Agile in Microsoft Project

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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

New Scrum Project

Create a new task by clicking on “New Task”. Enter the task description and click “Add.

Create New Task

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.

Adjust Sprints

Adjust Sprints

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.

Click “OK”.

Manage Sprints

Manage Sprints

Order the tasks so that they fall into the Sprints that you want them to be done.

Tasks in Sprints

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

Navigate to Resource Sheet

Create some resources.

Create Resources

Create 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

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

Navigate to Sprint Planning Sheet

Assign the resources by selecting them from the drop-down in the Resources column.

Assign Resources to Tasks

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

Navigate to Sprint Planning Board

You see the complete planning board.

Sprint 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

Navigate to Current Sprint Board

Drag and drop the tasks into the order they are performed.

Current Sprint Board (Sprint 1)

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

Navigate to Current Sprint Sheet

Enter percent complete for the tasks as they progress.

Enter Percent Complete

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

Navigate to Current Sprint Board

Current Sprint Board Tracking

Current Sprint Board Tracking

Reporting

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”.

Agile Task Status Report

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

Agile Task Status Report

The agile work status report shows the work in hours per task.

Agile Work Status Report

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

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

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

Sprint Status Report

By | 2017-11-17T11:30:34+00:00 November 13th, 2017|Categories: Project, Project Management|Tags: , , , , , |Comments Off on Agile in Microsoft Project

About the Author:

Jakub reduces complexity and increases productivity in Projects and Portfolios for Fortune 500 and DAX 30 companies through educational methods and analysis of people, processes and technology. As a Solution Consultant he guides efforts on digital transformation.

He further raises awareness in NGOs for Project Management to build sustainable solutions with a focus on strategic partnerships.

Jakub is especially passionate about thought leadership in the areas of Demand Management, Portfolio Analytics & Selection, Business Intelligence & Reporting as well as Resource Management.