Hands-On LabManaging Project Details in an Enterprise Project Plan Mapped to a Team Project in Team Foundation Server 2010Lab version: 1.0.0

Last updated: 5/19/2023

CONTENTS

OVERVIEW................................................................................................................................................. 3

EXERCISE 1: PUBLISHING DELIVERABLES AND THE FULL WORK BREAKDOWN STRUCTURE TO TEAM FOUNDATION SERVER.................................................................................................................. 5

EXERCISE 2: REVIEWING DELIVERABLES AND WORK BREAKDOWN STRUCTURE IN TEAM FOUNDATION SERVER........................................................................................................................... 13

EXERCISE 3: UPDATING STATUS FOR DEVELOPMENT TASKS AND RECEIVING PROJECT MANAGEMENT UPDATES......................................................................................................................15

APPENDIX - RESOURCES......................................................................................................................22Team Foundation Server and Project Server 2010 Integration Feature Pack Resources 22

Microsoft Project 2010 Resources 22

Microsoft Visual Studio Team Foundation Server 2010 Resources 23

Overview

As a project manager, you can manage both business requirements and implementation tasks in Project Server that can then be synchronized to Team Foundation Server. As work progresses, development teams can update their tasks as they work in Team Foundation Server. Both project managers and development teams can manage their workflows independently while collaborating fully and communicating effortlessly when changes occur that affect the schedule. The synchronization engine for Visual Studio Team Foundation Server 2010 and Project Server maintains scheduling data for the requirements and tasks in the mapped enterprise project plan and team project.

Figure 1Process Flow for Managing Details in Project Server

Project Manager As a project manager, you perform the following tasks in Project Professional or your instance of PWA:

Define the project plan that contains both deliverables and tasks. Deliverables may correspond to requirements or user stories, depending on the process template that your product team used to create the team project.

Save and publish your plan to Project Server.

Approve or reject status updates as work progresses.

Continuously publish updates to the plan on Project Server.

Synchronization Engine

For each deliverable or task that is set to publish in the plan, the synchronization engine performs the following actions:

Updates the team project by creating a work item for each task that is published in the mapped project plan. The engine also creates a link that binds the task in Project Server to the work item in Team Foundation.

Creates a status update for each mapped field in each published task as changes occur in Team Foundation. These updates appear in the approval queue for the project manager to review.

Updates work items in the team project based on whether the project manager approved or rejected the status update.

Team Lead In Team Foundation, the team lead and team members perform the following tasks:

Review the work items that are added to the team project.

Update the work items as work progresses by changing the Remaining Work and Completed Work fields for each task.

Respond to work items with a rejected status by modifying work items and resubmitting to Project Server.

Note: The Microsoft® Visual Studio® Team Foundation Server® 2010 and Microsoft Project Server® 2010 Integration Feature Pack Demonstration Hyper-V Virtual Machine illustrates the integration between Team Foundation Server 2010 and Project Server 2010. For another virtual machine with hands-on-labs / demo scripts which showcases Team Foundation Server 2010, go to: http://bit.ly/VS2010RTMVHD ; likewise, another virtual machine with hands-on-labs / demo scripts which showcases Microsoft Project 2010 can be found here: http://go.microsoft.com/?linkid=9713956

System Requirements

In order to complete this lab you will need Project Server 2010 and Team Foundation Server 2010 Integration virtual machine provided by Microsoft. For more information on acquiring and using this virtual machine, please see “Working with the Project Server 2010 and Team Foundation Server 2010 Integration Virtual Machine”.

Exercises

This Hands-On Lab comprises the following exercises:

1. Publishing Deliverables and the Full Work Breakdown Structure to Team Foundation Server

2. Reviewing Deliverables and Work Breakdown Structure in Team Foundation Server

3. Updating Status for Development Tasks and Receiving Project Management Updates

Estimated time to complete this lab: 60 minutes.

Next Step

Exercise 1: Publishing Deliverables and the Full Work Breakdown Structure to Team Foundation Server

Exercise 1: Publishing Deliverables and the Full Work Breakdown Structure to Team Foundation Server

In this exercise, you will learn how to create a deliverable and the corresponding work breakdown structure (composed of tasks) to be synchronized to Team Foundation Server for the development team. The deliverable will be the requirement that the development team will implement and the corresponding work breakdown structure of tasks will be the individual tasks assigned to each team member in Team Foundation Server.

1. Log in as Lina Abola (username: linaa) if you have not already done so. The password is P2ssw0rd (capital letter P, the number two, the letter s, the letter s, the letter w, the number zero, the letter r, and the letter d). Please see “Working with the Project Server 2010 and Team Foundation Server 2010 Integration Virtual Machine” for instructions on how to log into the VM.

