#ProjectOnline #PowerApps example #Office365 #PPM #PMOT #Apps #MSProject #SharePoint Part2

February 24, 2018 at 10:17 pm | Posted in Add-on, Administration, App, Configuration, Customisation, Functionality, Information, Mobile | Leave a comment
Tags: , , , , ,

In part 2 of this series we look at continuing with the example PowerApp for Project Online for project details and project navigation. For those of you that missed part 1, a link to the post can be found below:

https://pwmather.wordpress.com/2018/02/21/projectonline-powerapps-example-office365-ppm-pmot-apps-msproject-part1/

In part 2 we will update the detail screen to display the data we want and include links to PWA for the associated project. If you are following, open the app you started in part 1:

image

Using the tree view on the left, click DetailScreen1 to load the detail screen or click the chevron next to a project from the browse screen:

SNAGHTMLad72abf

Firstly I updated the screen label to “Project Details” and deleted the delete and edit icons:

SNAGHTMLadf40c1

Next two buttons were added to the top bar, one for the Site and one for the Tasks. The Site button will launch DataCardValue8 which in my case is the Project Site URL as seen below:

SNAGHTMLaf5ceae

The Tasks button will launch the Project Schedule PDP but concatenating the PWA URL for the schedule PDP (or whatever PDP you want to link to) then using the ProjectID, in my case DataCardValue2, from the detail screen for the projuid URL parameter:

SNAGHTMLafa7b75

The buttons were added to the screen using the insert menu:

image

As you can see, there are lots of options on the insert ribbon! Other quick links could easily be added such as Issues, Risks, New Risk etc. That is it for the detail view, we have some project details and two buttons that link out to PWA for the associated project:

SNAGHTMLb051b8d

Just for fun I also added a new screen in for a chart. I inserted a bar chart and created a project count by progress chart:

image

For the Items, I entered the following formula to count the number of projects Completed, Not Starter or In Progress:

image

The formula is below for my data, ProjectData is the name of my SharePoint list and Progress is the column on my SharePoint list that contains the % complete value for each project:

Table(
    {Column: "Completed", Value: CountIf(ProjectData, Progress = 100)
    },
    {Column: "Not Started", Value: CountIf(ProjectData, Progress = 0)
    },
    {Column: "In Progress", Value: CountIf(ProjectData, Progress <> 0 && Progress <> 100)
    }
)

Then set the item colours:

image

I then added the back arrow to navigate back to the main browse screen:

image

The final change was to add an icon to the main browse screen that enabled navigation to the chart screen:

image

To preview your app in PowerApps, press F5:

Main screen: list of projects with search and sort using project name, link for each project to project detail screen, access to chart screen, refresh the data and link to create a new project in Project Online

image

Details screen: project details with button links to the project site or schedule PDP in Project Online PWA and a back button to the main screen

SNAGHTMLb7913d8

Chart screen: bar chart display project count by progress for Completed, Not Started and In Progress with a back button to the main screen

image

Once you are happy with your app you can share it to your organisation. Before you do, access the App Settings view and give it a name, set the icon and description:

image 

Then click Save and save it to your organisations PowerApps environment then share the app:

SNAGHTMLb8e0f8c

For details on Saving, publishing and sharing your apps see the links here: https://docs.microsoft.com/en-us/powerapps/save-publish-app & https://docs.microsoft.com/en-us/powerapps/share-app Users can then access your app using the browser, PowerApps Studio or the PowerApps mobile app!

Hopefully that has given you enough to get started or given you some ideas for Project Online PowerApps. There are so many features to PowerApps, they are very powerful! For getting started guides on PowerApps start here: https://docs.microsoft.com/en-us/powerapps/getting-started

Have fun!

Advertisements

#ProjectOnline #PowerApps example #Office365 #PPM #PMOT #Apps #MSProject Part1

February 21, 2018 at 11:47 pm | Posted in Add-on, Administration, App, Configuration, Customisation, Functionality, Information, Mobile | 1 Comment
Tags: , , , ,

PowerApps aren’t a new feature in Office 365 but not one that I have blogged about before, mainly due to the lack of native support for Project Online, but I have created apps before using PowerApps  – it’s an awesome application! PowerApps provide a great way for users to create powerful business apps without writing code. You can use the same connectors that have use for Flow etc. so there is great support for SharePoint Online but no so much for Project Online. To get around this, the easiest approach is to have your Project Online data in a SharePoint list, I have covered a few examples with code samples before:

https://pwmather.wordpress.com/2018/01/27/projectonline-project-level-html-fields-to-a-sharepoint-list-powershell-ppm-office365/

https://pwmather.wordpress.com/2016/08/26/projectonline-data-capture-snapshot-capability-with-powershell-sharepoint-office365-ppm-bi/

