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Planview Customer Success Center

Duplicate Blockouts

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Introduction

Duplicating a Blockout Period saves your time from re-entering information.

Pre-requisite

You must have the following user permissions to view and create blockout periods:

  • Release Manager: To view the Blockouts menu option.
  • Create Blockout Periods: To duplicate and add a new Blockout Period.

Navigation

Release > Blockouts

Duplicate a Blockout Period

To duplicate a Blockout Period:

  1. Go to Release > Blockouts.
  2. Search and select the Blockout Period that you want to duplicate.
  3. Click Action (1).png.
  4. Click Duplicate Blockout Period.
    Duplicateblockout1.png
  5. The ‘Duplicate Blockout Period’ pop-up displays. Fill in the fields as follows:
Section Description
Set Blockout Name Enter the new Blockout Period name in the Blockout Name field.
Portfolio Association Choose a Portfolio Association radio button. If you select Duplicate and Change Portfolio Association, select a New Portfolio Association from the drop-down menu.
Blockout Dates If you want to set new Blockout Period dates, select Yes and enter the dates in Start Date and End Date.
  1. Click Duplicate.png.
    download (8).png

The Blockout Period will be duplicated and the new Blockout Period will display on the grid.