Skip to main content
Planview Customer Success Center

Change Priority Customization

Introduction

Changes Priorities are selected when adding or editing a change on the User Stories page.

Pre-requisite

To be able to add and customize Change Priority, you must have ‘Access Customizations’ User Permission

Navigation

Settings SettingsNew (5).png > Customization > Changes > Priority

Add/Edit a Changes Priority

To add or edit a Changes Priority:

  1. Navigate to the ‘Customization’ page.
  2. Click Changes.
  3. Click Priority. ‘Priority’ page display.
  4. Click Add-Field.png. The system adds a line on the grid for the new Priority. To edit an existing Priority, search and click on the Priority type from the grid and then click Edit-Field.png.
  5. Enter/edit the Priority name in the ‘Value’ column.
  6. Select a color for the Change Priority in the ‘Color’ column. The color appears on the Changes Priority label in the Change dialog.
  7. Select the Default checkbox to make the item appear by default in the drop-down menu.
  8. Click submit (3).png.

Your changes will be saved and a confirmation message will display.

Change-Status20.png

Sort Changes Priorities

Sort Manually

Sorting Changes Priorities manually changes their order in drop-down menus.

           

NOTE

Refresh your browser to sort manually after sorting alphabetically.

           

To sort Changes Priorities manually:

  1. Navigate to the ‘Customization’ page and double click Changes.
  2. Click Priority.
  3. Hover your mouse cursor over the sort column of the Value that you want to sort. Sort (1).png appears.
  4. Drag and drop the Value as you require.
  5. Click submit (3).png.

Change-Priority1.png

Sort by Column Header

Sorting Changes Priorities by column header only changes their order on the ‘Customization’ page.

To sort alphabetically on the ‘Customization’ page by column header, click on the column header. ↑ or ↓ displays indicating the ascending or descending column sort.

Change-Priority2.png

Delete/Replace a Changes Priority

Deleting a Changes Priority will not delete it from Change records. But it will no longer be available when adding or editing a Change.

While deleting, you can either select another Priority item that will replace the item to be deleted or simply delete the item from the list. Replacing a Changes Priority will replace it in the existing Change records.

To delete or replace a Changes Priority:

  1. Navigate to the ‘Customization’ page and double click Changes.
  2. Click Priority.
  3. Select the Priority that you want to delete or replace. 
  4. Click Delete-Field.png.
  5. The ‘Replace with existing value’ dialog displays.
    • To replace: select the item that will replace the item to be deleted from Replace with. Then click Delete-and-Replace.png.
    • To simply delete the item, click Delete-1.png.

The item is now deleted and the page navigates back to the ‘Priority’ page.

Change-Priority3.png

More Information

Location of Changes Priority

To locate the Changes Priority field:

  1. Go to Release > Change.
  2. Click to open a Change.
  3. The Changes Priority field is located in the Details panel under the Change tab.

Change-Priority4.png