In this series of posts, we will create a simple navigation type app for Project Online using PowerApps. In part 1 we look at getting started and creating / updating the browse / home screen. To do this we will need the Project Online data in a SharePoint list using a similar process as the examples above. This post assumes you already have your Project Online data available in a SharePoint Online list and a process to keep this updated as your Project Online changes, similar to the list below:

SNAGHTML6eb4d2

Access PowerApps from the Office 365 app launcher:

image

This will launch PowerApps:

image

If you haven’t used SharePoint Online in Flow or PowerApps before, firstly you will need to click Connections > New Connections > Type SharePoint in the Search bar and add the SharePoint connection:

image

Once you have the connection you can create the app. To create the PowerApp you can either use the web based PowerApps Studio that can be accessed on the Apps page:

image

Or there is an App available in the Microsoft Store:

image

For the purpose of this blog post I will be using the Windows 10 App but the steps are the same.

Once the App launches, you can Open existing apps:

image

Or create a new one, click the New button:

image

From here you can create an app starting with your data, start from a blank canvas or start from a template. The templates options will present you with template previews to select from:

image

For the purpose of the this blog post and to keep the blog post shorter, we will start with our SharePoint data, if this is your first PowerApp this might be the best option to start with until you’re familiar with PowerApps:

image

Type the URL of the site that contains the list:

SNAGHTML787fc7

Press Go then select the correct list and press Connect, in this example it is ProjectData:

image

PowerApps will then build a working app for you based on the data in your SharePoint list:

image

Once finished, home / browse screen is displayed:

image

Clicking the chevron for a project loads the detail screen:

image

That might be good enough for some scenarios – pretty awesome given it was a click of a button! As mentioned, we will look to make a navigation type app that displays some high level project information so we will make some minor tweaks to the base app PowerApps kindly created for us.

Clicking on different areas on the canvas will enable different settings or you can click the elements using the left hand tree view. The first item we will change is the ProjectData label which by default takes the source list name. This property is the LblAppName1:

image

Moving down the screen, we want to change the search feature so that the search box and sorting work on the Project Name. To do this, select BrowseGallery1 from the left hand tree view, then click Advanced, finally update the Data items. Replace ComplianceAssetId with Title as seen below in two places:

image

The search box and sort icon will now work on the Project Name – in our case this is Title on the source SharePoint list.

Next up we want to see Project Name and Project Owner on the project summary section. Using the left hand tree view, click Title1 then access the Advanced menu. In the DATA section under the Text property, update this to “ThisItem.Title”:

image

Notice the Project Name now appears. Repeat for Subtitle1 and select a different project property or multiple properties, I will set the Project Owner and % complete:

image

I will also change the Body1 property to display the Project Start and Finish Dates:

image

The final change for the browse screen in part 1 of this blog post is to change the IconNewItem1, this is the + symbol in the top right corner. In the default app, this will load the edit screen to create a new list item, for this example we will point this to load the create project page in Project Online. Select the IconNewItem1 from the left hand tree view, replace the OnSelect “NewForm(EditForm1;Navigate(EditScreen1, None) with Launch(https://PWASiteURL/_layouts/15/PWA/Wizards/CreateProject.aspx) and update the tooltip as seen below:

SNAGHTMLb94801

The browse screen should look something like this now:

image

With the ability to search and sort on Project Name:

image

Worth noting is that this project data will not be security trimmed etc.

We have barely touched the surface of PowerApps but that is it for Part 1. In Part 2 we look at updating the detail view and adding in links to navigate to the project in PWA.

#ProjectServer and #SharePoint 2013 / 2016 February 2018 Cumulative Update #PS2013 #SP2013 #PS2016 #SP2016 #MSProject

February 14, 2018 at 7:39 am | Posted in Administration, CU, Fixes, Functionality, Information, Installation | Leave a comment
Tags: , , , , , , ,

The Office 2016 February 2018 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-us/kb/4077965

Project 2016 February 2018 update:
https://support.microsoft.com/en-us/kb/4011672

SharePoint Server 2016 / Project Server 2016 February 2018 update: 
https://support.microsoft.com/en-us/kb/4011680

The Office 2013 February 2018 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-us/kb/4077965

Project Server 2013 February 2018 CU Server Roll up package:
https://support.microsoft.com/en-us/kb/4011694

Project Server 2013 February 2018 update:
https://support.microsoft.com/en-us/kb/4011701

Project 2013 February 2018 update:
https://support.microsoft.com/en-us/kb/4011679

Also worth noting, if you haven’t done so already, install Service Pack 1 http://support2.microsoft.com/kb/2880556 first if installing the February 2018 CU for 2013.

