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Define an enterprise release phase

Define an enterprise release phase

Plan and carry out the enterprise release work in phases. Define important aspects of the phase, such as duration, milestone, and assignment group.

Before you begin

Role required: Enterprise Release Manager [sn_erm.enterprise_release_manager]

Procedure

  1. Navigate to Enterprise Release Management > Enterprise Releases > All Enterprise Releases > Enterprise Release Phases.
  2. Click New.
  3. On the Enterprise Release Phases form, fill in the fields.
    Table 1. Enterprise Release Phases form fields
    Field Description
    Number System-generated number with a configurable prefix.
    State Current state of the release phase.
    • Draft: Entry stage where the release record is created, but may not have complete details of the scope.
    • Scoping: Release scope is defined by breaking down the release activities into phases and by setting milestones.
    • Work in Progress: Work on the release has begun.
    • Testing/QA: Projects or tasks within the release are validated and checked if they have met the release acceptance criteria.
    • Deploy/Launch: Release build is deployed.
    • Closed Complete: Release build is delivered.
    • On Hold: Release is put on hold for some reason. May be resumed in the future.
    • Canceled: Release is canceled for some reason.
    Milestone Significant point in the release phase marking the overall progress.
    Note: Work on a release phase does not start until the milestone defined in the previous release phase is achieved.
    Assignment group Group that would work on the release phase activities.
    Percent complete Percentage of work completed in the release phase. This calculation sums up the percentage complete values of all tasks within the release phase.
    Short description Brief description of the release phase.
    Description More verbose description of the release phase.
    Schedule tab
    Planned start date Intended date the release phase begins.
    Planned end date Intended date the release phase ends. After you add tasks, this field is calculated from the tasks.
    Planned duration Expected duration of the release phase. After you add tasks, this field is calculated from the duration of the tasks.
    Planned effort Estimate of how much time it takes to complete the release phase. This calculation sums up planned effort values of all tasks in the release phase.
    Remaining duration Difference between planned duration and actual duration.
    Actual start date Date that this release phase began.
    Actual end date Date that this release phase ended.
    Actual duration Actual duration of the release phase from start to closure.
    Actual effort Actual number of hours charged to the resources on this release phase.
    Remaining effort Difference between planned effort and actual effort.
  4. Click Submit.