Rational Focal Point attributes for CLM integration

The IT portfolio management template uses most of the attributes that are supported in the integration. When you integrate with a Collaborative Lifecycle Management (CLM) system, you handle the same project information from a portfolio and a project perspective. As part of the setup, you must specify integration attribute aliases in IBM® Rational® Focal Point™, that are recognized by both products.

Export project

Attribute names can differ in the products. However, to share and update the content of the integration attributes, all integration attributes must use the specified aliases. When you create a project, the following Rational Focal Point attributes are sent to the CLM system.
Table 1. Rational Focal Point attributes that are sent to the CLM system when exporting a project
Module Attribute Attribute type Alias Name in CLM (Formal Project Management Template) Comments
Projects Title Text - Project area name The name of the project in Rational Focal Point will be the name of the project area in CLM system.
Projects Target Start Date Date ProposedStart Start Date The start date is the iteration start date. In CLM, this date is visible in Project-Administration > Time-line editor.
Projects Target End Date Date ProposedFinish Finish Date The finish date is the iteration finish date. In the CLM system, this date is visible in Project-Administration > Time-line editor.
Projects Business Needs Incoming Links Tasks Plan Item, Task, Defect, and so on. A work item type, such as Plan item, Story, or Defect. Defined by the process template in the CLM system.
Projects Link to Implementation Project URL ProjectMgmtURI - A navigation web link to the project in the plan view in the CLM system.
Projects Implementation Project URI URL ProjectMgmtSyncURI - A hidden mandatory link that is used for integration.
Business Needs Title Text - Work item Summary The name of each business need in Rational Focal Point will be the summary for the work item in CLM system.
Business Needs Description Text - Work item Description The description of each business need in Rational Focal Point will be the description for the work item in CLM system.
When you create a project, links to the project in the CLM system are created:

Update project

When you update a project, the following attributes in Rational Focal Point are updated with data from the CLM system.

The Planned Effort, Actual Effort, and Work Item State attributes for the business needs are updated through a business rule in Rational Focal Point by default called XPathValueFetcher. There are two methods to retrieve the Planned Effort, Actual Effort and Work Item State for business needs module.
Table 2. Rational Focal Point attributes that are updated with data from the CLM system
Module Attribute Attribute type Alias Name in CLM (Formal Project Management Template) Comments
Projects Total Planned Effort Integer PlannedEffort Planned Effort The planned effort in the CLM system is shown as a progress bar in the iteration plan view in the Eclipse client. In the web client, the planned effort is in the iteration plan list view.
Projects Total Actual Effort Integer ActualWork Actual Effort The actual effort in the CLM system is shown as a progress bar in the iteration plan view in the Eclipse client. In the web client, the actual effort is in the iteration plan list view.
Projects Planned Start Date Date PlannedStart Planned Start The planned start date is in the iteration plan list view in the CLM system.
Projects Planned End Date Date PlannedFinish Planned Finish The planned end date is in the iteration plan lists view in the CLM system.
Projects Last Snapshot Date Date SnapshotDate Snapshot creation date Before an update from the CLM system can be done in Rational Focal Point, you must take a snapshot in the CLM system. The date of the snapshot is shown in Rational Focal Point after the update.
Projects Completeness (%) Integer PercentComplete Percent Complete The progress of all the business needs are rolled up and displayed as the project completeness in the CLM system. For example, 34% or 78%.
Business Needs Planned Effort Integer PlannedEffort Estimate / Correction The estimate in the CLM system is shown as the planned effort in Rational Focal Point. If a correction is entered, the estimate is overridden.
Business Needs Actual Effort Integer ActualWork Time Spent The time spent in the CLM system is shown as the actual effort in Rational Focal Point.
Business Needs Planned Start Date Date PlannedStart Planned Start The planned start date has information from the work item timeline in the Gantt view (plan details) in the CLM system.
Business Needs Actual Start Date Date ActualStart Actual Start The actual start date has information from the work item timeline in the Gantt view (plan details) in the CLM system.
Business Needs Planned End Date Date PlannedFinish Planned Finish The planned end date is populated with information from the work item timeline in the Gantt view (plan details) in the CLM system.
Business Needs Actual End Date Date ActualFinish Actual Finish The actual end date is populated with information from the work item timeline in the Gantt view (plan details) in the CLM system.
Business Needs Last Snapshot Date Date SnapshotDate Snapshot creation date The last snapshot date for a business need will be the same date as for the project that it is related to.
Business Needs Completeness (%) Integer PercentComplete Percent Complete The progress of all the children work items are rolled up and is displayed as percentage completeness in the CLM system. For example, 34% or 78%.
Business Needs Work Items CALM Link WorkItem - The work items attribute in Rational Focal Point links to the work item in the CLM system.
Business Needs Work Item State Text State Status The state of the work item in the CLM system.

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