Rally: How to use filtering for multiple squads/projects in Rally

Products

• Rally SaaS

Issue/Introduction

I would like to create a custom view which shows all the user stories belonging to multiple features across multiple teams.

When creating the custom view, if I select the option "Follow Global Project Setting", I can afterwards add a filter to select multiple squads. However, the results will not only depend on the filter I applied, but also on the project I am in (top left button in the application). The custom view will therefore not show the same user stories based on the project I am in.

When I select "Choose Specific Project", I can only select one squad.

Is it possible to create a custom view which shows user stories from multiple squads, and that is not impacted by the project I am in?

Environment

Rally SAAS

Resolution

When you select "Choose Specific Project" in custom views, the view is restricted to a single project. To view stories from multiple squads independent of your global project picker, use one of the following methods:

Method 1: Scope to a Parent Project If your squads are organized under a common parent project, you can aggregate them:

1. Set the custom view to Choose Specific Project.
2. Select the parent project that contains all the relevant squads.
3. Enable the option to include child projects. This ensures you see stories from all squads under that parent regardless of your top-left project selection.

Method 2: Use a Custom List Widget with a Query If the squads are located in different parts of the project tree, you can use a query to filter by name:

1. Add a Custom List widget.
2. Apply a query to filter by multiple project names. For example: ((Project.Name = "#### A") OR (Project.Name = "#### B")).

Method 3: Shared Custom Views

1. Create a Custom View.
2. Add filter conditions for the specific projects you need.
3. Share the view with the relevant projects so all team members have consistent access.