Clarity PPM / Rally Sync Incorrectly created a new / duplicate initiative

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

• A couple projects got unchecked for synchronization. 
• When they were recynced, the job created duplicate initiatives in Agile Central/Rally for each project. 
• We checked and see that the projects are linked to new initiatives
  • Example: Previously the project was linked to I02, but it is now linked to a newly created initiative I92

.

Environment

Release : All Supported Releases

Component : CA PPM SAAS RALLY

Resolution

• Delete the incorrect Initiative ID and Initiative External ID for the project in Clarity PPM then replace with the correct / previous IDs
  • Tip: In case the issue reoccurs, enable auditing in Administration->Studio->Objects->Product->Audit Trail for both changes and deletion of the attribue: Initiative ID
    • This will help more easily copy and paste the Initiative ID from the audit tab of the project later on
    • It can also help in identifying root cause - audit will show who made the change and when
• These fields are read only out of the box, so it's recommended to use caution if leaving the fields editable after the steps below are done if users will have access to editing these fields

To make the fields editable: 

1. 1. In Clarity PPM go to Administration->Objects->Project
   2. Click on the Portfolio Item External ID (Initiative external ID in earlier releases) attribute
   3. Uncheck 'Read only'
   4. Click Save
   5. Repeat steps 1-4 for Initiative ID
   6. Go to Home->Projects
   7. Click on Options->Configure
   8. Add 'Portfolio Item External ID' and 'Initiative External ID' to Selected Columns
   9. Click Save
   10. From the List Column Section tab drop down, select Fields
   11. Click on the properties icon for Portfolio Item External ID
   12. Check 'Allow editing'
   13. Save changes
   14. Repeat steps 10-13 for Initiative ID
   15. Double click on the Portfolio Item External ID for the project you want to sync to an initiative
   16. Add the Portfolio Item External ID that coincides with the Rally portfolio item object ID. 
       1. Retrieve the Agile Central Object ID for the Initiative from AC/Rally.
       2. 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 URL
   17. Recheck Synchronization
   18. Run the Agile Central Synchronization job
   19. Verify the initiative ID is correct in Clarity PPM
   20. Delete the incorrectly created initiative IDs in Rally

• Note:
  • For earlier releases such as 15.3 - 15.4.1 you may have to add Initiative ID to a project subpage (not the Agile Summary subpage)
  • It's not possible to edit it from the project list view in those releases

Additional Information

See KB: 141061 for tips on how to optimize use of Self Service for Clarity PPM