- Update the Portfolio Item External ID attribute in Clarity with the CA Agile Central portfolio item object ID.
- Note in earlier versions of Clarity such as 15.3, 15.4, 15.4.1, the field name is: Initiative external ID
- This field can be added to the Agile Summary sub page and/or the project list view in Clarity
To add/edit this field from the Clarity Project List view:
- Note:
- For earlier releases such as 15.3 - 15.4.1 you may have to add this field to a project subpage (not the Agile Summary subpage)
- Then, uncheck the read only option for the attribute on the project object
- It's not possible to edit it from the project list view in those releases
- In Clarity, go to Home->Projects
- Click the Options gear icon on the right hand side, then Configure
- Add 'Portfolio Item External ID' to selected Columns
- Click Save and Return
- Double click on the Portfolio Item External ID for the project you want to sync to an initiative
- Add the Portfolio Item External ID that coincides with the Rally portfolio item object ID.
- Retrieve the Agile Central Object ID for the Initiative from AC/Rally.
- If you are not planning on moving the iteration, you can use this shortcut and use the ID pulled from the initiative URL
- Go to the Initiative in Rally
- Copy the Initiative ID from the URL (last ID in the UR)
If the Portfolio Item External ID field isn't editable:
- In Clarity go to Administration->Objects->Project
- Click on the Portfolio Item External ID (Initiative external ID in earlier releases) attribute
- Uncheck 'Read only'
- Click Save
- Go to Home->Projects
- Click on Options->Configure
- From the List Column Section tab drop down, select Fields
- Click on the properties icon for Portfolio Item External ID
- Check 'Allow editing'
- Save changes