As always, fully test these updates on a replica test environment before deploying to production.

#MicrosoftForms and #MicrosoftFlow for #ProjectOnline #PPM project reviews #O365 #SharePoint #PMOT

February 11, 2018 at 10:47 pm | Posted in Add-on, Administration, Configuration, Customisation, Functionality, Information | Leave a comment
Tags: , , , ,

Most projects at some point have some kind of review such as a stakeholder review or project closure review. As Project Online is built on SharePoint there are many ways that this can be achieved but in this blog post we will look at making use of Microsoft Forms to design those reviews, Microsoft Flow to capture the responses for the reviews and SharePoint Online to store the data in a list in the Project Web App site collection. As Project Online is built in the Microsoft Office 365 cloud there are lots of great features that you can make use of, Forms seemed a good fit for a project review.

Firstly access https://forms.office.com/ to get started with your review form. Please note Forms is currently in Preview. Click the New Form button:

image

This will load the form designer:

image

You can use the Theme button to select a theme or upload your own:

image

Enter a form title and description:

image

Then click the Add question button:

image

Select the type of response your question requires, notice the two additional options on the ellipsis at the end. Depending on the type of question selected, that will determine the control used on the form. Design the form as required, for this blog post, here is my very simple form:

image 

Now on my Project Online PWA site in SharePoint Online I have created a list that contains columns for each of my questions:

image

The next step is to access Microsoft Flow and click create from template:

image

This blog post assumes you have already set up the connection to your SharePoint Online tenant in Microsoft Flow.

Search for forms and the existing templates for Forms will be loaded:

image

For this example we just need the first one “Record form responses in SharePoint”, click Continue:

SNAGHTMLfdf7de8

Give the Flow a name then select the correct form in the “When a new response is submitted” Flow action:

image

Then again in the “Get response details” Flow action:

image

Then select / type / paste the SharePoint site URL and select the list created in the “Create item” Flow action:

SNAGHTMLfe28386

Then map the responses from the form to the SharePoint list columns in the “Create item” Flow action:

SNAGHTMLfecca34

Save the Flow.

Now back in Forms, access the Form then click the ellipsis then Settings:

image

On the form settings, set who can respond to the form, in this example I only want people in my organisation to response and I set it to record their name:

image

Now click the Share button to get the form URL to send to the relevant users or add in the Project Web App site. For example, if you were creating a project closure review form or stakeholder review form you might add this to a certain Project Detail Page that is only visible at a certain stage of the project lifecycle.

Once users respond you will see the flow runs in the run history and you will also see the responses on the target SharePoint list. See some example responses below:

image 

Do be aware of the SharePoint list access – you might want to restrict access to this list!

#ProjectOnline Project level #HTML fields to a #SharePoint list #PowerShell #PPM #Office365

January 27, 2018 at 10:01 pm | Posted in Add-on, Administration, Configuration, Customisation, Functionality, Information, PowerShell, Reporting | 1 Comment
Tags: , , , ,

Following on from my previous mini series of posts for including the HTML formatting in Project Online Power BI reports, this post is a supporting blog post for the PowerShell script I used in the 3rd post. For those that missed that mini series of posts, the links are below:

Part 1: https://pwmather.wordpress.com/2018/01/01/projectonline-powerbi-report-include-html-formatting-ppm-pmot-powerquery-odata-rest-part-1/

Part 2: https://pwmather.wordpress.com/2018/01/03/projectonline-powerbi-report-include-html-formatting-ppm-pmot-powerquery-odata-rest-part-2/

Part 3: https://pwmather.wordpress.com/2018/01/16/projectonline-powerbi-report-include-html-formatting-ppm-pmot-powerquery-odata-rest-part-3/

This blog post is the supporting blog post for the script sample published to the Microsoft Script Gallery: https://gallery.technet.microsoft.com/Online-Level-HTML-fields-5dc31a38

This PowerShell script will use the Project Reporting OData API to get all of the published projects in the Project Online PWA Site Collection, then for each project it will get the project level multiple lines of text fields that include the HTML from the REST API and then create a list item on the specified SharePoint list. The user setting up the script will need to make some changes to the script , this is covered in the blog post.