2. Open Microsoft Office Project 2010 from Start | All Programs | Microsoft Office | Microsoft Project 2010. This is the tool for project managers to edit enterprise project plans stored in Project Server.

3. Open the Human Resources Application enterprise project plan from Project Server by choosing File | Open and then choosing the Human Resources Application and clicking Open. If

it is not visible, you can double-click the “Retrieve the list of all projects from Project Server” option to show all of the available project plans on Project Server.

Figure 2Opening project plan

4. At this point, we will create a deliverable that we will use to break down the tasks to implement the deliverable in the Project Plan.

5. Insert a new task into the project plan under the Development summary task by pressing the Insert key and then name the task Change Benefits Plan for Employee. Assign this new deliverable task to Peter Thode who is the development team lead.

6. You may need to press the Outdent Task command in the ribbon to make sure the deliverable task in the project plan is a child of the Development summary task and a sibling of the previous deliverable task with the name of New Employee Wizard as shown below.

Figure 3Using the Outdent Task Command in the Project Ribbon

7. If the Predecessors column is not visible, right-click on a column header and select Insert Column from the context menu.

Figure 4Inserting a new column

8. Locate and select the Predecessors column to add it to the task worksheet. The Predecessors column can be used to ensure that a deliverable’s tasks are scheduled after a previous deliverable is finished, thus booking team resources to dates when they are not already working. Note that the numbers in the Predecessor column refer to row numbers. For example, the Development deliverable has a predecessor of 6, which refers to the last step from the Requirements deliverable.

Figure 5Prececessors column showing order to complete deliverables

9. Set the predecessor of the Change Benefits Plan for Employee deliverable to be the deliverable named New Employee Wizard by entering the row number of the New Employee Wizard deliverable into the Predecessors column for the new Change Benefits Plan for Employee deliverable.

Figure 6Changing predecessor of deliverable using the Predecessors column

Note: Your view may be different depending upon where you inserted the new task. Row numbers for predecessors and dates may also be different.

10. As the project manager, you can create new tasks to implement the deliverable and assign them to team members. Make sure that you fill in the duration (remaining work) and resource names for each task as shown below. You can use the Indent Task command in the ribbon to ensure that they are children for the deliverable item in the project plan. Set the predecessor for the tasks to line up the tasks for the team members David Simpson and Jill Frank as shown below as well. Create two predecessors for the last two tasks to level the work between David and Jill.

Figure 7Adding implementation tasks to Change Benefits Plan for Employee deliverable

Note: Your view may be different depending upon where you inserted the new task. Row numbers for predecessors and dates may also be different.

11. At this point, we are ready to mark this new deliverable and associate work breakdown tasks as items that need to be synchronized to Team Foundation Server for the development team.

12. For each of the deliverables and associated implementation tasks, set the Publish to Team Project property of the task to Yes. For the deliverable, you will want to set the Work Item Type property to Requirement (since it is a deliverable) and you will set the implementation task’s Work Item Type property to Task as shown below.

Figure 8Set Deliverable and Implementation Tasks to Synchronize with Team Foundation Server

13. Switch to the Team Planner view to get a sense of how each resource is assigned to tasks in the enterprise project plan by clicking on the View dropdown in the ribbon and selecting the Team Planner option.

Figure 9Team Planner view

14. At this point, you may want to set a baseline so that you can review status updates by the team members in the future against your baseline. Select the Project tab. In the Schedule group, point to Set Baseline, and then click Set Baseline.

Figure 10Set Baseline Tool in Schedule Ribbon Group

15. Select Set baseline, and then select the baseline that you want to set. Click OK to close the dialog.

Figure 11Set Baseline Dialog

16. At this point, you can save and publish the enterprise project plan to Project Server. That will trigger the synchronization engine to push the new deliverable to Team Foundation Server, with a new requirement assigned to the development team lead and implementation tasks assigned to each of the individual development team members.

17. Select the Save button (or press Ctrl+S) to save changes.

18. To publish the enterprise project plan to Project Server, click on the Publish button in the File | Info menu. This will start the publishing jobs and you can monitor the progress in the status bar.

Figure 12Publishing project plan to Project Server

Note: It make take a few seconds to finish publishing.

19. Close Microsoft Office Project 2010 and “check-in” the project plan if prompted.

Figure 13Checking in changes

20. If prompted to replace the existing file, select OK.

Next Step

Exercise 2: Reviewing Deliverables and Work Breakdown Structure in Team Foundation Server

Exercise 2: Reviewing Deliverables and Work Breakdown Structure in Team Foundation Server

In this exercise, you will learn how to review the deliverables and implementation tasks created by the Project Manager in Project Server. The development team lead will be able to view the newly synchronized deliverable and tasks in Team Foundation Server.

