Creating release documents

A release document tracks the release details and the availability to customers in projects, programs or portfolios. 

This topic guides you on how to submit and edit documentation documents.

To create and edit a release document

1. Log in Portfolio Management application.
2. Open the Portfolio, Program or Project, where you want to create the new document.
3. Go to the Related tab and click New.

4. On the Create Document page, enter the values for the following fields: 

   Field	Description
   Document Type	Select Release from the dropdown.
   Index	Enter the position number at which you want to place the document. This field helps maintain the indexing of documents.
   Summary	Enter a summary to describe the objective of the Document.
   Visible in Portfolio	Select from: Yes or No. If selected Yes, the document will be listed on the related tab of the portfolio.

5. Click Create. The new document is created in Draft status.
6. To add the details of the document, click on Summary from the list.

7. On Specify Document page details, add the data required in the corresponding fields: 

   Field	Description
   Release Version	Enter a Release version.
   Release Description	Provide detailed description which can have information about the release.
   Release Controlled Availability	Select the tentative date for the Product's Release.
   General Availability	Select the tentative date for the Product's General Availability to customers.

8. Click Save. Once required information based on document type is added it goes into Defined status.