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Users with projects they are team members of

  • 1.  Users with projects they are team members of

    Posted Aug 03, 2018 10:22 AM

    I need to get a list of all users in my workspace and the teams (projects in Rally) they belong to.

    In the user permissions section I have previously marked "team member" check box based on what team each user belongs to. Is there a way I can a full list of all projects' team members?



  • 2.  Re: Users with projects they are team members of

    Broadcom Employee
    Posted Aug 03, 2018 05:18 PM

    Hi Niveditha,

     

    I think this community app is pretty much what you're asking for. Please let us know if helped:

    GitHub - RallyCommunity/users-project-permissions 

     

    Thanks,

    Sagi

    https://github.com/RallyCommunity/export-project-permissions-to-csv



  • 3.  Re: Users with projects they are team members of

    Posted Aug 06, 2018 10:15 AM

    Hey Sagi,

     

    This app is somewhat in that direction. I was looking for a similar list but with information about whether someone is specifically a "team member" or not.  

    The app that you gave says "editor" for projects where someone is a team member, but someone could be an "editor" and still not be a team member. This app shows all closed projects information as well. Is there way to get what I want and export it as well?

     

    Again, thanks for the response.

     

    Regards,

    Nivi



  • 4.  Re: Users with projects they are team members of
    Best Answer

    Broadcom Employee
    Posted Aug 06, 2018 02:59 PM

    Hi Nivi,

     

    Thanks for clarifying. You should be able to get what you are asking for using the Excel add-in.

     

    You can learn on the Excel add-in here if you are unfamiliar with it:

    CA Agile Central Add-in for Excel Installation & User Guide | CA Agile Central Help 

    Excel | CA Agile Central Help 

     

    What you can do is use the add-in to export a query for your 'Workspace Permission' object. My Screenshot below is showing you how. Please note, that I manually typed at end of the Columns line the string: "User.TeamMemberships", so the full string of the Columns line is: 

    Role,Subscription,Workspace,User,User.TeamMemberships

     

    Note that this Filter I'm adding here is just to filter it by one workspace. You don't have to add a filter, but you may cause if you have too many workspaces then this export may take long.

     

     

    This shall export for you something like that:

     

     

    Please let me know if that answered your question.

     

    Thanks,

    Sagi



  • 5.  Re: Users with projects they are team members of

    Posted Aug 06, 2018 03:59 PM

    Hey Sagi,

     

    This worked! 

     

    Just a couple more things to clean the data up a little bit.

     

    Right now I can see all closed projects and disabled users as well. Is there a way I can get these two to filter out within the same query.

     

    I am able to do it by using 2 additional queries (one using Project and the other using User in query "Type"). Even here, only open projects are being queried out.

     

    Regards,
    Nivi



  • 6.  Re: Users with projects they are team members of

    Broadcom Employee
    Posted Aug 06, 2018 06:19 PM

    Hi Nivi,

     

    There isn't a way to filter this by only Open projects. The reason is that the query is for users and the Team Memberships isn't letting you cross reference to the project object for further filtering.

     

    However, for showing Enabled users only (so not including the Disabled users), you can do that.

    The field on the User object is called: "Disabled". The value is True (if Disabled) or False (if Enabled).

     

    You can include a filter such as: (Disabled = False)  . This will get you only the enabled users.

    If you already have another filter string in there then you can combine this filter with your other string to make a more complex filter that will include that too.

     

    Let me know if that helped.

     

    Thanks,

    Sagi



  • 7.  Re: Users with projects they are team members of

    Posted Aug 07, 2018 11:09 AM

    Hey Sagi,

     

    Understood.

     

    I used the filter and it worked!


    Thank you. 

     

    So you're saying there's no way I can get an excel export of list of projects with their status (open or closed)?

     

    Regards,

    Nivi



  • 8.  Re: Users with projects they are team members of

    Broadcom Employee
    Posted Aug 07, 2018 05:10 PM

    Hey Nivi,

     

    It's great to see how you helped Donna already with this  Good job.

     

    To answer your question about the Project State (open/closed): Unfortunately this indeed can not be exported in that same query. This information is stored in the 'State' field of the Project, but this query isn't allowing you to 'cross-reference' to the project object in order to be able to get that info. We can get the collection of Project-Memberships (which are the Team Membership) which is a list of references included in this export, but we can't continue from there to reference the project and get its state.

     

    It will have to be done separately in another Excel export query.

     

    You can then use Excel itself (not our add-in) to combine the two spreadsheets. 

     

    Thanks,

    Sagi



  • 9.  Re: Users with projects they are team members of

    Posted Aug 07, 2018 05:21 PM

    Understood.  Thanks Nivi and Sagi for the quick answers!

     

    Donna Evers, CSM, FLMI

    Technical Analyst II

    Agile Launch Pad

     

    4321 N. Ballard Road, Appleton, WI 54919-0001

    Direct: 920-628-2004

    Email: donna.evers@thrivent.com<mailto:donna.evers@thrivent.com>

     

        

     

     

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  • 10.  Re: Users with projects they are team members of

    Posted Aug 08, 2018 09:37 AM

    Hey Sagi,

     

    That is exactly what I did. I used a different query to pull out all projects details into a different sheet.

    But it still gives an export of only Open projects. No closed projects.

     

    Regards,

    Niveditha



  • 11.  Re: Users with projects they are team members of

    Posted Aug 07, 2018 10:52 AM

    I am trying to get this to work as well, but can not seem to get the query syntax correct.  I am using:

    Any help is appreciated.

    thank you



  • 12.  Re: Users with projects they are team members of

    Posted Aug 07, 2018 11:10 AM

    Hey Donna,

     

    In the filter field I used (User.Disabled = False) and it worked. Give this a try.

     

    Regards,

    Nivi



  • 13.  Re: Users with projects they are team members of

    Posted Aug 07, 2018 12:21 PM

    Much better!  Thank you,

     

    Donna Evers, CSM, FLMI

    Technical Analyst II

    Agile Launch Pad

     

    4321 N. Ballard Road, Appleton, WI 54919-0001

    Direct: 920-628-2004

    Email: donna.evers@thrivent.com<mailto:donna.evers@thrivent.com>

     

        

     

     

    Thrivent.com<https://www.thrivent.com/>

     

     

    800-847-4836

     

     

    <http://facebook.com/thrivent>

     

    <http://twitter.com/thrivent>

     

    <http://www.linkedin.com/company/thrivent-financial>

     

     

     

    This message contains confidential information intended only for the above addressees and may contain information that is proprietary or legally privileged. If you received this message in error, please notify us and delete the original message. You must obtain permission from Thrivent Financial to use its logo on all materials. Failure to do so could result in legal action.