The account used will need access to the OData API in PWA, at least full read access to all projects and contribute access to the target SharePoint list. The SharePoint list will also need to be created beforehand with the required columns.

To get the script to work you will need to reference the DLL as seen in the image below:

image

This can be installed from the SharePoint Online Client components / management shell. I used the dll from the SharePoint Online Management Shell in this example.

Firstly decide what project level multiple lines of text fields you want to include, this will determine the list column requirements. Then create the SharePoint list in the PWA site collection with the required columns, for this example I created a list called ProjectMutliLineFields with the columns below:

image

I used the default Title field for the Project Name, ProjectId for the Project GUID then I created four multiple lines of text columns for my example project multiple lines of text fields. Set up the list and columns as required then update line 45 in the sample script to change the select query to include the correct project fields you need:

$url = $PWAInstanceURL + "/_api/ProjectServer/Projects(guid'$projectID')/IncludeCustomFields?`$Select=Name,Id,Custom_x005f_4d0daaaba6ade21193f900155d153dd4,Custom_x005f_3f9c814ca2ade21193f900155d153dd4,Custom_x005f_a801708ea5ade21193f900155d153dd4,Custom_x005f_70534c6aa2ade21193f900155d153dd4"

You will at least need to change all of the custom field GUIDs to be the correct GUIDs for your project fields. If you are unsure on how to get the correct custom field GUIDs, see post 2 in the HTML reporting series.

You will then need to update the list item creation part of the sample script to map to the correct SharePoint column names you created and the project fields:

image

Also ensure the variables have been updated correctly, placeholder values seen below:

image

Save and run the PowerShell script (fully test on a non-production PWA site collection before Production) to ensure the data is captured correctly in the target SharePoint list. This script could be run manually on demand or on schedule using a scheduled task if running on a server or a scheduled Azure Function or other methods.

Once the script is run you will see the data in the SharePoint list (data from our sales demo instance):

image

Whilst the purpose of this script was to enable us to get the data easily in Power BI in a such a way that supported refreshing in the Power BI Service, as you can see in the screen shot above, this list includes all of the HTML formatting in a central view – something you can’t get in a PWA Project Center view! Do keep in mind that this SharePoint list would not be security trimmed like a Project Center view though, so you might want to restrict access to the SharePoint list depending on your data / security policies for your PPM data.

Running the script multiple times will create multiple items for each project so you might want to set up grouping on the view or update the script to modify the SharePoint list item with the updated data so that you only have one list item per project.

The script is provided "As is" with no warranties etc.

#ProjectServer and #SharePoint 2013 / 2016 January 2018 Cumulative Update #PS2013 #SP2013 #PS2016 #SP2016 #MSProject

January 13, 2018 at 9:13 am | Posted in Administration, CU, Fixes, Functionality, Information, Installation | Leave a comment
Tags: , , , , , , ,

The Office 2016 January 2018 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-us/kb/4058103

Project 2016 January 2018 update:
https://support.microsoft.com/en-us/kb/4011633

SharePoint Server 2016 / Project Server 2016 January 2018 update: 
https://support.microsoft.com/en-us/kb/4011642 & https://support.microsoft.com/en-us/kb/4011645

The Office 2013 January 2018 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-us/kb/4058103

Project Server 2013 January 2018 CU Server Roll up package:
https://support.microsoft.com/en-us/kb/4011650

Project Server 2013 January 2018 update:
https://support.microsoft.com/en-us/kb/4011654

Project 2013 January 2018 update:
https://support.microsoft.com/en-us/kb/4011640

Also worth noting, if you haven’t done so already, install Service Pack 1 http://support2.microsoft.com/kb/2880556 first if installing the January 2018 CU for 2013.

As always, fully test these updates on a replica test environment before deploying to production.

#ProjectOnline time phased data rollup for #OData reporting #PPM #PMOT #BI #Excel #PowerBI

November 17, 2017 at 11:44 am | Posted in Administration, Configuration, Functionality, Information, Reporting | Comments Off on #ProjectOnline time phased data rollup for #OData reporting #PPM #PMOT #BI #Excel #PowerBI
Tags: , , , ,

Recently it was announced that it would be possible to rollup some of the data in the time phased feeds for Project Online, the support documentation can be found here: https://support.office.com/en-us/article/Configure-rollup-of-timephased-reporting-data-in-Project-Online-da8487fe-899e-4510-a264-e2ebc948928c

Currently today in Project Online, the time phased data is stored in the Reporting schema at the day level. For some organisations, this is too granular and they end up having to aggregate the data for reports to weekly / monthly etc. For those customers, having the data at the day level isn’t convenient as storage / performance improvements can be gained from having the data stored at source pre-aggregated. With this change, that will now be possible.

