Configure the Agile Time Tracking Project Template

In Release 15.5.0.1 and earlier, you could use the Time Tracking Project Template available with the Agile add-in to integrate cappm with rally portfolio items. The template contains the following time tracking sub tasks that are automatically generated for any new features imported from rally or for  tasks created within cappm. 
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NOTE
: Support for the
Time Tracking Project Template
was discontinued in CA PPM 15.5.1. We leave this documentation in place for reference for customers who are upgrading from previous releases. The
Agile Central
tab of the
Integration
configuration settings in CA PPM no longer allows you to select a time tracking template. The Synchronize Agile Central job no longer uses this attribute.
: The time tracking template was superseded by the one-to-many flexibility in 15.5.1 where you can skip levels beyond a one-to-one mapping of portfolio items. Sychronization job performance is also improved with the removal of the legacy time tracking template.
In Release 15.5.0.1 and earlier, you could use the Time Tracking Project Template available with the Agile add-in to integrate
Clarity PPM
 with
CA Agile Central
 portfolio items. The template contains the following time tracking sub tasks that are automatically generated for any new features imported from 
CA Agile Central
or for  tasks created within
Clarity PPM
  • Design
  • Development
  • Test/QA
  • Documentation
With these high-level tasks in place by default, project teams can focus on defining and capturing the actual work using stories and tasks.
2
Recommendations for Creating the Project Template 
  • Use the project template included in the Agile add-in as an example when creating additional time tracking project templates. Define only a small number of tasks for the template.
  • The charge code and cost type values are not populated for these tasks by default in the template. Select these values for your tasks in the project template before using the template for the integration.
  • The template supports a hierarchical work breakdown structure. However, If you need to create a hierarchy, keep the levels at a minimum. A hierarchy with a large number of levels can impact performance.
After the integration is set up and the Synchronize Agile Central job runs for the first time, the following changes are reflected in
Clarity PPM
:
  • Agile Central to PPM or Bidirectional integration
    : A portfolio item created in
    CA Agile Central
    is brought in as a new task in
    Clarity PPM
    , if it is not already there. The new task is created based on the Portfolio Item Type Map (Task) value defined in the integration instance. The tasks from the Agile Time Tracking Project Template are automatically created as sub tasks under the new task in 
    Clarity PPM
    .
  • PPM to Agile Central or Bidirectional integration
    : The project manager creates a new task in
    Clarity PPM
    . The tasks from the Agile Time Tracking Project Template are automatically created as sub tasks under the new task.
During subsequent synchronizations, the sub tasks are updated to reflect the latest status from the
CA Agile Central
portfolio item.
NOTE
: Support for the
Time Tracking Project Template
was discontinued in CA PPM 15.5.1. We leave this documentation in place for reference for customers who are upgrading from previous releases. The
Agile Central
tab of the
Integration
configuration settings in CA PPM no longer allows you to select a time tracking template. The Synchronize Agile Central job no longer uses this attribute.
Example: PPM to Agile Central Integration Direction
An integration instance is setup using the following defaults:
  • Clarity PPM
    projects are mapped to initiative portfolio items in
    CA Agile Central
  • Clarity PPM
    tasks are mapped to feature portfolio items in
    CA Agile Central
  • The Create and Sync Tasks option is selected.
The following high-level process describes how you synchronize and update the agile projects:
  1. In
    Clarity PPM
    , create and associate a time tracking project template to the integration instance.
  2. In 
    Clarity PPM
    , create a project and connect it to
    CA Agile Central
    .
  3. Run the Synchronize Agile Central job to create the 
    Clarity PPM
    project as an initiative in
    CA Agile Central
    .
  4. Create features under the linked initiative in
    CA Agile Central
    . The next time the Synchronize job runs, it creates tasks in 
    Clarity PPM
    corresponding to these features. At this point, the tasks in the Agile Time Tracking template are automatically created as sub tasks underneath the feature tasks.
As you create new features for the initiative in
CA Agile Central
, the process repeats. New tasks and sub tasks are created automatically in
Clarity PPM
corresponding to the new features.
Rules for Creating Sub Tasks Created from Templates
The Synchronize Agile Central job creates sub tasks in
Clarity PPM
based on the following rules for name and ID. If the project manager updates the external ID for a task in 
Clarity PPM
at a later time, the Synchronize job does not update the existing sub-tasks. Also, sub tasks are created only for the first time the
Clarity PPM
task is synchronized.
Sub Task Name
  • Starts with the portfolio item ID displayed in parentheses, followed by the task name from the Time Tracking Project Template.
  • The name is truncated if it exceeds 150 characters.
  • The last 5 characters are replaced by '...' indicating that the task name continues.
  • Shorter task names are recommended when creating a custom template.
Sub Task ID
  • Starts with the portfolio item ID, followed by the task ID from the Time Tracking Project Template, separated by a dot (".").
  • The task ID in the template can follow any task or contain any value including null values.
  • When the Synchronize job creates the sub task, it does not consider the task ID in the template.
  • Always formatted regardless of what is defined in the template.
  • If the portfolio item ID exceeds 12 characters, then it is modified to contain only the first two characters followed by the task ID number from the template.
  • Task IDs are limited to 16 characters in 
    Clarity PPM
    . In
    CA Agile Central
    there are no such limits.
  • The task number is a counter limited to 999 tasks. However we do not recommend a template with a large number of tasks as It can impact performance.
Example:
Assuming that the following information is available for an integration instance:
  • Portfolio item: Feature A
  • Portfolio item ID: F123
  • Template task name: Design
  • Template task ID: 001
In this case, the job creates a sub task with the following name and ID in
Clarity PPM
:
  • Sub task name: (F123) Design
  • Sub task ID: F123.001
NOTE
: Support for the
Time Tracking Project Template
was discontinued in CA PPM 15.5.1. We leave this documentation in place for reference for customers who are upgrading from previous releases. The
Agile Central
tab of the
Integration
configuration settings in CA PPM no longer allows you to select a time tracking template. The Synchronize Agile Central job no longer uses this attribute.