Integrating PPM Tasks with Rally Projects

The integration between PPM tasks and Rally 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 Rally from within PPM projects.

This section details on how to set up and use the integration.

Adding a Rally Agile Instance

A Rally agile instance is an environment where the Rally connector conveys the data from Rally to PPM.

What integrations does a Rally instance support?

When you add a Rally instance, you will see several icons shown next to the instance name. They are indicative of what kind of integrations a Rally instance can support.

Icon Meaning
TS The agile instance supports time sheet integration: you can import effort from Rally to PPM time sheets.
WP The agile instance supports work plan integration: you can link a Rally project with a PPM work plan task.

Add a Rally instance as an administrator

  1. From the PPM menu, select Open > Administration > Integrations.
  2. Navigate to the Enterprise Agile pane.
  3. In the Instances section, CA Agile Central (Rally) line, click the add icon (+).
  4. Provide the required information.

    Field (*Required)

    Description

    *Instance Name

    Specify a unique name for the instance.

    The instance name should not exceed 50 characters. Do not contain such special characters as <>.

    *Base URL

    URL of the Rally server you want to integrate with PPM.

    Format of the URL: http(s)://<server_address>.

    If you have customized the Rally server, make sure you include the port number in the URL as well:

    http(s)://<server_address>:<port>

    Proxy Host

    Host name of the proxy if you have configured proxy for PPM Server to access the Internet.

    Proxy Port

    Port of the proxy if you have configured proxy for PPM Server to access the Internet.

  5. Click Save.

Setting PPM Project as Hybrid Project

Only tasks in a hybrid project where only part of the project is done using agile methodology can be linked to Rally projects.

For details, see Setting PPM Project as Hybrid Project.

Linking a PPM Task with a Rally Project

When you link a PPM task with a Rally project, the Rally project becomes a sub-project of the PPM hybrid project.

To do so as a project manager:

  1. Open the hybrid project work plan.
  2. Open a target task.

    Tasks that can be linked with a Rally 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 a Rally project.
    • The task is not already linked to an RFC in Service Manager.
    • If the project is already integrated with Microsoft Project, using either 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 Rally projects.
  3. In the Hybrid Project tab, click Start Mapping.
  4. In step 1, select a Rally instance, and click Next.
  5. In step 2: User Configuration, provide the following information to decide what to import to the linked task, and click Next.

    Field (*Required) Description
    *Username The user name you use to log on to the Rally server.
    *Password The password you use to log on to the Rally server.
    *Subscription Select a subscription where your Rally project belongs
    *Workspace Select a workspace where your Rally project belongs
    *Project Select a Rally project to map
    *Level to Synchronize

    Select the level of synchronization.

    For example, if you select Iteration, data synchronization occurs in the iteration level. The iterations you selected in Data Detail will be imported to PPM as the sub-tasks of the linked PPM task.

    *Data Detail

    It works with the Level to Synchronize field.

    For example, if you select Iteration in Level to Synchronize, this field lists all available iterations.

  6. Confirm the user configuration and click Submit.

    The one-one mapping relationship is established, with the mapping information displayed right away.

    The linked task has the Rally logo in the front of its name, indicating it is linked to a Rally project.

Viewing Rally Project Data from Within PPM

After a Rally project is linked to a PPM task,

  • You wait for the background service External Work Plan Sync to import the agile project's entities to the PPM project. These imported entities are listed under the linked task as leaf tasks.
  • You cannot edit the imported entities in the PPM project. However, their changes are synchronized from Rally to PPM every time after the External Work Plan Sync service runs.

The following table describes the one-one mapping of project process information between PPM and Rally.

Data in PPM Data in Rally
Task name

Iteration name

Schedule start Schedule start time of user story's parent entity
Schedule finish Schedule finish time of user story's parent entity
Actual start If synchronization occurs in the release or iteration level, it is the same as schedule start time. If synchronization occurs in other levels, it is the same as parent feature's time.
Actual finish If synchronization occurs in the release or iteration level, it is the same as schedule finish time. If synchronization occurs in other levels, it is the same as parent feature's time.
Scheduled effort

Total hours

Percent complete (Total hours - To do hours) / Total hours

Status

  • In Planning
  • In Progress
  • Completed
  • Defined
  • In Progress
  • Completed or Accepted

Unlinking Rally Project from PPM Task

  1. Go to the Hybrid Project tab of the Task Details page for the linked task.

  2. Next to the Rally instance information, Click Unlink.

    A warning message pops up.

  3. Click OK.

    The link between the Rally project and PPM task is cancelled immediately.