Note: If continuing from the previous exercise, you can switch users rather than log out completely. To do this, select Start, clicking the right arrow to the right of the Log off button, and finally selecting Switch user. You can do this as an alternative to logging out for the remainder of this lab.

1. Log in as Peder Thode (username: pedert) if you have not already done so. The password is P2ssw0rd (capital letter P, the number two, the letter s, the letter s, the letter w, the number zero, the letter r, and the letter d). Please see “Working with the Project Server 2010 and Team Foundation Server 2010 Integration Virtual Machine” for instructions on how to log into the VM.

2. Open Visual Studio 2010 from Start | All Programs | Microsoft Visual Studio 2010 | Microsoft Visual Studio 2010. This is the tool used daily by the development team.

Note: When running the virtual machine on slower hardware, you may see an error when connecting to Team Foundation Server after booting up for the first time. You are seeing this simply because Team Foundation Server has not finished starting up. To work around this issue, wait a few moments and then restart Visual Studio.

3. In the Team Explorer window, expand the Work Items and Team Queries nodes under the Human Resources (based on the MSF for CMMI Process Improvement v5.0 template) team project and double-click the Work Breakdown work item query to open the work item results window.

Figure 14Work Breakdown team work item query

4. Notice that the new requirement Change Benefits Plan for Employee, created by the project manager Lina, now appears as a new Requirement work item in Team Foundation Server. The implementation tasks created by the project manager are each shown as individual Tasks already assigned to the development team members as well.

Figure 15New Deliverable and Implementation Tasks from Project Server

5. A locked link relationship icon is shown for each child task to indicate that the development team cannot change the hierarchical relationship between the deliverables and the tasks created in Project Server. This is a new feature in Team Foundation Server 2010 Service Pack 1. The tools describes the details of this locked link relationship: “You cannot modify the link because the link relationship between these work items is locked and maintained externally (for example, in an enterprise project that is stored in Project Server).”

Figure 16Locked Link Type Relationship in Team Foundation Server

6. The development team leader can now begin to work on their assigned tasks and report progress with the Remaining Work and Completed Work fields on the tasks. We will report progress from the development team in the next exercise.

Next Step

Exercise 3: Updating Status for Development Tasks and Receiving Project Management Updates

Exercise 3: Updating Status for Development Tasks and Receiving Project Management Updates

In this exercise, you will learn how to update the status for the development tasks and report progress back to the Project Manager. Status or progress updates are performed by each of the development team members using the “My Tasks” work item query available in Team Foundation Server. The status updates will then be synchronized to Project Server where the project manager can view the impacts of those progress updates against the project’s baseline.

1. Log in as Peder Thode (username: pedert) if you have not already done so. The password is P2ssw0rd (capital letter P, the number two, the letter s, the letter s, the letter w, the number zero, the letter r, and the letter d). Please see “Working with the Project Server 2010 and Team Foundation Server 2010 Integration Virtual Machine” for instructions on how to log into the VM.

2. Open Visual Studio 2010 from Start | All Programs | Microsoft Visual Studio 2010 | Microsoft Visual Studio 2010. This is the tool used daily by the development team.

3. In the Team Explorer window, expand the Work Items and Team Queries nodes under the Human Resources (based on the MSF for CMMI Process Improvement v5.0 template) team project and double-click the Work Breakdown work item query to open the work item results window.

4. Find the UI Dialog task assigned to David Simpson that is a child of the Change Benefits Plan for Employee requirement. Double-click the task to open it.

Figure 17Locating the new UI Dialog task

5. At the end of the week, David wants to report that he has completed 40 hours of work but it appears that it will take an additional 80 hours of work because of complexities that were not figured into the original estimate. David can report this status update to the Project Manager simply by updating the task’s Remaining Work to 80 and the Completed Work to 40.

Figure 18Updating the Task's Progress Information

6. Save the changes to the work item by selecting the Save Work Item button.

Figure 19Saving the updated task

7. At this point, the synchronization engine will report the progress update to the deliverable work item and send it to Project Server for approval by the Project Manager.

8. Log in as Lina Abola (username: linaa) if you have not already done so. The password is P2ssw0rd (capital letter P, the number two, the letter s, the letter s, the letter w, the number zero, the letter r, and the letter d). Please see “Working with the Project Server 2010 and Team Foundation Server 2010 Integration Virtual Machine” for instructions on how to log into the VM.

9. Open a new browser window and navigate to the Project Web App site by using this URL: http://tfspsdemo/pwa.

10. On the Project Web App home page, you will notice that the project manager now has four task updates to approve. Click the hyperlink to open the Approval Center.

Figure 20Task Update Indicator from Resource for Project Manager

11. The Approval Center shows the updates from the initial synchronization and the new status update for David that increases his overall remaining work and the total duration for the task in the enterprise project plan.

