Creating a Release Portfolio
This functionality is intended to create a Release Portfolio to speed the creation of a new release when grouping it by specific criteria previously established.
In order to use the function of linking Agile Analysis of Risk Form, it is necessary:
To previously register a form in General Register > Analysis Form > Register Form
- Access the functionality through the main menu Processes > Release Management > Release Portfolio;
- Click on "New Portfolio" and complete the fields
Field | Description |
|---|---|
Name(*) | Identify the release portfolio by a name |
Description | A description of the portfolio |
Icon | Select an image for the portfolio |
(*) Indicate mandatory fields.
After creating the portfolio, select it and click on "Advance". Then, click on "New Model" and complete the fields:
Field | Description |
|---|---|
Icon | Set an image to represent the portfolio |
Name (*) | Name of the portfolio |
Description | Describe the portfolio |
Flow (*) | Select a flow to the portfolio |
Executor Group (*) | Select the group responsible to execute the portfolio |
Calendar (*) | Select the type of Calendar for the portfolio |
E-mail Creation (*) | Select the template for E-mail Creation |
E-mail Completion (*) | Select the template for E-mail Completion |
E-mail Actions (*) | Select the template for E-mail Actions |
Impact (*) | Set the degree of Impact |
Urgency (*) | Set the degree of Urgency |
Category(*) | Select the category for the portfolio |
Agile Analysis of Risk Form | Field to include forms linked to the Release Management practice |
Status(*) | Set the status of this model as New, Active, or Retired |
Contract | Link a contract |
💡 Tip: When we advance in the portfolio, depending on the status that has been defined, the chosen model will appear in the tab (New, Active or Retired), and it is possible to edit or delete it.
After completing all the fields, click on "Save".
