Unable to view/edit or download milestones at parent project hierarchy in Rally

Products

• Rally SaaS

Issue/Introduction

In Rally, milestones are scoped to specific projects. By default, viewing milestones at a parent project level may not display or allow for the download of milestones associated with child projects unless they are explicitly workspace-scoped.

Symptoms

• Unable to view milestones from descendant projects when scoped to a parent project.
• Milestone download/export from the standard Timeboxes page only includes the current project's milestones.

Environment

Release : SAAS

Cause

Standard Milestone and Timebox pages in Rally are designed to respect the current project scope and do not provide a "down-scope" (include children) option for the default list export.

Resolution

Work items and milestones must share the same project.

If you move a work item to a new project after associating it with a milestone, the work item will keep existing milestone(s) only if they exist in the new project.

When you reparent projects or related projects associated with a milestone, the milestone is unaffected and the work items continue to be associated with the milestone.

Child projects automatically inherit all milestones of the parent project.

Your permissions level determines which milestones you can see. Subscription administrators can see all milestones, regardless of the project. However, the page only displays milestones defined in the current
workspace. Workspace and project administrators are limited to viewing milestones associated with projects that they have permission to see.

To view and export a complete, cascaded list of milestones across a project hierarchy, use a Custom List widget:

1. Navigate to a Reports --> Custom Views.
2. Click Add Widget and select Custom List.
3. In the widget settings, set Type to Milestone.
4. In the Project filter, select the parent project.
5. Click the scope toggle (arrows icon) next to the project picker and select Include Child Projects.
6. Save the widget.
7. Click the Export icon (top-right of the widget) to download the list as a CSV.