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Planview Customer Success Center

Release Schedule

Introduction

The Release Schedule page gives you a view of your Releases on a timeline.

Pre-requisite

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

Release > Schedule

Release Schedule Page Layout

Navigate to Release > Schedule. The ‘Enterprise IT Release Schedule’ page displays. 

a: Filter options

b: View options

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

d: The color legend for the phases displayed.

ReleaseSchedule_1.png

Filter Options

The following filter options are available:

Fields Description
Date Range Select a From and To date (Implementation Date) from the calendar.
Release Structure Select one or more of the following checkboxes:
  • Enterprise – Show Enterprise Releases.
  • Project – Show Project Releases.
  • Independent – Show Independent Releases.
  • All – Show all Releases.
  • Group by Enterprise Release – Sort all projects belonging to an Enterprise Release under that Enterprise release.
Filters Select the toggle button as required and fill in the prompt.
Schedule Select one or more schedule options.

Click View.png. The schedule displays as per the filter applied.

ReleaseSchedule_2.png

The filter information bar displays under the filter section.

Save and Load Filters

ReleaseSchedule_3.png

Save Filter

To save your filter pattern so it can be loaded later:

  1. Click Save Filter
  2. On the ‘Save Filter’ pop-up enter the Filter Name and Description.
  3. Select who can view this filter on Viewable by.
  4. Click Save-and-Close.png.

Load Filter

To open a saved filter:

  1. Click Load Filter.
  2. Select one of your saved filters from the My Filters drop-down
    or select a public filter from the Public Filters drop-down.
  3. Click ApplyFilter.png.

The filter will load and the schedule will be displayed.

Copy Filter

Click CopyFilter.png to copy the link to Release Schedule that contains all your filters and settings. Then paste the URL into an email or another document.
you must be logged in to Plutora to open the link.

Clear Filter

To clear the filter you have applied, click Clear.png.

Delete Filter

To delete a saved filter, click Load Filter and select the filter that you want to delete from the My Filters or Public Filters drop-down. Then click DeleteButton.png.

View Options

ReleaseSchedule_4.png

Time scale

To change the time scale view, select a time, for example, Weekly, from the Time Scale drop-down menu.

To revert back to the default scale, select All.

View Full Screen

To view the release schedule full screen, click View-Full-Screen.png.

Click Exit Full Screen View to go back.

Release Schedule

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

ReleaseSchedule_5.png

Export Release Schedule to PDF

To export a release schedule to PDF, click Export-to-PDF.png.

 

Field Description
Export Range Select a range from the drop-down:
  • Complete Schedule: Whole schedule without filtering.

  • Date Range: Select a date range.

  • Current View: The current manually filtered view.
Export Mode Select a mode.
  • Single page: Compress the schedule to a single page.

  • Multiple pages: Split the schedule into multiple landscape pages.

  • Multiple pages vertically: Split the schedule into multiple portrait pages.
Paper Format Select a paper format.
Orientation Select Portrait or Landscape orientation.
Add Page Number If more than a single page is being exported, check to add the page number.

Click Export.png.

Legends

The bottom of the page displays the legend of the phase per Release in the Release Schedule. You can customize the color in Release Phases.

You can hide the legends by selecting Hide Legend in Filter Options.

More Information

View Release Information

Hover over the Release to view the Release information.

ReleaseSchedule_6-768x305.png