboard, which can be pasted into another application or document, and opened by other users.
    • After opening the URL and logging into Plutora if necessary, Release Calendar will open with the same filters that the previous user set:
      • The filters will be active but grayed out so that they cannot be changed.
      • Calendar data can be clicked and updated.
    • The Share View button will be grayed out if My Portfolio Association or I’m a Stakeholder are selected, as the data is too user-specific.
  9. Hover your mouse cursor over a box to see the yellow tooltip pop up with more information.

 

Use Query Builder

Query Builder allows users to create and save their own private filters and use public filters. (Users must have the Create/Delete Release Public Query Builder user permission to create, edit or delete public queries.)

Click the right side Query Builder button to open the quick access menu, which lists private and public queries.

To use Query Builder, click the filter-shaped button  on Release Calendar and click here for how to use Query Builder.

Release tab in Query Builder contains all the Release fields from the Release Manager page, including Release Custom Fields.

TECR Tab in Query Builder contains all the TECR fields from the Environment Requests page, including TECR Custom Fields.

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Updated on October 6, 2021

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