Agile in Microsoft Project

Microsoft Project makes Agile easier than ever with the new Agile capabilities in the Project Online Desktop client, which, along with the recently released Planner integration, gives project managers a broad choice of working style when managing their projects – using an agile approach with Scrum and Kanban, or a hybrid approach with these mixed in with the more traditional waterfall approach.

This post will walk you through creating and managing a project for an ATM upgrade with the new Agile tools in Microsoft Project.

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 additional tasks for the project.

 

Now that you have a list of tasks, you need to organize them into sprints. A sprint is a fixed time frame for work to be completed. By default, Project includes three sprints with each sprint lasting 2 weeks. Therefore, the default agile project duration is 3 sprints x 2 weeks = 6 weeks.

In this example, we want to create two more sprints. Click on Adjust in the toolbar ribbon.

Adjust Sprints

 

Adjust Sprints

To add 2 Sprints, generate Sprints through Custom date by adding 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 now ends 1/15/2018.

Click OK.

Manage Sprints

 

Manage Sprints

Order the tasks so that they fall into the Sprints in the order you want them performed.

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 Resource Profiles

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 will see the completed 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

 

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 to see current Project 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 (above) and how many hours of work are in each Sprint (below).

Sprint Status Report