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Associating an Outcome with Releases

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Associate an Outcome with Releases through the Schedule Tab

To associate an outcome with releases through the Schedule tab:

  1. Take one of the following actions:
  • On the Outcomes menu, click the relevant outcome and then click Outcome View. For help with menus, see Menu Basics.
  • Use the Search text box in the banner to search for a specific outcome. Then on the relevant row, click the action menu button > Outcome​​​​ View.
  1. Click the Schedule tab.
  2. Click Select Release, and then use the Data Picker to select the appropriate releases.

    A row for each release you selected is appended to the Milestones, Releases, and Stages section of the Schedule tab. For some business rules relevant to the tab, see this article's Dig Deeper section.

               

    example Schedule tab with descriptions of release-related elements

    Schedule tab after an outcome is associated with another release

               

           

           

Dig Deeper 

  • The following business rules apply to the Schedule screen and Schedule tab:
    • You can't edit release names through the Schedule screen or Schedule tab because an administrator specifies those names while defining the Release structure.
    • Although you can't set release dates through the Schedule screen or Schedule tab, administrators can create configured screens that support setting release dates through the Review Releases screen.
  • You can delete an outcome's association with a release by clicking the action menu  > Delete on the appropriate row. Doing so doesn't delete the release.
  • On the Outcome Portfolio View screen and Strategy Portfolio View screen, clicking the action menu button > Outcome View on an appropriate row accesses the Outcome View screen. You can then click the Schedule ​​​​​​tab.
  • Depending on your system's configuration, you can also associate a strategic entity with releases and associate work with releases.
  • In addition to letting you associate releases with outcomes, the system permits configuring an Outcome portfolio's advanced options so that the relevant portfolio includes outcomes relevant to specific releases.

           

           

Prerequisites (Why can't I associate an outcome with releases?)

If you can't associate an outcome with releases, contact your administrator to ensure that the following prerequisites are met.

           

NOTE

The prerequisites vary depending on whether you are making the association from outcome portfolio management or strategic management.

           

User Role Features

From Outcome Portfolio Management

From Strategic Management

Enabled Global or System Options

From Outcome Portfolio Management

From Strategic Management

Grants

  • Read-only or read/write grants to the relevant outcome.

Additional Prerequisites

From Outcome Portfolio Management

  • The Schedule option is enabled to display on the action menus relevant to outcomes.
  • An administrator defined the Release structure.
  • You can make the association through the Outcome View screen's Schedule tab only if an administrator made the tab available to you.

From Strategic Management

  • The Schedule option is enabled to display on the action menus relevant to outcomes.
  • The outcome is associated with a strategic entity.
  • You can make the association through the Outcome View screen's Schedule tab only if an administrator made the tab available to you.

From Outcome Portfolio Management

  • The Schedule option is enabled to display on the action menus relevant to outcomes.
  • You can make the association through the Outcome View screen's Schedule tab only if an administrator made the tab available to you.

From Strategic Management

  • The Use Enterprise Investment Models strategic management option is disabled.
  • The Schedule option is enabled to display on the action menus relevant to outcomes.
  • The outcome is associated with a strategic entity.
  • You can make the association through the Outcome View screen's Schedule tab only if an administrator made the tab available to you.