ProductPlan’s integration with Azure DevOps (formerly Visual Studio Team Services) allows you to easily import epics or stories from your projects or boards to ProductPlan or link your items to existing ProductPlan Bars or Containers. Use the integration to synchronize percent complete, start and end dates, title, and description to always stay up-to-date.
ProductPlan will pull completion progress directly from Azure DevOps and automatically update the percent complete on your roadmap. You’ll be able to synchronize the percent complete in ProductPlan by either stories completed or story points.
ProductPlan can also integrate with Team Foundation Server. To integrate with TFS, your server needs to be accessible from outside the firewall. You can find more information on how to set that up here.
To set up the integration, go to your Integrations page and click “Begin Azure DevOps Integration”. You will need to provide your Azure DevOps URL as well as a Personal Access Token in order to configure the integration.
To generate a Personal Access Token:
- Go to your Azure DevOps security page and click “New Token”.
- You’ll need to set a name and expiration date for your token.
- Next, choose which scopes to include. You can include “All scopes” or “Custom defined”. If you choose “Custom defined”, the two required fields you must include are:
- Project and team (read)
- Work items (read)
Once the integration is configured, you can check the box to decide which items you want to sync. You can sync Title, Description, and percent complete based on either Story Points, or Number of Stories completed.
Importing From Azure DevOps (VSTS) to ProductPlan
Once you’ve set up your integration, you can easily import multiple epics or stories straight into ProductPlan all at once. To import, go to the Table Layout of the roadmap you want to import into and select the Parked tab. Once in the Parked section, you can select the Import button at the top. Select the Azure DevOps tab to begin.
There are two ways you can import from ADO to ProductPlan in the Table Layout's Parked Section.
- Select the project you want to import from. Then search for initiatives you would like to import into the Parked section. Your search should include at least three characters.
The search functionality will work exactly the same as it does in Azure. Take a look at Azure's special operators here to learn about how to filter your search and make importing the right items even easier.
- ADO Query Based Import can be leveraged to bulk import several work items at once.
Important to note: In order to import from a query, you'll need to copy the URL directly from your browser's address bar. Choosing the menu option to "Copy a query URL", will create a temporary URL which is not supported.
Azure's Query Support Doc can be found here for further assistance.
After searching, click “Import” to import them as ideas in the Parked section of your Table Layout. This will include the title and description fields and create a link to the epic or story in Azure DevOps, as well as start and end dates. You can select these ideas from Parked, and click "Move" to move these Bars directly onto your roadmap, which will also appear in the Planned section of your Table Layout.
Linking Bars or Containers
- Click on a Bar or Container to open up the details page
- Select Add a Link > Azure DevOps
- Choose the appropriate project from the dropdown
- Search for the issue that you wish to link (your search must include at least three characters)
Syncing Dates with Azure DevOps
Using the integration, you can have the start and end dates of your bars/containers update automatically as things change in Azure DevOps.
To begin, you'll first need to select which date fields you want to map to. Head to your integrations page and on the bottom of your Azure DevOps page you should see a Custom Mapping section.
Keep in mind that the mapping you select here will only be applied for the Roadmaps you are the owner of. If you are collaborating on someone else's Roadmap, you'll need to have the owner set up their mappings.
*Please note: In order for dates to sync, both a Start and End date must be mapped.
When an item's dates are being synced with Azure DevOps a lock icon will appear on the bar indicating that the item can't be moved unless the date sync link is broken by clicking the chain icon next to the dates in the bar description.