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Planview Customer Success Center

Release Calendar

Introduction

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

Pre-requisite

You must have the ‘Release Manager’ user permission to be able to view the ‘Release Calendar’ option in the Release menu.

Release > Calendar

Release Calendar Page Layout

Navigate to Release > Calendar. The ‘Release Calendar’ page displays. 

ReleaseCalendar1-1.png

a: Filter options

b: View options

c: Calendar displaying the Releases scheduled based on the filter and view selected.

Filter Options

ReleaseCalendar4.png

Query Builder

Query Builder allows you to create and save your own private filters and use public filters. You must have the ‘Create/Delete Release Public Query Builder’ user permission to create, edit or delete public queries. 

You can create a Query Builder using the Release and TECR fields.

ReleaseCalendar6.png

For more information, see Quick Tips.

My Filters

You can filter the Releases using the My Filter drop-down option.

ReleaseCalendar3.png

Calendar 

Select a date in the calendar. The calendar has the following options:

  1. Click Calendar-forward-button.png or  at the top of the calendar to scroll through months.
  2. Click Today to see a day view of the current day.
  3. Click the month and year to open and select a month and year.

ReleaseCalendar_2.png

Releases

Click the Releases toggle switch to filter the following:

Fields Description
Release Details Select to view:
  • Contents: View Change IDs for Project or Independent Releases, or child Release IDs for Enterprise Releases.

  • Systems: View System Names associated with Releases.

  • Event: View Events associated with Releases.
View by Select view by Release ID or Release Name. Click + to expand the menus.
Release Types Select one or more Release Types. Click + to expand the menus.
Release Statuses Select one or more Release Types. Click + to expand the menus.
System Deployments Filter by System Deployments:
  • Show Date Range: Show a box each day from the first to the last date.

  • Show End Date only: Show the final day only.
Blockout Types Select one or more Blockout Types. Click + to expand the menus.

Environments

Click the Environments toggle switch to filter the following:

Filter Description
Activity Select the TECR/TEBR as required.
Change Request Status Click + to expand and select one or more Change Request Status.
Booking Request Status Click + to expand and select one or more Booking Request Status.
Change Request Type Click + to expand and select one or more Change Request Type.
Booking Request Type Click + to expand and select Booking Request Type.

The availability of the filter fields vary based on the calendar view (see below).

View Options

Click DayWeekMonth, or Year to change the calendar view.

The filters available per view is as follows:

 Day/Week/Month 

  • Releases
  • Blockout Periods
  • System Deployments
  • TECRs
  • TEBRs

Year

  • Release Types
  • Blockout Types
  • TECR Types

View Full Screen

Click View-Full-Screen.png to view the calendar in full screen. Press the Escape key to exit the full screen.

ReleaseCalendar5.png

Release Calendar

Based on the applied filter and the view option, Release Calendar is displayed:

Release-Calendar9.png

Share Calendar

To share your Release Calendar’s filtered view with other users, click Share-Calendar.png. This will copy the 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. The filters will be active but disabled so that they cannot be changed. You can click the Calendar data and update.

NoteShare-Calendar.png  will be disabled if 'My Portfolio Association' or 'I'm a Stakeholder' are selected, as the data is user-specific.

More Information

View List of Events

Click more… to open a pop-up with the full list of events on that day.

ReleaseCalendar7-1.png

View Release Information

Hover your mouse cursor over a Release to see a pop-up with more information.

View Release Details

Click on a Release to open and view the Release details.

ReleaseCalendar8.png