Supported PPM-Octane field type mappings

The following table lists the PPM-Octane field type mappings. These field type mappings are also applicable to fields that are not visible in UI pages.

PPM Field Type Sync Direction ALM Octane Field Type Notes
Portfolio Bi-directional

Memo

String

List
  • The Portfolio field is available for PPM request type that uses a request header type that includes either of the following field groups: PFM - Proposal, PFM - Project, or PFM - Asset.
  • Value mapping is supported when matching with a List field in Octane.

Text Field

Text Area

 From ALM Octane to PPM Float

Sync Actual Value and Perceived Value of an ALM Octane epic or shared epic to a PPM text field or text area field.

  • For syncs from ALM Octane to PPM, they succeed only when the text field or text area field in PPM supports the float data mask.

  • For syncs from PPM to ALM Octane, the telephone text field is not supported.

    For the currency and percentage text fields, the syncs only succeed when PPM passes numbers to ALM Octane. If the currency and percentage signs are included in the text fields, the syncs fail.

Text Field

Text Area

 From ALM Octane to PPM Progress

Sync the progress of an ALM Octane epic, shared epic, feature, and user story to PPM field.

If the progress value in ALM Octane has decimals, when passed to PPM, the value is round to the nearest integer.

If the progress value in ALM Octane is bigger than 0 and smaller than 0.4, the value "1" is stored in PPM field.

If the progress value in ALM Octane is bigger than 99.5 and smaller than 100, the value "99" is stored in PPM field.

Text Field

Text Area

From PPM to ALM Octane

 User

Sync successfully if PPM passes email address that exists in ALM Octane. If PPM passes email address not existing in ALM Octane, the ALM Octane field is cleared.

Only support sync of a single user per time.

Text Field

Text Area

From ALM Octane to PPM

 User

Use email address to find the matching user in PPM.

  • If a matching user exists in PPM, the user's full name in PPM is displayed in the PPM field.
  • If no matching user exists in PPM, the user's full name in ALM Octane is displayed in the PPM field.

Multiple users are separated by ";".

User

User List

From PPM to ALM Octane

String

Memo

Multiple users are separated by ";".

User

User List

From ALM Octane to PPM

 String

Sync successfully when ALM Octane passes full names that exist in PPM. If ALM Octane passes full names not existing in PPM, the PPM filed keeps the old value.

If ALM Octane passes an empty value to PPM, the PPM field is cleared.

Support sync of multiple users per time.
Integer

Bi-directional

 Integer  

Text Field

Text Area

From ALM Octane to PPM

 List  

Text Field

Text Area

Bi-directional

String

Memo

Text Field

Text Area

Bi-directional

 Phase

When the ALM Octane entity is created, PPM can pass any existing phase value to ALM Octane. If PPM passes an empty value, the ALM octane Phase field is filled with the default value "New".

After ALM Octane entity is created, PPM can only pass phase values that follow the phase change logic.

Phase values are case-insensitive.

Text Field

Text Area

Bi-directional

 Release

For syncs from PPM to ALM Octane, they only succeed when PPM passes release values existing in ALM Octane.

Release values are case-insensitive.
Text Area

From PPM to ALM Octane

 Comments

Treat every non-blank text from PPM as new comments that would be added in ALM Octane.

If PPM passes the same content, it is not added as new comment in ALM Octane.
Text Area

From ALM Octane to PPM

 Comments If ALM Octane passes comments with html tags to PPM, the comments will be synced to PPM as an attachment.

User

User List

From PPM to ALM Octane

 User

Use user email address to find matching user in ALM Octane.

  • If a matching user exists in ALM Octane, sync successfully.
  • If no matching user exists in ALM Octane, the ALM Octane field is cleared.

User

User List

From ALM Octane to PPM

 User

Use user email address to find matching user in PPM.

  • If a matching user exists in PPM, sync successfully.
  • If no matching user exists in PPM, the PPM field is cleared.

ACL

DDL

From PPM to ALM Octane

String

Memo

  

ACL (SQL-Custom)

DDL (SQL)

Bi-directional

 List
  • Value mapping is not supported.
  • Sync successfully when passing existing values.

  • Case-sensitive for the sync between PPM list values and ALM Octane OOTB list values;

    Case-insensitive for the sync between PPM list values and ALM Octane custom list values

  • "Phase" and "Release" fields are not covered in the ALM Octane "List" field type.