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Edit Release General Properties

Use the release properties page to define and edit the properties for a release.

Follow these steps:

  1. Open the release.

    The general page appears.

  2. Edit 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

    Associated Project/Program

    Displays the name of the project or program linked to the release. The release can only be linked to one project or program.

    Currency Code

    Defines the currency to calculate the release budget and estimate values.

  3. In the Effort section, define the budgeted and estimated effort for the release.
    Effort (Budget)

    Defines the budgeted effort to deliver the release.

    Effort (Estimate)

    Displays your organization estimated effort amount to deliver the release.

  4. In the Cost section, define the budgeted and estimated capital and operating expenses for 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.

    Total Cost (Budget)

    Displays the total budgeted cost for the release based on the following formula:

    Total Cost (Budget) = Operating Expense (Budget) + Capital (Budget)
    
    Operating Expense (Estimate)

    Displays the estimated portion of the total cost attributed to operating expenses of the release.

    Capital (Estimate)

    Displays the estimated portion of the total cost attributed to capital expenses of the release.

    Total Cost (Estimate)

    Displays the total estimated cost of the release, based on the following formula:

    Total Cost (Estimate) = Operating Expense (Estimate) + Capital (Estimate)
    
  5. In the Organizational Breakdown Structures section, define the OBS you want 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.