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 be viewed in the Release Calendar by toggling the Event radio button under Release Details. They can also be viewed in Event Reports.

Toggle Event tab on using the Release Event Management Customization.

Add a Release Event Portfolio

To add a Release Event Portfolio:

  1. Go to Settings > Customization > Releases.
  2. Click Release Event Portfolio.
  3. Click Add Field.
  4. Type the new Release Event Portfolio in the Value field.
  5. Click to select the Default checkbox to make the item appear by default in the drop-down menu.
  6. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

 

Edit a Release Event Portfolio

To edit a Release Event Portfolio:

  1. Go to Settings > Customization > Releases.
  2. Click Release Event Portfolio.
  3. Click to select the Release Event Portfolio.
  4. Click Edit Field.
  5. Edit the Release Event Portfolio in the Value field.
  6. Click to select the Default checkbox to make the item appear by default in the drop-down menu.
  7. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

 

Sort Release Event Portfolios

Sort Manually

Sorting Release Event Portfolios manually changes their order in drop-down menus.

Refresh your browser to sort manually after sorting alphabetically. 

To sort Release Event Portfolios manually:

  1. Go to Settings > Customization > Releases.
  2. Click Release Event Portfolio.
  3. Hover your mouse cursor over the sort column.
    The sort handle (six gray dots) appears.
  4. Left-click and drag the sort handle to resort the Release Event Portfolio.
  5. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

Sort by Column Header

Sorting Release Event Portfolios by column header only changes their order on the Customization page.

To sort alphabetically on the Customization page by column header:

  1. Go to Settings > Customization > Releases.
  2. Click Release Event Portfolio.
  3. Click a column header.
    The Release Event Portfolios will revert to their previous order when you click away from the Customization page.

 

Delete or Replace a Release Event Portfolio

Deleting a Release Event Portfolio will not delete it from Release records. But it will no longer be available when adding or editing a Release.

Replacing a Release Event Portfolio will replace it in existing Release records.

To delete or replace a Release Event Portfolio:

  1. Go to Settings > Customization > Releases.
  2. Click Release Event Portfolio.
  3. Click to select the Release Event Portfolio.
  4. Click Delete Field.
  5. Choose one of the following:
    1. Delete and Replace:
      1. Select the item that will replace the deleted Release Event Portfolio from Replace with.
      2. Click Delete and Replace.
        Your updates will be automatically saved. There is no need to click Submit.
    2. Delete:
      1. Click Delete.
        Your updates will be automatically saved. There is no need to click Submit.

 

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Updated on April 30, 2020

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