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Planview Customer Success Center

Manage Environment Conflicts Report

Environment Conflicts Report allows users to see and resolve booking conflicts.

How are Environment booking conflicts defined?

Environment-Conflicts-Mar-31-2020-768x422.png

Location

To locate the Environment Conflicts Report:

  1. Go to Reporting > Analytics.
  2. Search for Environment Conflicts.

Layout

The Environment Conflicts Report displays the following:

  • Filters:
    Environment-Conflicts-Mar-31-2020-filter-768x422.png
    • The top section of the Environment Conflicts Report allows the user to filter the data in the rest of the report by:
      • Date Range:
        • Set the Start Date (left) and End Date (right).
      • Booking Status:
        • Select whether the booking has been Approved, is Pending, or has been Rejected.
        • Avoid selecting Rejected, as rejected bookings do not cause conflicts.
      • Conflict Booking Status:
        • Select whether the conflicting booking is Approved or Pending.
      • Organization:
        • Select the bookings by Organization.
      • Environment or Environment Group
        • Select by Environment or Environment Group.
        • Environments have the prefix Env. and Environment Groups have the prefix Grp.
      • Phase:
        • Which Release Phase, if any, that the Environment or Environment Group is associated with.
      • Whether the Environment is a Shared Environment:
        • Select whether or not the Environment is shared and can have multiple bookings.
  • Environment or Environment Group:
    Environment-Conflicts-Mar-31-2020-env-env-group-768x422.png
    • The first column displays the Environment or Environment Group that has one or more conflicts for the selected Date Range.
  • TEBR or Release:
    Environment-Conflicts-Mar-31-2020-tebr-release-768x422.png
    • The second column displays the TEBRs or Releases involved in the conflicts.
    • TEBRs display their ID number, starting with EB, then their name.
    • Releases display their name only.
    • Each row represents a different, conflicting booking. So an Environment or Environment Group with three rows in the TEBR/Release column has three conflicting bookings.
  • Timeline:
    Environment-Conflicts-Mar-31-2020-timeline-768x422.png
    • Begins with the selected Start Date and ends with the End Date.

      If a conflict begins before the Start Date but ends before the End Date, it will be displayed.

    • It contains the conflicts, represented by blue or green bars.
    • Green or yellow lines show Pending bookings.
    • Hover over a conflict bar or line to see more information about the conflict, including the TEBRs or Releases involved, and the dates of the conflict.
    • Click a block or line to make it and its conflicting booking details list under the Booking Details panel.
    • Short bookings (minutes or seconds) will appear as thin vertical lines. Hover over the short booking to see more information.
  • Booking Details:
    Environment-Conflicts-Mar-31-2020-booking-details-768x422.png
    • Lists the selected booking conflicts.
    • Click on a row to open the records so that you can change the dates and remove the conflict.

How to Find and Remove Conflicts

To find and remove booking conflicts:

  1. Go to Reporting > Analytics.
  2. Search for Environment Conflicts.
  3. Filter for the Date Range at a minimum.
  4. Click a conflict bar or line to list the conflict information in Booking Details.
  5. Click a row in Booking Details to open the record.
  6. Change the booking dates in the record to remove the conflict.