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Planview Customer Success Center

Apptio Targetprocess

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ApptioLogo (2) copy.png
 
 

 

Overview

Apptio Targetprocess is a visual management tool that was developed in 2004 specifically for agile teams. Nowadays, the software enables organizations of different sizes to apply Agile at the team and project levels, as well as to scale Agile at the program, portfolio and value stream levels.

The tool offers a holistic approach to application lifecycle management (ALM) and project portfolio management (PPM), and eliminates the need for transferring and standardizing data between different management solutions and spreadsheets. When use of a third-party tool is required or preferred by teams, Planview Hub enables seamless and bidirectional integration in order to synchronize artifacts between the multiple tools and infrastructures.

Companies have used Targetprocess to manage software development, track marketing campaigns, run education programs, document internal meetings, and even to test nuclear installations. The tool encourages you to visualize your data from multiple angles in order to get a more comprehensive understanding of your projects, programs and portfolios. Teams and different departments can follow their preferred process while still sending a unified picture up the hierarchy. 

 Visibility is key in Targetprocess. POs and PMOs conducting planning from a high level can drill down to get details from an operational level. This traceability encourages accountability and transparency across teams and departments. Hub can help to maintain this transparency by keeping all teams on the same page, even if they’re using different tools.

Key Features and Benefits

  • Use Hub to keep all teams on the same page, even if they’re working from different tools
  • Use Targetprocess to visualize incoming data and act as a central point of truth for your projects or project portfolio
  • Eliminates the need to manually create or update work items in other systems or in the Targetprocess boards
  • Synchronizes artifacts across the lifecycle allowing free flow of information between Targetprocess and other tools

Common Integration Patterns

Demo Videos

 

 

Connector Setup Details

This section describes the basic steps needed to prepare your Targetprocess instance for use with Hub. 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 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.'

See here for more information on how to create a custom user in Targetprocess.  

List of minimal user permissions:

  • User should be added to a project in order to access read/write permissions for artifacts within that project.

Connecting to the Apptio Targetprocess Repository

Standard Authentication

Required Fields:

Optional Fields:

  • Throttling Settings: This field indicates the number of API calls that can be made per minute. See details here.
    • Note: This field should only be set under the guidance of customer care as the ideal value is highly dependent on each customer's unique environment. 
  • Connection Security: If checked, insecure connections to this repository will be allowed. See details here.

Screenshot 2023-09-08 at 2.29.25 PM.png

 

OAuth 2.0 Client Credentials Proxy Authentication 

Planview Hub: 24.4 and later

This authentication method enables secure, token-based access via a proxy, using client credentials. Refer here for full details. 

Note: Targetprocess does not currently support OAuth 2.0 Client Credentials authentication. As a result, the Targetprocess connector does not allow connecting directly with the Targetprocess repository using the OAuth 2.0 Client Credentials authentication method. 

SSO Authentication

Additionally, Targetprocess supports the following SSO implementations:

  • Script (HTTP cookies)
  • X.509 Certificate

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

 

 

Other Configuration Settings

Required Relationship Mapping

  • Certain artifacts require a “parent” artifact. For example, Tasks must have a parent User Story (otherwise, you will see this error: *CCRRTT000002900E Sync Connector related error. UserStory must be specified. (for Task)).  The same is true for Bugs and Tests.
  • Other artifact types can be linked via Relations.

Person Reconciliation

For person reconciliation, the following fields are available:

Fields Used for Hub’s Default Person Reconciliation Algorithm

Field Names for Person Reconciliation Extensions

(Note that these are case sensitive)

Label in Targetprocess

ID

Id

To find the default ID, open user profile and see the browser tab (see image below)

Username

Login

Login

Email

Email

Email

N/A

FirstName

First Name

Note: Due to third party functional limitations within Targetprocess, First Name can be used to reconcile persons flowing outbound from Targetprocess, but cannot be used to reconcile persons flowing inbound to Targetprocess.

N/A

LastName

Last Name

Note: Due to third party functional limitations within Targetprocess, ID can be used to reconcile persons flowing outbound from Targetprocess, but cannot be used to reconcile persons flowing inbound to Targetprocess.

N/A

Name

Display Name

ID in Targetprocess

Learn more about how to configure person reconciliation in Planview Hub here.

Comments

Due to a limitation in TargetProcess, Hub cannot synchronize comments as part of standard change detection. To synchronize comments from Targetprocess to a target repository, see the section below.

There are two ways to synchronize comments in TargetProcess:

  1. Configure your Hub integration to use a Full Scan Change Detection. This will ensure that all comments will be synchronized.

  2. Set up an automation rule in TargetProcess repository to update the "ModifyDate" whenever comments are added/updated/deleted. To do this, use the following steps:

    • Open your TargetProcess instance.

