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Planview Customer Success Center

System Setup Customization

Introduction

System Setup Customization gives Release Managers a better understanding of the impacts related to their projects by allowing Systems to be inherited from:

  • Changes to Project or Independent Releases and via the APIPUT /changes/{changeid}/deliveryReleases/{releaseID}
  • Child Project or Independent Releases to their parent Enterprise Release and via the APIPUT /releases/{id}

Pre-requisite

To be able to do ‘System Setup Customization’, you must have ‘Access Customizations’ User Permission.

Navigation

Navigation SettingsNew (8).png > Customization > Environments > System Setup Customization

Manage System Setup

To manage System Setup:

  1. Navigate to Settings SettingsNew (8).png > Customization > Environments.
  2. Click System Setup.
  3. Select the from Change to Project/Independent Release checkbox to make:
    • Project and Independent Releases inherit the Impacted and Regression Systems linked to Changes, when those Changes are added to the Release via the Change tab.
    • Linking is one way. Removing the Change later will not remove the inherited Systems.
    • The API call PUT /changes/{changeid}/deliveryReleases/{releaseID} will also cause a Change’s Systems to be inherited by Project or Independent Releases.
  4. Select the from Project/Independent Release to Enterprise Release checkbox to make:
    • Parent Enterprise Releases inherit the Impacted and Regression Systems linked to child Project or Independent Releases, when those child Releases are added to the parent via the Release Manifest tab or from the Release Dependency field in the child Release.
    • Linking is one way. Removing the child Release later will not remove the inherited System.
    • The API call PUT /releases/{id} will also cause a child Release’s Systems to be inherited by a parent Release.
  5. Click submit (6).png.

Deselect the checkboxes to toggle the respective features off.

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