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Planview Customer Success Center

Aha!

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Overview

Aha! is a cloud-based product roadmap solution that allows practitioners to capture their visions and goals while keeping track of the release that encompasses the work involved. 

The tool enables product managers, engineers, and product development teams to drive product strategy and bring raw concepts to finished product. Practitioners are able to link strategic goals and initiatives to their work, create visual roadmaps for upcoming plans, and manage agile development. 

When a third-party tool is required or preferred by teams, Planview Hub enables seamless and bidirectional integration to synchronize artifacts between the multiple tools and infrastructure, encouraging accountability and transparency across teams and departments. 

Key Features and Benefits

  • Improves visibility into the overall status of projects by using boards to visualize project status and WIP (work in progress).
  • Visualize incoming data and act as a central point of truth for your projects or project portfolio.
  • Eliminates the need to manually update the virtual boards, or use brittle point-to-point integration techniques.
  • Synchronizes artifacts to your tool of choice, allowing free flow of information between  and improving team collaboration. 

Demo Videos

 


Connector Setup Details

This section describes the basic steps needed to prepare your Aha! instance for use with supported Planview products. Note that additional fields for synchronization or configuration of queries may be required depending on the requirements of your integration. 

Minimal User Permissions & Hub User

We recommend that you create a new user within your external tool, to be used only for your Hub integration. This is the user information you will enter when setting up your repository connection within Planview Hub. By creating a new user, you will ensure that the correct permissions are granted, and allow for traceability of the modifications that are made by the synchronization. 

In general, your Hub user account should have sufficient permissions to create, read, and update artifacts in your repository. However, depending on the use case, your user may need different permissions. For example, if you are only interested in flowing data out of your repository, your user may not need to have full CRUD access, as the 'create' and 'update' permissions may not be needed.

Your user should have a secure password or token. Please be aware that Hub will not allow you to save a repository connection utilizing a weak password/token, such as 'tasktop.'

Connecting to the Aha! Repository

Standard Authentication

Required Fields:

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API Key

Required Fields:

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Learn more about how to set up your repository in Planview Hub here. 

 


 

Other Configuration Settings

Rich Text

Supported rich text elements are: 

  • All standard HTML elements (headings, bold, italics, underline, tables, lists, etc)

Person Reconciliation

For person reconciliation, the following fields are available:

Fields Used for Hub’s Default Person Reconciliation Algorithm

(Standard Field)

Field Names for Person Reconciliation Extensions

Label in Aha

Email

email

Email Address

ID

id

ID

Display Name

name

Name

Username

$username

Username

 


Supported Features

Special Features Supported

You can learn more about special features in Planview Hub here.

Feature

Custom Type Supported?

Applicable Hub Version

Applicable Repository Versions

Default Maximum Size in Repository

Not_allowed.svg.png Time Worked (Worklogs)

Not_allowed.svg.png Impersonation

N/A

N/A

N/A

N/A

Not_allowed.svg.png Comments

Not_allowed.svg.png Impersonation

Not_allowed.svg.png Public/Private

N/A

Planview Hub: 22.4 and later

Any supported repository version:

N/A

Not_allowed.svg.png Attachments

Not_allowed.svg.png Impersonation

N/A

Planview Hub: 22.4 and later

Any supported repository version:

N/A

Not_allowed.svg.png State Transitions

Yes

Planview Hub: 22.4 and later

Any supported repository version:

N/A

 


 

Supported Artifacts

Supported Work Items

Supported Work Item Type

Applicable Hub Versions

Applicable Repository Version

Unique URL

Idea

Planview Hub: 22.4 and later

Any supported repository version

Yes

Feature

Planview Hub: 22.4 and later

Any supported repository version

Yes

Supported Containers

Containers that can synchronize between repositories

Applicable Hub Versions

Applicable Repository Versions

Unique URL?

N/A

     

Containers used to define the boundary of a collection

(when clicking 'Manage Projects' on a collection)

     

Projects

Planview Hub: 22.4 and later

Any supported repository version:

N/A

Containers used for artifact routing

 

 

 

Projects

Planview Hub: 22.4 and later

Any supported repository version:

N/A

 


Supported Field Types

Note: If one field of a given type is supported, others that are also that type in theory should also work. However, sometimes there are instances in which this is not the case due to the repository. So, while we can claim support for fields at the type level, there is a chance that some specific fields of a given type will not synchronize properly.

Standard Field Type

Does Hub support custom fields of this type?

How is field type referenced in the repository?

Sample Repository fields supported

Particular Repository Fields NOT Supported

checkicon.png String

checkicon.png

 Text

Name

 

checkicon.png Single Select

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 Choice List

Type

 

checkicon.png Multi Select

checkicon.png

 

Tags

Categories

 

checkicon.png Date

checkicon.png

Date

Status Changed on

Due Date

 

checkicon.png Date Time

Not_allowed.svg.png

 

Updated At

 

checkicon.png Double

checkicon.png

Number

Detailed estimate

 

checkicon.png Long

checkicon.png

 

Score

Progress

 

checkicon.png Rich Text

checkicon.png

 

Description

 

checkicon.png URI

Not_allowed.svg.png

 

URL

Reference

 

checkicon.png Artifact Link

checkicon.png

 

Promoted to Feature

Record Links

 

 


Functional Limitations

Category

Limitation

Applicable Planview Version

Applicable Repository Version

Third Party API Limitation

Read Only and Required Custom Fields

Due to limitations in the API, Read Only and Required custom field constraints set in Aha's layout settings are not recognized.

Planview Hub: 22.4 and later

Third Party API Limitation

Person Fields

The Aha! connector does not return any errors when it fails to update a person field.

Planview Hub: 22.4 and later

Third Party API Limitation

Custom Scores

Due to limitations in the API, custom scores cannot be synchronized unless they've been updated at least once.

Planview Hub: 22.4 and later

Third Party API Limitation

Score Fields

The 'Score' field is only supported as a read-only field.

Planview Hub: 22.4 and later