    • Navigate to Settings > Automation Rules > Create a new rule.

      • Screenshot 2024-06-06 at 12.22.09 PM.png

    • In the JSON tab, paste the following code and click Save.

      • {
  "pipeline": [
    {
      "type": "source:targetprocess:EntityChanged",
      "entityTypes": [
        "UserStory",
        "Request"
      ],
      "modifications": {
        "created": false,
        "deleted": false,
        "updated": [
          "LastCommentDate"
        ]
      }
    },
    {
      "type": "action:JavaScript",
      "script": "return {\n  command: \"targetprocess:UpdateResource\",\n  payload: {\n    resourceType: args.ResourceType,\n    resourceId: args.ResourceId,\n    fields: {\n      ModifyDate: new Date()\n    }\n  }\n};"
    }
  ]
}

    • The provided JSON file includes rules for "UserStory" and "Request" entity types and can be customized as needed.

      • Screenshot 2024-06-06 at 12.26.09 PM.png

    • This will ensure that comments will be synchronized correctly when there is an update in the “LastCommentDate” or the artifact’s modify date.

      • image-20240606-114728.png

Full Scan

Due to third party API limitations, updates to the following fields may not trigger change detection or cause a synchronization immediately.  To ensure these updates synchronize, a high fidelity full scan must occur or another qualifying change must be made to the artifact:

  • Attachments
  • Assignees
  • Relationships (Multi-Links) 
  • Updating a LinkedTestPlan relationship

Note: Test Plans are available in the Hub UI, but not fully supported by Hub. Please contact support with any questions.

Learn more about how to configure change detection and full scan intervals in Planview Hub here. 

 

 

Supported Features

Special Features Supported

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

Feature

Custom Type Supported?

Applicable Hub Versions

Applicable Repository Versions

1Not_allowed.svg.png Time Worked (Worklogs)

1Not_allowed.svg.png Impersonation

N/A

 

 

1checkicon.png Comments

1checkicon.png Impersonation

1Not_allowed.svg.png Public/Private

N/A

Planview Hub: All

Any supported repository version:

1checkicon.png Attachments

1Not_allowed.svg.png Impersonation

N/A

Planview Hub: All

Any supported repository version:

N/A - State Transitions

(Targetprocess does not use state transitions. Status can flow out of or into Targetprocess as a single-select.)

N/A

Planview Hub: All

Any supported repository version:

 

 

Supported Artifacts

Supported Work Items

Learn about the difference between containers and work items in Planview Hub here. 

Supported Work Item Type

Applicable Hub Versions

Applicable Repository Versions

Unique URL?

Bug

Planview Hub: All

Any supported repository version:

Yes

Feature

Planview Hub: All

Any supported repository version:

Yes

Task

Planview Hub: All

Any supported repository version:

Yes

Epic

Planview Hub: All

Any supported repository version:

Yes

User Story

Planview Hub: All

Any supported repository version:

Yes

Request

Planview Hub: All

Any supported repository version:

Yes

Release

Planview Hub: 19.1 and later

Any supported repository version:

Yes

Portfolio Epics

Planview Hub: 19.2.0.20190409 and later

Any supported repository version:

Yes

Test Plan

Available in Hub UI, but not fully supported by Hub. Please contact support with any questions.

Planview Hub: All

Any supported repository version:

Yes

Test Plan Run

Available in Hub UI, but not fully supported by Hub. Please contact support with any questions.

Planview Hub: All

Any supported repository version:

Yes

Supported Containers

Learn more about containment in Planview Hub here. 

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: All

Any supported repository version:

N/A

Containers used for artifact routing

 

 

 

Projects

Planview Hub: All

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

1checkicon.png String

1checkicon.png

Text

Revision

FormattedID

 

1checkicon.png Single Select

1checkicon.png

Drop down list

Team

Release

Project

Business Value

State

Type

 

1checkicon.png Multi Select

1checkicon.png

Multiple selection list

Tags

 

1checkicon.png Boolean

1checkicon.png

Check box

Closed

 

1checkicon.png Date

1checkicon.png

Date

Planned Start

Planned End

Created Date

 

1checkicon.png Date Time

 

 

End Date

Last Comment Date

Modified Date

 

1Not_allowed.svg.png Duration

 

 

 

 

1checkicon.png Double

1checkicon.png

Number

Numeric Priority (read-only)

Initial Estimate

Effort fields

 

1Not_allowed.svg.png Long

 

 

 

 

1checkicon.png Person

 

User

Owner

 

1checkicon.png Persons

 

Multiple selection list

Assignments

 

1checkicon.png Relationship(s)

Learn how to configure relationships in Planview Hub here.