12. Click on the hyperlink for the “UI Dialog” item to see the details of the update from David Simpson.

Figure 21Status Update Change Details

13. After reviewing the updates, select the Cancel button to return to the Approval Center.

14. Since you have chosen to take a baseline for the project plan, you can choose the update(s) and then click Preview Updates to get a view of how the changes will affect the overall project plan.

Figure 22Previewing the Updates against the Project's Baseline

15. Once the Approval Preview window opens, you can see the details of the change.

Figure 23Approval Preview showing impact to schedule

16. Close the Approval Preview window to return to the Approval Center.

17. Approve all of the updates by selecting all of them and then selecting the Accept button in the Project Server ribbon.

Figure 24Approving Initial Status Updates for Enterprise Project

Note: You can also Select All items by clicking on the column header.

18. In the Confirmation window, type a comment and then select the OK button.

19. Close the browser window.

20. Open the Human Resources Project Plan inside of Microsoft Office Project 2010 Professional. The newly approved status updates are now integrated into the latest version of the project plan (see Actual Work and Remaining Work values). You may need to switch back to the Team Foundation Gantt view.

Figure 25Updated Project Plan Including Progress Updates from Developers

21. Return to the Project Web App site by using this URL: http://tfspsdemo/pwa

22. Click on the Project Center link. You can see all the enterprise projects lists and see their progress. The Project Management Office can use this view to get visibility on all the enterprise projects regardless of the software methodology that they follow.

Figure 26Visibility across Enterprise Projects

23. You can also look at Resource Availability within PWA. Within PWA select Resource Center, select David Simpson and Jill Frank, and then select the Resource Availability button.

Figure 27Checking on resource availability in Resource Center

24. When the resource availability graph loads, set the date range to 4/6/2011 and 5/18/2011 and then click on Apply.

Figure 28Viewing assigned work across the enterprise

25. This concludes this Team Foundation Server 2010 and Project Server Integration Feature Pack hands-on lab; it illustrated how the Project Manager (Lina) can now perform a breakdown of development tasks and get visibility into the execution from the development team.

Next Step

Appendix - Resources

Appendix - Resources

Team Foundation Server and Project Server 2010 Integration Feature Pack Resources

Solutions For Application Lifecycle Management: http://www.microsoft.com/visualstudio/en-us/solutions/management

Customer Case Studies: http://www.microsoft.com/casestudies/Case_Study_Search_Results.aspx?Type=1&Keywords=ALM

MSDN Product documentation: http://msdn.microsoft.com/library/gg455680.aspx

MSDN Public Forums - Team Foundation Server and Project Server Integration http://social.msdn.microsoft.com/Forums/en-US/tfsprojectsrvint

Microsoft Project 2010 Resources

Product information Project 2010 product site: http://www.microsoft.com/project

Project Team Blog: http://blogs.msdn.com/project

Case Studies : http://www.microsoft.com/project/en/us/customer-success.aspx

End-User Product Help Project 2010 Help http://office2010.microsoft.com/project-help

Project Server 2010 Help http://office2010.microsoft.com/project-server-help

Interactive content - Videos & Sessions & Webcasts http://www.microsoft.com/showcase/en/US/channels/microsoftproject

http://www.microsoft.com/events/series/epm.aspx

Project Professional 2010 and Project 2010 Demo Image:

Download: http://go.microsoft.com/?linkid=9713956

Hosted Virtual Lab: http://go.microsoft.com/?linkid=9713654

IT Professional related - TechNet Tech Center: http://technet.microsoft.com/ProjectServer

Admin Blog: http://blogs.technet.com/projectadministration

Developer related - MSDN Developer center: http://msdn.microsoft.com/Project

Programmability blog: http://blogs.msdn.com/project_programmability

Got Questions? Search or ask in the official Microsoft Forums! http://social.msdn.microsoft.com/Forums/en-US/category/

projectserver2010,projectprofessional2010/

SharePoint 2010 Products http://sharepoint.microsoft.com

Microsoft Visual Studio Team Foundation Server 2010 Resources

Team Foundation Server MSDN Page: http://msdn.microsoft.com/en-us/vstudio/ff637362.aspx

Microsoft Visual Studio Team Foundation Server 2010 Trial – ISO:

www.microsoft.com/downloads/details.aspx?FamilyID=3660cacf-f077-44d3-a9d9-97e801da2035&displaylang=en

Team Foundation Server Team Blog: http://blogs.msdn.com/b/team_foundation/

Brian Harry’s Blog Site: http://blogs.msdn.com/b/bharry/

Channel 9 Team Foundation Server Videos: http://channel9.msdn.com/tags/TFS/

To give feedback please write to VSKitFdbk@Microsoft.com

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