Selecting an existing job plan

If an existing job plan fits the needs of a release, you can apply this job plan to the release. When you apply an existing job plan, the Release Plans view is populated with any nested job plans (also called activities) that are contained in the selected job plan, along with all of the tasks that are defined within each nested job plan. After you apply a job plan to a release, it becomes the release work plan and can be modified without changing the job plan.

About this task

You can examine the details of existing job plans by opening the Job Plans application (Go To > Planning > Job Plans) and opening job plans in the list. Release job plans and nested job plans begin with the letters PMREL.

For a description of the release-level job plans (job plans that contain nested job plans to cover an entire release process) that are shipped with this product, see the "Job plans" topic. One of the two shipped job plans is the PMRELEASE job plan, which provides a set of activities, with tasks, that cover the major steps in the typical release process.

Note: Rather than applying a job plan to a release, you can open the Plans tab and manually define each of the activities and tasks that you want for a release. This is not the most efficient way to structure a release; it is recommended that you apply a job plan and then edit the tasks as needed to define an appropriate work plan for the current release.
To apply an existing job plan to a release, perform the following steps:

Procedure

  1. In the Releases application, open the release to which you want to apply a job plan, and open the Plans tab.
  2. In the Job Plan field, select Select Value.
  3. In the Select Value dialog, specify RELEASE in the Class menu, and click Refresh to show all of the release job plans that are defined in your environment.
  4. Click the name of the job plan that you want to apply to the release. The Plans view of the release is populated with the tasks that are defined by the selected job plan.
  5. Expand the tasks, and make sure that Inherit Status Changes is not checked. Otherwise, the task will inherit the current release status rather than having its own status value. This check box is checked by default.
  6. Click (Save) to save the release, which now has a predefined job plan associated with it. You can edit the activities and tasks in the plan as needed. Ensure that you assign task owners, so that the Flow Controller can assign tasks to the correct users as the tasks are ready for completion.
  7. To change the Release status to INPRG, select the Change Status action, select In Progress from the New Status menu, add any relevant comments in the Memo field, and click OK. The first task in the job plan is kicked off. As long as the release has the INPRG status, tasks are started when the preceding tasks are completed, until the work plan has been completed.
Parent topic: Applying a job plan

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