1checkicon.png

(Multi-link custom fields only)

 

 

 

1checkicon.png Rich Text

1checkicon.png

Rich Text

Description

 

1Not_allowed.svg.png Web Links

 

 

 

 

1Not_allowed.svg.png Other

 

 

 

 

 

 

Functional Limitations

Category

Limitation

Applicable Hub Versions

Applicable Repository Versions

Third Party API Limitation

LinkedGeneral Field

Use the LinkedGeneral field to flow relationships into Targetprocess and the more specific fields (i.e., LinkedBug) to flow relationships out of Targetprocess.

Planview Hub: 19.3 and later

Any supported repository version:

Third Party Functional Limitation

Creation Date Field

The Creation Date field is writeable only upon artifact creation.

Planview Hub: 18.3.3+, 18.4.0.20180730 and later

(In earlier versions of Hub, Creation Date field is set to date artifact is created by Hub)

Any supported repository version:

Third Party Functional Limitation

Date Fields

Targetprocess dates are treated as date fields in the UI, but actually have times associated with them from a technical perspective. Values set to the EndDate field in the UI are given a time of 23:59, one second before the next day, presumably to signify the end of the day. Depending on the time zone of the server, this could cause date fields to synchronize as the following day into the target repository.

Planview Hub: All

Any supported repository version:

Third Party Functional Limitation

'IsReplied' Field

The 'IsReplied' field (on Targetprocess requests) is writable by Hub, but can be overwritten by Targetprocess depending on who logged the most recent comment. If the most recent comment was made by a Requester (rather than a User), IsReplied will be set to F. If a Targetprocess user then comments on the request, it will be set to T.

Planview Hub: All

Any supported repository version:

Third Party Functional Limitation

'Last Comment Date' Field

The 'Last Comment Date' field is writable by Hub. However, Targetprocess will overwrite that value with the date of the most recent comment whenever a new comment is created.

Planview Hub: All

Any supported repository version:

Third Party Functional Limitation

Requester Field

A 'requester' cannot be set in the Assignments field.  Attempting to do so via person matching will result in an error from Targetprocess with a message such as, "User with ID ___ could not be found."

Planview Hub: 18.2 and later

Any supported repository version:

Third Party API Limitation

Time Fields

To write to the Time Spent and Time Remaining fields, the "No time calculation" metric must added be in the Metrics section of the settings, for the processes and types the user would like to write to.

To enable this feature, please contact Targetprocess support.

Planview Hub: 18.1.12 and later

Any supported repository version:

Third Party API Limitation

Effort and Progress Fields

To write to the effort and progress fields (Progress, Effort, EffortCompleted, and EffortToDo), the "No effort calculation" metric must be added in the Metrics section of the settings, for the process and types the user would like to write to.

To enable this feature, please contact Targetprocess support.

Planview Hub: 18.1.12 and later

Any supported repository version:

Third Party Functional Limitation

Effort and Progress Fields

The Progress field in Targetprocess is a calculated field (calculated as a proportion between Effort To Do, Effort Completed, and Effort).  However, it is possible to set the value for the Progress field directly via Hub, so long as the effort fields are not also modified. Therefore, your Hub integration should either write to the effort fields or the progress fields, but not both.

Planview Hub: 18.1.12 and later

Any supported repository version:

Third Party Functional Limitation

Effort Fields

Effort field values set during synchronization will be overwritten or cleared by effort roll-up that occurs in Targetprocess when State is changed or when a child Entity (ex. a Task on a User Story; a User Story on a Feature) is added, removed, or when a child Entity's effort field values are changed.

Planview Hub: 17.2 and later

Any supported repository version:

Best Practice

Configuration

Under Assignments, users should be assigned to their own Role if available and the first available Role otherwise.  The same user should not be assigned more than once on an Assignable.

Otherwise the synchronization may move Assignees to different Roles within Assignments and duplicate Assignees may be removed in order to meet these conditions.

Planview Hub: 17.2 and later

Any supported repository version:

Third Party Functional Limitation

Impersonation

Artifact impersonation is not supported.

Planview Hub: All

Any supported repository version:

Third Party Functional Limitation

Comments

Empty, synthetic, and private comments are not supported.

Planview Hub: All

Any supported repository version:

Third Party Functional Limitation

Creator Field

Creator field is not supported.

Planview Hub: All

Any supported repository version:

Third Party API Limitation

Requester and Owner Fields

In TargetProcess, the first (or only) person in the "Requesters" field takes precedence over the "Owner" field when a TargetProcess Request is created. If both an "Owner" and a "Requester" were specified when creating a Request, the actual owner would be the "Requester".

Note this side-effect is only present when creating a Request artifact. If you update the Requesters field on an existing Request artifact, TargetProcess does not change the "Owner" field value.

Finally, this behavior is only witnessed for "Request" artifacts. This is not a general limitation for other TargetProcess artifact types.

Planview Hub: All

Any supported repository version: