Integrate PPM tasks with Azure DevOps projects
The integration between PPM tasks and Azure DevOps projects enables project managers, program managers, portfolio managers, or project stakeholders to view real-time status and progress of agile projects that are run in Azure DevOps from within PPM projects.
This section details on how to set up and use the integration.
An Azure DevOps agile instance is an environment where the Azure DevOps connector conveys the data from Azure DevOps to PPM.
What integrations does an Azure DevOps instance support?
When you add an Azure DevOps instance, you can see several icons shown next to the instance name. They are indicative of what kind of integrations an Azure DevOps instance can support.
|The agile instance supports work plan integration: you can link an Azure DevOps project with a PPM work plan task.
|The agile instance supports request-agile entity integration: you can manage Azure DevOps agile entities through managing mapped requests in PPM.
Add an Azure DevOps instance as an administrator
To add an Azure DevOps instance:
- From the PPM menu, select Open > Administration > Integrations.
- Navigate to the Enterprise Agile pane.
- In the Instances section, Azure DevOps line, click +.
Click the General tab and provide the required information as described in the table below:
- Click Save.
Click Test Connection to test the connection with the instance.
If a message appears stating that connection failed, click OK on the message, and then resolve the connection issue.
Only tasks in a hybrid project where only part of the project uses agile methodology can be linked to Azure DevOps projects.
For details, see Set PPM project as hybrid project.
When you link a PPM task with an Azure DevOps project, the Azure DevOps project becomes a sub-project of the PPM hybrid project.
To link a PPM task with an Azure DevOps project:
- Open the hybrid project work plan.
Open a target task.
Tasks that can be linked with an Azure DevOps project must meet the following requirements:
- The task is a leaf task.
- The task is not a milestone.
- The task has no manually entered actuals. Tasks with actuals only synced from time sheets can be linked with an Azure DevOps project.
- The task is not already linked to an RFC in Service Manager.
- If the project is already integrated with Microsoft Project using an MSP plug-in or MPP file, the work plan should be fully controlled by PPM (under PPM-controlled mode) if you want to map the project tasks to Azure DevOps projects.
- On the Hybrid Project tab, click Start Mapping.
- In step 1, select an Azure DevOps instance, and click Next.
In step 2: User Configuration, provide the following information to decide what to import to the linked task, and click Next.
In step 2: User Configuration, select the Azure DevOps project and specify the types of work items that need to be imported to the linked task, as described below:
Field (*Required) Description *Project Select an Azure DevOps project to import the relevant work items to the linked task. Select what specific work items to import
Select which work items to import to the linked task:
- All work items in the Azure DevOps project.
- A specific epic and items included in it. If you want to select a specific epic, make sure it is selected during the Azure DevOps instance configuration. For details, see Following work item types (and their children) can be individually imported in the work plan.
Group Work Items by
Group imported work items by:
- Work Items Hierarchy. The imported work items are grouped by the hierarchy.
- Sprint. The imported work items are grouped by sprint, for example, PROJ Sprint 1 and PROJ Sprint 2.
- Status. The imported work items are grouped by work item status, for example, Doing and To Do.
Include closed work items Select this check box if you want to import the closed work items to the work plan. Following work items will be imported in the work plan
Select the type of work items to import to the work plan.
Confirm the user configuration and click Submit.
The one-to-one mapping is established, and the mapping information is displayed under the PPM task.
The Azure DevOps logo is added in front of the PPM task, indicating that it is linked to an Azure DevOps project.
After the PPM task is linked with an Azure DevOps agile project, you wait for the background service to sync the agile project work items (external tasks) into PPM. Alternatively, you can click the agile icon in the front of the linked task to trigger immediate running of the service.
The data control of external tasks depends on whether the project enables Time Management to track actuals.
When the project enables Time Management
|Schedule information of external data is controlled in agile and synched to PPM
Schedule information of external data is controlled in agile and synched to PPM.
For data mapping between PPM and agile, see Data mapping between Azure DevOps and PPM.
Actual information of external data is tracked in PPM using time sheets
Actual information of external data is tracked in PPM using time sheets.
Every time when the External Work Plan Sync background service runs, PPM checks whether there is time logged on the external tasks.
When the project does not enable Time Management
Both scheduled and actual information of external tasks are controlled in agile and synched to PPM by the External Work Plan Sync background service .
For task data mapping between agile and PPM, see the following table.
Unlink Azure DevOps project from PPM task
You can unlink an Azure DevOps project from a PPM task.
To unlink an Azure DevOps project from a PPM task:
Open the Task Details page of the linked task, and go to the Hybrid Project tab.
Next to the Azure DevOps instance information, click Unlink.
Click OK to confirm.
The link between the Azure DevOps project and PPM task is canceled immediately.