Configure your Rally Workspace
A Workspace is a flexible instance of Rally within your subscription
that allows you to create your own team hierarchies, custom fields, and agile workflows.
Data and Users are organized in Projects within a Workspace.
Rally provides a default Workspace and Project in your subscription to get you started.
In most cases, a single Workspace configured to support the agile practices of your organization and programs is all you’ll need.
Align on settings and naming conventions across your organization
to achieve a consistent context for managing work
and interpreting metrics and reports.
We don’t recommend adding additional Workspaces to your subscription.
If you feel this is necessary,
please review the Online Rally Help
to fully understand all the operating and reporting constraints that could impact your decision.
Let’s move on to customizing your Workspace.
You must be either a Subscription Administrator or Workspace Administrator to change Workspace settings.
Click the Tools icon to view the set up menus.
Next, click the “Workspaces and Projects” link to view the Workspace page.
Select the default Workspace,
and choose Edit
on the right corner of the page.
These initial settings determine the basic operation of your Workspace,
such as what time zone your Workspace recognizes,
the days of your work week,
and the calendar format you want to use in your data.
It’s important to choose these carefully
as they will impact the settings of Rally reports that you’ll use.
Enter a Name and if necessary, a Description.
The State field should be set to open.
Workspaces cannot be deleted or archived,
but if you no longer need a Workspace you can change the State to closed.
A closed Workspace will no longer show in navigation menus
and data will not be accessible.
You may change the Owner if you wish.
We recommend designating a Workspace Administrator to be the point of contact.
The default access setting for new users can speed up new user creation.
Choose this option to give all new users default access
to all projects in the Workspace when they are created.
We recommend viewer access.
Set the time zone to match the location used by most of your organization,
or the location that reports and charts will be collected from.
Many Rally charts lock their daily data at midnight of the specified time zone.
The Date and Time format fields
control how calendar data is displayed in pages and reports.
Choose which days of the week your teams work, which will be reflected in reports and charts.
The Rank Method should be set to drag-and-drop by default.
This setting allows you to visually prioritize work in Rally
by dragging rows, cards and other icons.
Manual ranking is not recommended
as it requires you to enter a numerical rank
for each work item.
You can enable Time Tracking with the check box.
Timesheet pages will be available in Rally menus
which can be used to enter and track time data
for accounting and billing purposes.
Enable “Build and Change Sets” lets you show data in specific apps
related to your Build and Source Control Systems.
Some of these features require that you integrate
or connect these control systems with Rally.
You can enter notes
which other Administrators can read in the Workspaces summary or details pages.
The Work Product Prefixes section lets you customize the unique ID numbers
that identify your work items such as User Stories, Defects and Tasks.
For example, the first User Story created in this Workspace would have an ID of US1.
If we change the prefix to just S for Story,
then the item’s ID would instead read S1.
We recommend leaving these prefixes to their default values.
The units and planning section
lets you change the terminology used to measure the size of user stories and tasks.
The current terms - points and hours
- are the accepted standard for most working methodologies that Rally supports.
Only change these values if all of the teams in your organization
have agreed to use customized terminology
and already are familiar with agile concepts.
When you're happy with the new Workspace settings,
select the “Save and Close” button.
You can change these settings at any time.
You can define your Projects or the list of teams working in Rally
and organize them into an appropriate hierarchy for accurate data rollups and reporting.
Do this from the Projects link on the left.
Use the Fields link to customize how your Workspace will use the default attributes included for each Work Item type
and create Custom Fields when necessary.
The Tags link let you manage Tags in the Workspace.
Tags are special fields that can be used to identify sets of related work.
The Revisions link lets you see changes to settings made in the Workspace and its associated Projects.
Congratulations! You now know how to customize your Rally Workspace.
To learn more about Rally and agile practices,
check out our blog and community.
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