Overview

The Rally data connector for WorkBoard allows you to pull progress based on “Accepted” user stories. The context of User stories can be set by Rally Timebox elements such as “Milestones, Iterations and Release", by Portfolio items of “Feature or Initiative”, or any custom portfolios that can be set up for your Rally account. Progress can be computed based on story points of “Accepted” user stories. 

Requirements

• The IT admin for your organization may need to approve the connector for the first time if the App is configured to require approval.

Add a Rally Key Result

1. Hover over your Objective and click the Kebab.
2. Select Edit Settings.
3. Select Add another Key Result.
4. Select Advanced Options.
5. Choose Pull data from external applications.
6. Pick Rally from the list of integrations.
   
7. Log in to Rally.
   
   
8. Click on the Project dropdown to select a Project.
9. Select Portfolio Items (Features, Initiatives) or Timeboxes (Iterations, Releases, Milestones) to specify stories. These are the different ways Rally can be organized.
10. Select specific Portfolio Items or Timeboxes.
    Note: Timebox items of Milestones, Iterations or Release only consider direct child stories whereas Portfolio items use Rally “leafcount” for progress data.
11. The Verify Data Source button pulls data from the selected Rally portfolio items and feeds in real-time; this allows the user to cross reference with the data in Rally to make sure that they have mapped the right data to the KR.
12. Click Connect.
13. Fill out the remaining Key Result details such as Starting Value, Result Value, Target Value, Committed Result, Unit of Measurement and how to Calculate Overall Progress. 
    Note: Check out Key Result Details to learn more about those fields.
14. Check the Automate target value box if you want the target value of the KR to sync with the target value in Rally.
15. Lastly, choose your Update Cadence, which determines when or how often WorkBoard will sync with Rally to pull the latest value for your Key Result.
    
    • Note: Update cadence has the same options you would find for Key Results updated by a person (i.e., Daily, Weekly, Monthly, and Quarterly).
      
      
16. Select Save.

Synchronizing Data from Rally

WorkBoard will pull data for the KR directly from Rally based on what was selected for Update Cadence.  The Business Result Owner also has the ability to “sync data now” to pull data in real-time.

There are two ways to sync data for your Key Results.

Force a Sync on a Single Rally Key Result:

1. Click on the Key Result to go to the Key Results Details page.
2. Click on the Kebab menu in the upper right-hand corner.
3. Select Sync Integration Data.
   
   

Force a Sync for all Key Result Integrations:

1. From the My Objectives Page, click the Kebab icon in the upper right-hand corner.
2. Select Sync Integration Data.