Harvest User Tasks (Connector for CA Unicenter® Service Desk and CA Software Change Manager for Distributed) › Create Harvest Package and Associate to CA Clarity PPM Feature Task

Create Harvest Package and Associate to CA Clarity PPM Feature Task

When you want to track the work that is represented by a CA Clarity PPM feature task in Harvest, you can create new packages and associate them to an existing form. This process captures all the work in that same form through its association to the CA Clarity PPM feature task.

To create a package

1. Log in to the AllFusion Harvest Workbench.
2. Expand the projects folder to show the four lifecycle states.
3. Right-click the Plan lifecycle state.
4. Select Processes, and select Create RFC.

   The Create RFC dialog opens.

5. Complete the following fields:
   • Name—enter a name for your new package.
   • Assign To—select the person to which you want to assign this package.
6. Click OK.

   The new package is listed beneath the Plan lifecycle state on the Workbench.

To create an association between the new package and an existing form

1. Right-click the newly defined package on the Projects tab of the Workbench, and select Properties.

   The Package Properties dialog opens.

2. Select the Forms tab and click Add.

   The Find Form dialog opens.

3. Locate and select the form you want to associate with the new package, and click OK.

   The Find Form dialog closes.

4. Click OK on the Package Properties dialog.

   The associated form is listed beneath the new package on the Workbench.

In CA Clarity PPM, the feature task associated to the form reflects an additional package. Harvest package lifecycle state changes are also tracked on the Task Details page in CA Clarity PPM, and on the integrated dashboard portlet of CA Clarity PPM project.