I believe this feature will start rolling out in the next week or two but let’s have a quick look at the options. From the PWA Settings menu you will see a new option under Enterprise Data for Reporting as seen below:

image

This shows the following page:

image

As this new feature has been rolled out to an existing PWA site, this defaults to Daily but new PWA sites created once this feature is rolled out to the tenant will have this setting set to Never.

Let’s look at the impact on the data using my simple project plan that has a task with a duration of 5 days:

image

Using the TaskTimephasedDataSet you can see the data below for Task 2:

image

As expected, there are 5 days displaying work. I will now change the setting to Weekly:

image

For this change to take effect I will need to publish all of my projects but for the purpose of this blog post I will just publish my test project. Refreshing my Excel data, you can see I have two rows as the task spans two weeks:

image

The hours are aggregated on the first day of the week as defined by the PWA site regional settings:

image

Now I will increase the task duration to 50 days to span a few months and set the reporting to monthly then publish my test project. Updated project:

image

Updated to Monthly:

image

Updated Excel report:

image

As you can see the hours are now aggregated on the first day of the month. You can also base this on the fiscal periods defined in PWA.

The feeds that are impacted by this change are:

  • AssignmentBaselineTimephasedDataSet
  • AssignmentTimephasedDataSet
  • TaskBaselineTimephasedDataSet
  • TaskTimephasedDataSet

Once available in your tenant, set the time phased data reporting setting as defined by your reporting requirements and publish all of the projects. I would recommend you did this on a non-production PWA instance first as you might need to update you reports, apps etc. that consume date from those four feeds. Also remember to set this up for new PWA instances created once this feature is live as they will be set to Never.

Keep an eye out for this feature reaching your tenant soon.

#ProjectServer and #SharePoint 2013 / 2016 November 2017 Cumulative Update #PS2013 #SP2013 #PS2016 #SP2016 #MSProject

November 16, 2017 at 9:20 am | Posted in Administration, CU, Fixes, Functionality, Information, Installation | Comments Off on #ProjectServer and #SharePoint 2013 / 2016 November 2017 Cumulative Update #PS2013 #SP2013 #PS2016 #SP2016 #MSProject
Tags: , , , , , , ,

The Office 2016 November 2017 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-us/kb/4051890

Project 2016 November 2017 update:
https://support.microsoft.com/en-us/kb/4011227

SharePoint Server 2016 / Project Server 2016 November 2017 update: 
https://support.microsoft.com/en-us/kb/4011243 & https://support.microsoft.com/en-us/kb/4011244

The Office 2013 November 2017 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-us/kb/4051890

Project Server 2013 November 2017 CU Server Roll up package:
https://support.microsoft.com/en-us/kb/4011249

Project Server 2013 November 2017 update:
https://support.microsoft.com/en-us/kb/4011257

Project 2013 November 2017 update:
https://support.microsoft.com/en-us/kb/4011235

Also worth noting, if you haven’t done so already, install Service Pack 1 http://support2.microsoft.com/kb/2880556 first if installing the November 2017 CU for 2013.

As always, fully test these updates on a replica test environment before deploying to production.

#ProjectOnline #PPM #PowerBI Report Pack v2 #BI #Reporting #PowerQuery #DAX #Office365

October 31, 2017 at 12:39 pm | Posted in Add-on, Administration, Customisation, Functionality, Information, Reporting | 2 Comments
Tags: , , , ,

Back in January this year I published my first Power BI report pack for Project Online, the post can be found here: https://pwmather.wordpress.com/2017/01/03/projectonline-ppm-powerbi-report-pack-bi-reporting-powerquery-dax-office365/ I have now published the second version of my report pack for Project Online. This version can be download from the link below:

https://gallery.technet.microsoft.com/Online-Power-BI-Report-abcb3c3b

This report pack consists of 8 reports for Project Online, these reports can be seen below:

Portfolio Report page:

image

Issues Report page:

image

Risks Report page:

image

Project Report page:

image

Resource Demand Report page:

image

Resource Report page:

image

Timesheet Summary Report page:

image

Timesheet Detail Report page:

image

These reports only use default intrinsic fields so it should work for all Project Online deployments.

