Administrating › How to create CA Clarity™ PPM Field Mapping for CA Clarity™ Agile

How to create CA Clarity™ PPM Field Mapping for CA Clarity™ Agile

Project Mapping

When you link a CA Clarity™ PPM project to a CA Clarity™ Agile product, you can view and work with these products in CA Clarity™ PPM. After the projects are linked, if you update the project dates in CA Clarity™ PPM, the release dates are updated automatically in CA Clarity™ Agile.

The following table shows how CA Clarity™ Agile product and release fields map to CA Clarity™ PPM project fields:

Resource Mapping

When you add resources to the project team of the integrated CA Clarity™ PPM project, new accounts are created for users without Salesforce.com accounts. The resources are added as CA Clarity™ Agile users. Resources with existing Salesforce.com user accounts are added as CA Clarity™ Agile users and linked to the CA Clarity™ PPM project.

The employee number and email address for a resource is used to determine whether a Salesforce.com account exists for that resource.

When you mark a resource as inactive in CA Clarity™ PPM, the mapped Salesforce user also becomes inactive.

Task Mapping

Create user stories and issues with tasks in CA Clarity™ Agile and assign them to sprints and releases (product, master, or both). Corresponding tasks are automatically created in the linked CA Clarity™ PPM project. Only user stories that are assigned to the master release display in the work breakdown structure if the CA Clarity™ PPM project is linked to a master release in CA Clarity™ Agile. All products that are associated to the master release appear at the top level.

The work breakdown structure of the CA Clarity™ PPM project tasks is built as follows:

• The product name and release name appears as the top-level summary task with sprints, Kanban Board, user stories, or issues and tasks cascading below it.
• If user stories are not assigned to a product release but to a master release, the top-level summary task appears as the product name.
• If user stories are not assigned to a master release but to a product release, the top-level summary task appears as the release name.
• Assigned user stories are grouped under sprints or Kanban Board.
• Unassigned user stories are grouped as unscheduled tasks.
• Tasks are grouped under user stories to which they are associated.
• Issues are grouped under sprints, Kanban Board, or unscheduled tasks at the same level as user stories.

If the CA Clarity™ PPM project is linking to a master release in CA Clarity™ Agile, the WBS hierarchy looks like the following:

Product – Release

Sprint

User Story

Task

Product – Release

Kanban Board

User Story

Task

If the CA Clarity™ PPM project is linking to a product release in CA Clarity™ Agile, the WBS hierarchy looks like the following:

Sprint

User Story

Task

Kanban Board

User Story

Task

Task Worklog Mapping

When you enter the hours worked on a task in CA Clarity™ Agile using the Task Worklog or the Virtual Wall, the following updates occur in CA Clarity™ PPM:

• The user logging the time is added as an assignee to the linked task on the Assignments page (if they are not already an assignee on the CA Clarity™ PPM task).
• The hours worked are added to the task actuals
• The hours worked and remaining hours are populated in the CA Clarity™ PPM timesheet for the associated resource for the applicable date.

The following table shows how CA Clarity™ Agile task worklog information maps to CA Clarity™ PPM timesheets:

Each time you update your worklog in CA Clarity™ Agile, the corresponding timesheet is updated in CA Clarity™ PPM as long as the timesheet is not in submitted status.

You can delete your worklog in CA Clarity™ Agile even if time has already been populated in a CA Clarity™ PPM timesheet. If the timesheet is currently not submitted, it is updated based on the latest updates from CA Clarity™ Agile. If the timesheet is already submitted, create a timesheet adjustment.

Impediment Mapping

When you create an impediment in CA Clarity™ Agile, the following updates occur in CA Clarity™ PPM:

• A CA Clarity™ PPM issue is created for the related CA Clarity™ PPM task.
• The owner of the impediment is assigned, unless the CA Clarity™ Agile Owner user ID is an invalid CA Clarity™ PPM resource. Otherwise, the product assigns a valid resource, preferably the project manager. If the owner or the project manager user IDs are invalid, the product assigns the system administrator as the owner.

The following table describes the fields that map to CA Clarity™ PPM and sync each time the Agile Sync job runs.

This value truncates in CA Clarity™ PPM if the number of characters exceeds the CA Clarity™ PPM character limit.