Sharing Attributes Between Objects

Products

• Clarity PPM On Premise
• Clarity PPM SaaS

Issue/Introduction

We have a large number of custom attributes on the Project object that we would like to link to the Idea object. The goal is to be able to populate these attributes in an Idea and then have them carry over when the Idea is converted to a Project. Is this possible?

Environment

Release : 15.8.1

Component : CA PPM APPLICATION

Resolution

1. Create a new attribute on the Idea Object for each of the custom attributes you want to exist on both items. When you create the new attribute ensure that the Attribute ID matches (I would also suggest matching the API Attribute ID as well if that's defined).

2. Once this is complete add the attribute to an Idea View to populate the information, and when you convert the Idea to the Project it should copy the information from the matching attribute name to the Project.