Configure Integration Views

When you install the Agile add-in, some object views are reinstalled to display information in a different way than the default
Clarity
installation. If you previously used
Classic PPM
Studio to configure the default product views, these configurations do not change. They are not overwritten by new or changed content during the Agile add-in installation. Use the information provided in this section to compare the Agile add-in views to your configurations. You can then decide whether to change your existing product configurations or to apply the new Agile add-in content.
The agile fields listed for the integration, project, and task views in this section are also available in
Clarity
. To view these fields on your project and task pages in
Clarity
, configure the applicable project blueprint details. See
Clarity
: Configure Blueprints for Projects and Investments
for details.
The following table lists the views that are modified for the Integration object in the Agile add-in.
View
Integration Type
Page ID
Display Condition
Rally
Both
agl_integration
Integration Vendor =
Rally
Integration Policy
Portfolio Item
agl_pi_policy
Integration Vendor =
Rally
and Integration Type = Portfolio Item
Portfolio Item Hierarchy
Investment
agl_port_item_type
Integration Vendor =
Rally
and  Integration Type = Investment
When you apply the add-in, the following configurations become available for the integration views:
5
5
Rally
(Portfolio Item or Investment)
The following table lists the fields on the
Rally
page for both integration types. See
Define the Integration Attributes
in this article for details about the fields.
Section
Field
Corresponding Field in
Rally
System of Record
General
Integration Type
N/A
Clarity
Task - Create Defaults
Task Open for Time Entry
N/A
Clarity
Task Cost Type
N/A
Clarity
Task Charge Code
N/A
Clarity
Integration Policy (Portfolio Item)
The following table lists the fields on the Integration Policy page. See
Define the Integration Attributes
in this article for details about the fields.
Section
Field
Corresponding Field in
Rally
System of Record
Integration Policy
Portfolio Item Type Map (Project)
N/A
Clarity
Portfolio Item Type Map (Task)
N/A
Clarity
Create and Sync Tasks
N/A
Clarity
Create Direction
N/A
Clarity
Default Agile Central Owner ID
N/A
Clarity
Default Agile Central Project ID
N/A
Clarity
Team - Create Defaults
Create and Sync Team
N/A
Clarity
Team Open for Time Entry
N/A
Clarity
Portfolio Item Hierarchy (Investment)
The following table lists the fields on the Portfolio Item Hierarchy page for the Investment integration type. See
Define the Integration Attributes
in this article for details about the fields.
Field
Corresponding Field in
Rally
System of Record
Portfolio Item Type
Portfolio Item
Rally
Ordinal
Ordinal
Rally
Create and Sync Portfolio Items
N/A
Clarity
Project Views
The following table shows the views that are modified for the Project object in the Agile add-in.
View
Integration Type
Page ID
Display Condition
Agile Integration Settings
Both
project_agl_integration_settings
N/A
Agile Summary - Portfolio Item Integration
Portfolio Item
agl_integration
Project Integration Type <> investment
Agile Summary - Investment Integration
Investment
agl_inv_integration
Project Integration Type = investment
Properties - General
Both
projectGeneral
Configure the Properties - General view for the Project object to include the Synchronize Agile Central action in the Actions menu. The new action allows users to run the Synchronize Agile Central job at the project instance level.
When you apply the add-in, the following configurations become available for the project views:
Project Agile Integration Settings (Portfolio Item or Investment)
The following table lists the fields on the Project Properties Main - Settings page for both integration types. See Synchronize a Project with
Rally
Portfolio Items
for details about the fields.
Section
Field
Corresponding Field in
Rally
Agile Integration
Synchronize
N/A
Create and Sync Stories
N/A
Agile System
N/A
Integration Type
N/A
Project Agile Summary - Portfolio Item Integration
The following table lists the fields on the Project Agile Summary page for the Portfolio Item integration type.
