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Planview Customer Success Center

Manage Events

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Introduction

Events can be anything that occurs on a certain date and time. For example, meetings, accidents, when a decision was made, and so on. 

The Event tab allows you to track the events associated with your Release. Events added under this tab will be displayed on the Release Calendar.

Pre-requisite

  • To view the Event tab in a Release pop-up, ‘Enable Event Functionality’ must be selected in the Release Event Management.
  • You must have the ‘View Enterprise Release Tabs – View Events Tab’ user permission enabled to view the ‘Event’ tab and ‘Add/Update/Delete Events in Enterprise Releases’ user permission to add events. 

Release > Manager

Access ‘Event’ tab

To access the Event tab:

  1. Navigate to the ‘Release Manager’ page.
  2. Search for the Release in which you want to manage the Events. You can use the filter options available on this page.
  3. Open the record by clicking on the Release ID or Release Name.
  4. Click on the Event tab.

Environment12-1.png

Add an Event

To add an Event, on the Event tab, click New-Event.png and fill in the following details:

Fields Description
ID/Name/Description Enter a unique ID, name, and description for the Event.
Type Select a type from the drop-down. To customize these types, see Release Event Type
Portfolio Select a portfolio from the drop-down. To customize these portfolio, see Release Event Portfolio
Status Select a status from the drop-down. To customize, see Release Event Status
Date Select the event date from the drop-down. The Release’s Implementation Date appears as the default date but it can be changed.

Click Update-grey.png then clickSave-Orange.png . 

Event2-1-1.png

Edit Event

To edit an event, double click the Event and update the fields. Then click Update-grey (1).png and Save-Orange (1).png . 

Delete Event

To delete an Event, click DeleteRed.png next to the Event.

Event3-1.png

Release & Verify will delete the Event.

More Information

Add/Remove Columns

Hover your mouse cursor over a column header to display columndropdown.png. Click Columns and then select or deselect column checkboxes to toggle column visibility.

Event4-1.png

Sort a column

To sort a column, click on the column header. ↑ or ↓ displays indicating the ascending or descending column sort.