User Flow

The typical flow of this integration is as follows:

1. A OpenText PPM administrator configures the View Project Quality integration solution.

   Before project managers can use the integration, OpenText PPM administrator needs to configure the View Project Quality integration solution, including:

   • Identifying whether there is business needs for integration with ALM and configure Project Types accordingly

   • Registering ALM instances. For details, see Register ALM instances

   • Enabling and scheduling the QC Integration Sync KPI Service. For details, see Enabling and Scheduling the QC Integration Sync KPI Service.

2. A project manager initiates a project in OpenText PPM by using a project type that contains the QC/ALM Release Information field section, and provides deliverables to all the assigned teams. For details, see Configuring Project Types.

3. Based on the deliverables, business analysts, development managers, and QA managers build milestones using Project Planning and Tracking (PPT) in ALM.

4. A release manager creates a corresponding release in ALM and defines key performance indicators (KPIs) for milestones and releases.

5. The project manager updates the OpenText PPM project by linking it to the corresponding ALM release on the Project Details page.

   For details on linking to an ALM instance, see Linking a OpenText PPM Project to an ALM Release.

6. ALM tracks release progress against specific milestones, with KPI matrices passed back to OpenText PPM to be included in the overall project health status.

7. Project managers and project participants view and monitor quality matrices on the Project Overview page.

   For details, see View and monitor project quality information.