Section
Field
Corresponding Field in
Rally
System of Record
Notes
General
Portfolio Item ID
ID
Rally
Agile State
State
Rally
Agile Preliminary Estimate
Preliminary Estimate
Rally
Planning
Agile Investment Category
Investment Category
Rally
The attribute is available to all portfolio items in the portfolio hierarchy. You can associate each portfolio item with only one investment category.
Agile Value Score
Risk Score
Rally
Agile Risk Score
Value Score
Rally
WSJF Score (SAFe scoring attribute)
WSJF Score
Rally
Schedule
Agile Planned Start
Planned Start Date
Rally
Agile Planned Finish
Planned End Date
Rally
Agile Release
Release
Rally
Agile Actual Start
Actual Start Date
Rally
Agile Actual Finish
Actual End Date
Rally
Agile Milestones
Milestone
Rally
Story Metrics
Estimated Story Points
Total Story Points
Rally
Accepted Story Points
Accepted Leaf Story Points
Rally
% Done by Agile Plan Estimate
% Done by Plan Estimate
Rally
Estimated User Stories
Total User Stories
Rally
Accepted User Stories
Accepted Leaf Story Estimate
Rally
% Done by Story Count
% Done By Story Count
Rally
Sync Job Information
Last Agile Sync Date
N/A
Clarity
See
Review Integration Status for Synchronized Projects
in this article for details about this field.
Last Agile Sync Status
N/A
Clarity
See
Review Integration Status for Synchronized Projects
in this article for details about this field.
Project Agile Summary - Investment Integration
The following table lists the fields on the Project Agile Summary page for the Investment integration type. See
Synchronize a
Clarity
Project with
Rally
Investments
in this article for details about the fields.
Section
Field
Corresponding Field in
Rally
System of Record
Rally
Investment
Create
Rally
Investment
N/A
Clarity
Last Agile Investment Created Date
N/A
Clarity
Last Agile Investment Status
N/A
Clarity
Rally
Investments
N/A
Clarity
Sync Job Information
Last Agile Sync Date
N/A
Clarity
Last Agile Sync Status
N/A
Clarity
Task Views
The following table shows the views that are modified for the Task object in the Agile add-in.
View
Integration Type
Page ID
Display Condition
Task Agile Summary
Portfolio Item
agl_integration
Task Ordinal = null and Task Story ID = null
Task Agile Summary
Investment
agl_inv_integration
Task Ordinal > 0 and Task Story ID = null
Task Agile Summary
Investment
agl_inv_integrationLowest
Task Ordinal = 0 and Task Story ID = null
Task Agile Summary
Both
agl_integrationStory
Task Story ID IS NOT null
When you apply the add-in, the following configurations become available for the task views:
Task Agile Summary (Portfolio Item Integration)
The Agile Summary page is organized into the following sections:
    • Agile
    • Planning
    • Schedule
    • Story Metrics
The following table lists the fields in the
Agile
section.
Field
Corresponding Field in
Rally
System of Record
Notes
Synchronize
N/A
Clarity
When the checkbox is selected, the
Clarity
task is created in
Rally
as a portfolio item. This behavior occurs when tasks are configured to synchronize in the
Clarity
-to-
Rally
direction or the bidirectional mode (but not when tasks are synchronized in the
Rally
-to-
Clarity
direction).
Portfolio Item ID
ID
Rally
Parent Portfolio Item ID
The ID of the parent as displayed in the hierarchy
Rally
Agile State
State
Rally
Agile Preliminary Estimate
Preliminary Estimate
Rally
The following table lists the fields in the
Planning
section.
Field
Corresponding Field in
Rally
System of Record
Notes
Agile Investment Category
Investment Category
Rally
A budget or investment area that a portfolio item supports. The attribute is available to all portfolio items in the portfolio hierarchy. You can associate each portfolio item with only one investment category.
Agile Value Score
Value Score
Rally
Agile Risk Score
Risk Score
Rally
WSJF Score (SAFe scoring attribute)
WSJF Score
Rally
The following table lists the field in the
Schedule
section.
