Now you can manage projects in Microsoft Project using new built-in agile features. The new features are included in version 1710 (Build 8625.2121).
This post will walk you through creating and managing a project for an ATM upgrade with the new agile tools.
Creating the Sprint Planning Board
Startup project and choose “Scrum Project”
New Scrum Project
Create a new task by clicking on “New Task”. Enter the task description and click “Add.
Create New Task
Create some more tasks.
Now that you have a list of tasks, you need to organize them into sprints. A sprint is a time-box for work to be complete. By default, Project comes with three sprints with each sprint lasting 2 weeks. Therefore, the default agile project duration is 3 sprints x 2 weeks = 6 weeks.
In this case, we want to create two more sprints. Click on “Adjust” in the ribbon.
To add 2 Sprints, generate Sprints through “Custom date” and add an end date that is around 3-4 weeks after the current finish date of Sprint 3. Here, Sprint 3 ends 12/18/2017; so I chose 1/8/2018 as the custom date. Because it generates Sprints in 2-week increments, the last Sprint ends 1/15/2018.
Order the tasks so that they fall into the Sprints that you want them to be done.
Tasks in Sprints
Creating and Assigning Resources
Now we need to create and assign resources to the tasks. Click on “Task” in the Ribbon, then on “Gantt Chart” and in the drop-down choose “Resource Sheet”.
Navigate to Resource Sheet
Create some resources.
Navigate back to the Sprint Planning Board by clicking “Scrum” in the ribbon, then “Planning” and choose “Sprint Planning Board”.
Navigate to the Sprint Planning Board
To assign resources to the tasks, navigate to the Sprint Planning Sheet by clicking on the arrow at the “Gantt Chart” in the ribbon and then selecting “Sprint Planning Sheet”.
Navigate to Sprint Planning Sheet
Assign the resources by selecting them from the drop-down in the Resources column.
Assign Resources to Tasks
Navigate back to the Sprint Planning Board to get see the big picture. Click on “Scrum” in the ribbon, then on “Planning” and select “Sprint Planning Board”.
Navigate to Sprint Planning Board
You see the complete planning board.
Sprint Planning Board
Tracking Sprint progress
Now you are ready to track the first Sprint. Click on “Sprint” in the ribbon and select “Current Sprint Board”.
Navigate to Current Sprint Board
Drag and drop the tasks into the order they are performed.
Current Sprint Board (Sprint 1)
To track the tasks on a more detailed, level click on “Sprint” in the ribbon and select “Current Sprint Sheet.”
Navigate to Current Sprint Sheet
Enter percent complete for the tasks as they progress.
Enter Percent Complete
Navigate back to the Current Sprint Board to see a graphical overview of the Sprint. Click on “Sprint” in the ribbon, then select “Current Sprint Board”.
Navigate to Current Sprint Board
Current Sprint Board Tracking
Project comes with five out-of-the-box reports for agile. To see the task status, click on “Report” in the ribbon, then “Agile” and select “Agile – Task Status”.
Navigate to Agile Task Status Report
This report shows the status of all tasks and shows if they are in the backlog, in progress, next up or done. Done equals 100% complete in the Current Sprint Sheet and the Sprint Planning Sheet.
Agile Task Status Report
The agile work status report shows the work in hours per task.
Agile Work Status Report
The current sprint task status report shows the status of the tasks in the current Sprint. The current Sprint is determined by the current date.
Current Sprint Task Status Report
The current sprint work status report shows the work in hours of the tasks in the current Sprint.
Current Sprint Work Status Report
The Sprint Status report shows the big picture of how many tasks are in each Sprint (upper chart) and how many hours of work are in each Sprint (lower chart).
Sprint Status Report