Releases › How to Work with Releases › Create Releases

Create Releases

Complete the basic information for a release using the create release page.

Follow these steps:

1. Open Home, and from Requirements Planning, click Release.

   The list page appears.

2. Click New.

   The create page appears.

3. Complete the following fields, and save:

   Name

   Defines the release name.

   Required: Yes

   ID

   Defines the release unique identifier.

   Required: Yes

   Investment

   Specifies the name of the investment owning the release.

   Required: Yes

   Highlights

   Defines the release highlights.

   Release Manager

   Defines the name of the release manager.

   Status

   Specifies the release status.

   Values: Approved and Unapproved

   Default: Unapproved

   Type

   Specifies the release type.

   Values: Compliance, Growth, New Product, Priority Enhancements, Research, and Service Release

   Default: Undefined

   Effort (Budget)

   Defines the budgeted effort to deliver the release.

   Operating Expense (Budget)

   Defines the budgeted operating expenses from the total cost for a release.

   Capital (Budget)

   Defines the budgeted capital expenses from the total cost for a release.

4. In the Organizational Breakdown Structures section, define the OBS to associate with the resource for security, organizational, or reporting purposes.

   See the CA Clarity Basics User Guide for more information.

   Department

   Defines the financial department and entity associated with the release. The department requires to belong to the same entity as the location.

   Location

   Defines the location of the financial department associated with the release. The location requires to belong to the same entity as the department.

   The new release displays on the releases list.

More information:

Edit Release General Properties