System Administrator Scenarios › How to Integrate CA Clarity Agile with CA Clarity PPM › Set Up Data Transfers from CA Clarity PPM › Map CA Clarity Agile Task Types to CA Clarity PPM Charge Codes

Map CA Clarity Agile Task Types to CA Clarity PPM Charge Codes

If you have assigned charge codes to your project tasks in CA Clarity PPM, you can map these charge codes to the CA Clarity Agile task types. Mapping the task types to charge codes allows you to assign appropriate charge codes to actuals on linked tasks. A project manager can map task types to charge codes and run the Populate Agile Task Types process, if they have the following global and instance access rights:

• Task Type and Charge Code Mapping - Create
• Task Type and Charge Code Mapping - Edit All
• Process - Start

Best practices:

• If you accidentally delete charge code mappings, run the Populate Agile Task Types process manually to retrieve the deleted mappings.

  See the CA Clarity PPM Administration Guide for more information.

• You can map a task type to only one charge code. If no task type is defined for a task in CA Clarity Agile, you can assign the Default charge code to it in CA Clarity PPM.

If you have a new task type in CA Clarity Agile, create a new charge code in CA Clarity PPM and map the new task type to the charge code.

Follow these steps:

1. In CA Clarity PPM, click AdministratIon, and from Project Management, click Charge Codes.
2. Click New and complete the required fields.
3. Save your changes.

   New Charge code is created.

After you have created a charge code, you can map it to the CA Clarity Agile task type.

Follow these steps:

1. In CA Clarity PPM, open the linked project.

   The project properties appear.

2. Click Agile Task Type Mapping from Properties.

   The Agile Task Type Mapping page for the project appears.

3. Click New.

   The Create Agile Task Type and Charge Code Mapping page appears.

4. Complete the following fields and submit:

   Task Type

   Defines the CA Clarity Agile task type for a task.

   Charge Code

   Defines the CA Clarity PPM charge code for the same task.

5. Save your changes.

The CA Clarity PPM charge code is successfully mapped to the CA Clarity Agile task type.