Once downloaded, the report pack data sources will need to be updated to point to your target Project Online PWA instance. To do this you will need the Power BI desktop tool which is a free download here: https://powerbi.microsoft.com/en-us/desktop

Open the downloaded PWMatherProjectOnlinePowerBIReportPackv2.pbit template file in Power BI Desktop and follow the steps below to point the data sources to your Project Online PWA instance:

 

  • In the parameter window that opens, enter the full Project Online PWA URL
  • Click Load
  • The data will now start to load and you will be prompted to connect
  • On the OData feed window, click Organizational account and click Sign in and enter credentials as required
  • Click Connect
  • On the Privacy levels window set the privacy as required
  • Click Save
  • The data will load – this may take a few minutes depending on the dataset size in Project Online
  • Access the Project Report page and select a project from the project filter
  • Save the report

This file can either be emailed around to colleagues with details on how to update the credentials to their own or what would be better is to publish the report to your Power BI workspace can create an organisational content pack that others can add to their Power BI workspace. If the Power BI organisational content pack is the chosen option, you might want to create a Dashboard first. See a previous blog post on this: https://pwmather.wordpress.com/2017/02/10/projectonline-ppm-powerbi-report-pack-publish-bi-reporting-powerquery-dax-office365/

Enjoy, I hope you like it Smile

#Agile now available in #MSProject #Kanban #Scrum #Sprints #Tasks

October 25, 2017 at 7:57 am | Posted in Administration, Configuration, Customisation, Functionality, Information | Comments Off on #Agile now available in #MSProject #Kanban #Scrum #Sprints #Tasks
Tags: , , , ,

Agile is now available in Microsoft Project! This is available on the following build version or later: 8625.2055 Click-to-Run. This build version is available on the Insider – formerly Insider Fast or Monthly Channel (Targeted) – formerly Insider Slow. This post is an intro to the new features. On the New menu you will see three new projects as highlighted below:

image

The three new project types are:

  • Scrum Project
  • Kanban Project
  • Waterfall Project

Firstly, “Waterfall Project” is the traditional type of project that is the same as using “Blank Project”. When creating either of these you will notice some new views in Project:

image

These views are available regardless of the project type selected. I can insert the new Board Status and Sprint fields in to the default Gantt Chart view:

image

Switching views, I can then see these test tasks on the associated board views:

image

image

Both of these provide the ability to add new tasks as well as drag and drop capabilities to move tasks to different columns / statuses. On the board view you can add / update the columns / buckets, once updated here the Board Status column in the table views will have the updated values. Regardless of the view, you can use the Format tab option on the Task Boards Tools ribbon to change the columns:

image

More on these in when we look at the new project types.

Creating a Scrum Project or a Kanban Project gives you some other functionality. Starting with a Scrum Project (purely because it is first in the list) we can see the new project below:

image

The Scrum Project defaults to open with the Sprint Planning Board as the active view. On the ribbon you will also notice there is an Agile Tools Scrum tab as well as the previously seen Task Board Tools Format tab.

image

The Planning button enables you to switch between the two Sprint Planning views:

image

The Sprint button enables you to switch between the two Current Sprint views:

image

The All button enables you to switch to the Agile Tasks view which is a filtered tabular view that only shows tasks that are tagged as Agile = Yes.

Adjust allows you to manage the sprints. This creates three automatically for you:

image

By default the sprints are generated using the project finish date but you can change to manage this via a custom date if needed:

image

The Agile button enables you to change your project to a different Agile methodology:

image

Switching between Scrum / Kanban / None just changes the options you have on the ribbon. Changing to None will remove all the Agile options ribbon but you can use the Project tab to change your project back to an Agile methodology:

image

Tasks can be moved to different sprints or status using the board view with drag and drop or just the familiar drop down menus on the table views.

Switching to Kanban, the options change to enable you to switch backlog views:

image

When creating a new Kanban project, the default view is the Backlog Board.

The All button enables you to switch to the Agile Tasks view which is a filtered tabular view that only shows tasks that are tagged as Agile = Yes. Then you have the same Agile button too.

There are also new default Agile reports:

image

Here is the Agile – Task Status report as an example:

image

This new feature is a client side feature only, this capability is not available in PWA. All of the new fields in Project such as Agile, Sprint and Board Status are in Project only.

If you are looking to use an Agile methodology to manage your projects in Microsoft Project, take a look at this new feature as it allows you to manage a single project using a combination of methodologies if you wish.

Next Page »

Create a free website or blog at WordPress.com.
Entries and comments feeds.