Integrate with Azure DevOps (formerly VSTS/TFS)
Step 1: Go to the Azure DevOps integration in your admin panel/integrations.
Step 2: Select the ADO field that your company uses to estimate your workitems in Azure Devops.
Step 3: Type your Azure DevOps account name in the input field and click 'Link'. Example: If you access your Azure DevOps instance via https://dev.azure.com/somecompany/, then you would type 'somecompany' in the input field.
Step 4: Log in with your Microsoft account (you might not need to do this if you are already logged in to Azure DevOps on the computer you are using) and click 'Accept' when the app asks for permission to access Azure DevOps.
Step 5: Success! Azure DevOps is now linked to Forecast.
The Azure DevOps integration works by connecting projects between Azure DevOps and Forecast. To connect two projects, do the following:
Step 1: Go to your Forecast project's settings page.
Step 2: Scroll down to the bottom to the section called Apps & Integrations.
Step 3: Under Azure DevOps, click the 'Link' button.
Step 4: Choose the Azure DevOps project that you want to connect to the Forecast project.
Note: Please note that you may now use ADO's Epics as Phases in Forecast. This will copy your ADO Epics as phases in your Forecast account!
Step 5: (Optional) Select an area under the Azure DevOps project. Only work items under this area, and its sub-areas will be synchronized to and from Forecast.
Step 6: Click the 'Sync bugs in ADO' checkbox to enable/disable synching of Azure DevOps bugs to Forecast.
Step 7: Click the '2-way sync' checkbox to enable/disable syncing from Forecast to Azure DevOps. If 2-way sync is enabled, changes made in Forecast will be sent back to Azure DevOps and you will be able to turn your Forecast tasks into Azure DevOps workitems. Disable this if you only want data from Azure DevOps to Forecast and not the other way.
Step 8: Click on 'Link' to start the initial synchronization of the projects. This may take some time depending on the size of the projects.
Step 9: Success! Your two projects are now linked and data will flow between them.
The data in Forecast and Azure DevOps is connected in the following way:
Feature or Epic
|Sub task||<->||Sub task|
Data on Tasks/Workitems is synchronized in the following way:
|Start date||<->||Start date|
|Sum of time registrations||->||Completed work|
|Estimate||<->||Chosen ADO field|
NB! To synchronize remaining work between Forecast and ADO you have to change the Forecast project setting to not calculate the remaining automatically.
You do this by going to the project settings in Forecast and scrolling down to the Task workflow section. Here you should make sure that there is no checkmark next to "Automatically calculate task remaining"
Workitem types synchronized to Forecast
Currently only the following Azure DevOps workitem types will be synchronized as tasks in Forecast:
- Product Backlog Item
- User Story
- Bug (depending on the 'Sync bugs in ADO' setting on project)
Azure DevOps workitems of type 'Task' will be synchronized to Forecast as sub-tasks only if they have a parent workitem in Azure DevOps that is synchronized to a Forecast Task.
Creating Azure DevOps workitems from Forecast Tasks
If the '2-way sync' option was chosen when linking two projects it is possible to send tasks from Forecast to Azure DevOps. This can be done via the Forecast workflow by dragging a task on to a workflow column marked with an Azure DevOps logo. It is also possible via an option in the task context menu when right clicking one or more tasks on the scoping page or workflow. After choosing to send the tasks to Azure DevOps you will be asked to choose which workitem type they should be created as.