Previous Topic: How to Work with Release Plans

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Create Release Plans

You can complete release plan basics using the create release plan page.

Follow these steps:

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

    The list page appears.

  2. Click New.

    The create page appears.

  3. Complete the following fields, and save:
    Name

    Defines the release plan name.

    Required: Yes

    ID

    Defines the release plan unique identifier.

    Required: Yes

    Release Plan Manager

    Defines the name of the release plan manager.

    Currency Code

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

  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 plan. The department belongs to the same entity as the location.

    Location

    Defines the location of the financial department associated with the release plan. The location belongs to the same entity as the department.

    The new release plan displays on the release plans list page.