Field
Corresponding Field in
Rally
System of Record
Notes
Agile Planned Start
Planned Start Date
Rally
Agile Planned Finish
Planned End Date
Rally
Agile Release
Release
Rally
The attribute is available only to the feature portfolio item. You can associate each portfolio item (feature) with only one release.
Agile Actual Start
Actual Start Date
Rally
Agile Actual Finish
Actual End Date
Rally
Agile Milestones
Milestones
Rally
The attribute is available to all portfolio items in the portfolio hierarchy. You can associate each portfolio item with multiple milestones.
The following table lists the field in the
Story Metrics
section.
Field
Corresponding Field in
Rally
System of Record
Estimated Story Points
Available with
Rally
API. The value is dynamically calculated by
Rally
based on user story status.
Rally
Accepted Story Points
Available with
Rally
API. The value is dynamically calculated by
Rally
based on user story status.
Rally
% Done By Agile Plan Estimate
% Done By Plan Estimate
Rally
Estimated User Stories
Available with
Rally
API. The value is dynamically calculated by
Rally
based on user story status.
Rally
Accepted User Stories
Available with
Rally
API. The value is dynamically calculated by
Rally
based on user story status.
Rally
% Done by Story Count
% Done By Story Count
Rally
Task Agile Summary (Investment)
Depending on the portfolio item hierarchy level (theme, epic, initiative, or feature), the corresponding Agile Summary page appears listing the relevant sections and fields.The following table lists the fields on the Agile Summary page for a portfolio item.
Portfolio Item Hierarchy Level
Section
Field
Corresponding Field in
Rally
System of Record
All (Theme, Epic, Initiative, Feature)
General
Portfolio Item ID
ID
Rally
Portfolio Item Type
Portfolio Item
Rally
Parent Portfolio Item ID
Parent ID
Rally
Parent Portfolio Item Type
Type
Rally
Rally
Investments
Name
Rally
Agile State
State
Rally
Agile Preliminary Estimate
Preliminary Estimate
Rally
All (Theme, Epic, Initiative, Feature)
Planning
Agile Investment Category
Investment Category
Rally
Agile Value Score
Value Score
Rally
Agile Risk Score
Risk Score
Rally
WSJF Score (SAFe scoring attribute)
WSJF Score
Rally
All (Theme, Epic, Initiative, Feature)
Schedule
Agile Planned Start
Planned Start Date
Rally
Agile Planned Finish
Planned End Date
Rally
Agile Milestones
Milestones
Rally
Feature
Schedule
Agile Actual Start
Actual Start
Rally
Agile Actual Finish
Actual Finish
Rally
Agile Release
Release
Rally
Feature
Story Metrics
Estimated Story Points
Available with
Rally
API. The value is dynamically calculated by
Rally
based on user story status.
Rally
Accepted Story Points
Available with
Rally
API. The value is dynamically calculated by
Rally
based on user story status.
Rally
% Done By Agile Plan Estimate
Percent Done By Story Plan Estimate
Rally
Estimated User Stories
Available with
Rally
API. The value is dynamically calculated by
Rally
based on user story status.
Rally
Accepted User Stories
Available with
Rally
API. The value is dynamically calculated by
Rally
based on user story status.
Rally
% Done By Story Count
Percent Done by Story Count
Rally
Task Agile Summary (Portfolio Item or Investment)
The following table lists the fields on the Agile Summary page for a user story:
Section
Field
Corresponding Field in
Rally
User Story/Feature/Both
System of Record
Notes
Agile
Story ID
ID (Story)
Story
Rally
Parent Story ID
ID (Story)
Story
Rally
Portfolio Item ID
ID
Both
Rally
Portfolio Item Type
Portfolio Item
Both
Rally
Schedule
Agile State
State
Both
Rally
Agile Release
Release
Both
Rally
Agile Iteration
Iteration
Story
Rally
Agile Status
Status
Story
Rally
The status can be ready (green), blocked (red), or none (gray)
Agile Milestones
Milestones
Both
Rally
Story Metrics
Estimated Story Points
Total Story Points
Both
Rally