Integrate with Rally milestones

Rally milestones are used for tracking progress on work that must be completed by a target date. Milestones help you monitor work associated with events like code deployments, market events, or customer demos to name just a few.

The Rally integration includes the capability to sync milestones with records in Aha! Roadmaps so everyone stays up-to-date with the latest delivery schedule.

There are a few different ways to configure this integration. As you consider the best path for your integration setup, here are a few considerations to guide you. The first question you should think about is this — which team needs to create the milestones?

• If the team working in Aha! Roadmaps only needs visibility into the milestones created in Rally — and not the ability to create or update them — follow the steps in scenario 1.

• If the team working in Aha! Roadmaps needs to create milestones in Aha! Roadmaps and send them to Rally, and/or establish a bi-directional link between fields on Aha! Roadmaps records and Rally milestones, follow the steps in scenario 2.

Scenario 1: View milestones associated with a record

This scenario works great in situations when the team that uses Aha! Roadmaps needs to be aware of any milestones associated with a record but not create or update them. The drawback to this scenario is that you can only view the milestones in Aha! Roadmaps — updates are one-directional from Rally to Aha! Roadmaps in this scenario.

To configure scenario 1, you will need to create a custom field and link it to the layout that is applied to your Aha! Roadmaps workspace. Then, configure your integration with a field mapping between your custom field and the milestone name field in Rally.

To set up a custom field that maps to milestone names in Rally:

1. Start by creating a custom field. To create a custom field, navigate to Settings ⚙️→ Account → Custom fields and choose the record type where you would like the milestone names to appear. Select Add custom field. Choose a field type of Tags field.
   
   Note: In this example, we use the name “Milestone(s)” for the custom field.

2. Next, add the custom field to a layout. While creating your new custom field you can add it to an existing custom layout by selecting the Use in layouts option. To add your field to a new custom layout, or rearrange it on a layout, navigate to Settings ⚙️→ Account → Custom layouts. Choose the record type where you would like the milestone names to appear, and then click Add custom layout. Customize the layout to include your new custom field.

3. Associate the layout to your Aha! Roadmaps workspace by navigating to Settings ⚙️→ Workspace → Configure → Custom layouts.

4. Then, set up your Rally integration. In the Mappings step, choose the record type associated with the custom field that you created and map the custom field to the Milestone names field. To map fields, click the Field mapping link beneath the Aha! Roadmaps record name.

5. Then, in the final step of your integration setup, click the Save and continue button to enable the integration.

Once enabled, whenever a milestone is linked with a user story in Rally, the milestone name will sync back to the custom field on the linked feature.

Scenario 2: Bi-directional milestone field mappings

This scenario is preferred when your users need to view, add, and update milestone fields using the Aha! Roadmaps application. Just know that records in Aha! Roadmaps cannot be associated with more than one milestone when your environment is configured for scenario 2. Meaning, if a record in Aha! Roadmaps is associated to more than one milestone, you will only see one milestone in the Aha! Roadmaps application. To see multiple milestones on your record, configure your environment for scenario 1.

To configure scenario 2, you will need to establish field mappings between an Aha! Roadmaps record like a release or initiative and map it to a milestone in Rally. Then, establish a field mapping between the fields that will remain in sync between the two systems.

To map an Aha! Roadmaps record (in this example, we use releases) to milestones in Rally:

1. Set up your Rally integration. In the Mappings step, add a record mapping between Releases and Milestones.

2. Then, click the Field mapping link to add the fields that you would like integrated between the two systems. In this example, we use the Name and Target date.

3. Create a two-way field mapping between the Release date in Aha! Roadmaps and Target date in Rally.

4. Then, in the final step of your integration setup, click the Save and continue button to enable the integration.

Once enabled, you will be able to send new milestones to Rally or choose to sync an Aha! Roadmaps record with an existing milestone. Updates on linked records will flow back and forth between the two systems.