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Planview Customer Success Center

Manage Delivery Release

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Introduction

Delivery Release tab shows the list of Releases that are available to be saved as Target Releases or Actual Delivery Release.

For Releases to appear in this tab, must meet the following conditions:

Pre-requisite

You must have ‘Change Manager’ user permission.

Navigation

Release > Change

Access ‘Delivery Release’ tab

To access the Delivery Release tab:

  1. Navigate to the ‘Change’ page.
  2. Search for the Change. You can use the filter options available on this page.
  3. Open the record by clicking on the ID or Name.
  4. Click on the Delivery Release tab.

Target Release for Delivery

To target a Release for the delivery of the Change, click to select the Target Release checkbox against the Release.

Checking Target Release makes the Change appear as a circled number for that Release in System Impact Matrix.

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Allocate Change to Release

To allocate a Change to a Release for delivery, click the Actual Delivery Release checkbox against the Release and click Save-Orange (2).png.

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Impact of checking Actual Delivery Release:

  • The Implementation Date of this Release appears on the Change’s Implementation Date in the Change Information tab.
  • The Change appears under the Release’s Changes tab (see Manage Release Change).