tim runcie, pmp, mcp, mcts, mvp chetan patel, pmp, mcp, mcts
TRANSCRIPT
Anaheim, CA | February 2-5, 2014
Tim Runcie, PMP, MCP, MCTS, MVPChetan Patel, PMP, MCP, MCTS
Development Meets Project Management: Using TFS with Project Server
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Session Rules & Guidelines
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About the Presenters:
Tim Runcie
Chetan Patel
Human Systems (Dev Teams)
Not Always Happy About MS Project
How Developers Feel
Project
Today’s Agenda
Understanding the Needs of PM’s & Developers
Review of TFS Capabilities & Value Prop.Demonstration TFS & Project ServerDemonstration of Integration of Actuals
to ProjectFinal Q&A / Session Ends
1
2
3
4
5
**Note Reach out to us for more information or for the PPM Online Connector
Key Learning Points:• Learn the Value of TFS to PM’s, Developers
• Overview of Team Foundation Server & its Capabilities• Agile, Scrum, Iterative Development Work Missing• Forecast Planning with Resource Capacity Planning from Project to TFS
• Understand What TFS can Do for Demand & Resource Capacity Planning• Leverage Detailed Task Management with Rollup Capabilities to and from Project• Avoiding Too Much Detail in your Schedule• Bringing home the bacon (the Actuals to Project from TFS)
• Grasp Best Practices / Integration of Project & TFS• Demo: On Premise / In the Cloud
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Microsoft Project Management Solution Spectrum
Advanced TeamCollaboration
Enterprise Project & Portfolio
Management
Project Pro sync with SharePoint Project Pro for Office365
Low
Med
ium
Hig
h
Level of Pro
cess
Standard Team Collaboration
Excel
BasicProjectManagement
Project Standard or ProProject reports in SharePoint or Office365
Low or No Collab Some Collab Lots of CollabLevel of Collaboration
AdvancedProjectManagement
Basic Team Collaboration
SharePoint or Office365: team sitetask listslibraries, lists, reporting
Project Standard or Pro
PPM Server/OnlineTFS Connector(Built on SharePoint Server)
So Why does it Matter?Let’s Try some Role Playing
by….
Pain Points by PM – As Viewed by Dev Team:
• Constantly Herding Cats for Updates• Estimates are Hard / Actuals are Impossible to
Get• Too Many Granular Details to Track• Executives want Waterfall Reporting (opposed to
Agile)• I’m not a Developer Tasks Types Boggle the
Mind• Always Takes Heroic Effort to Deliver Resultswww.Advisicon.com | 1-866-362-3847 |
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Pain Points by Dev Team – As Viewed by PM:• Too Busy to Track/Report in Multiple Tools• Don’t have Time to Train non Dev Types• Project is too Simple a Tool to Track
Complex Work• We are Agile/Scrum Oriented, not Waterfall• Work is too Dynamic for Static Project
Plans
What Can we Solve with TFS
• Simplify Schedule Building & Managing for PM’s
• Allow Dev Teams to work in Comfort• Methodology Doesn’t Matter• Actuals from TFS to Project• Best of Both Worlds (Dev & PM)
Addressing Agile/Scrum & Workload / Demand:
Capturing Agile/Scrum/Developer Demand:Devil is in the Details• Not Overwhelming a Project Schedule with Details• Avoid: Highly Dynamic, shifting and non-dependent activities• Capturing Developer Demand Regardless of Approach:
• Agile, Scrum, RAD, JRAD, RUP, etc.• Forecast Planning with Resource Capacity Planning from Project to TFS
Best of Both Worlds• Iterative Demand Rolled up to Waterfall or PM Methodology (PMI, Prince2, etc.)• Provide Developers Detailed Planning and Forecasting from Project to TFS
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Understanding Project & Agile/Scrum:Moving Parts of an Agile/Scrum Schedule• Priority/Need, Story Points, Sprint, State, Backlog, Features, Lions, Tigers and Bears….
Oh My!
Scrum / Agile Q&A
12.17.13 - Scrum and Agile Planning with Project 2013https://presentations.inxpo.com/Shows/microsoft/GMO/Global_MSC/2013/2013_13_Project_Visio/Scrum_and_Agile_Planning_with_Project_2013.mp4
Understanding TFS: (What it can do for you)
TFS Value Proposition:
• Version control for code• Work item tracking,
(defects, requirements, tasks, and scenarios).• Tactical Project management
functions (for planning & tracking)
• Enables Common building blocks (for executable products.)
• Common Data collection and reporting
• Team Project Portal (TWA like PWA ~ Collaboration)
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Demo of TFS
TFS High Level Q&A
Overview of Project Server with TFS
Team Foundation Server and Project Server Integration Process
Define the
Integration
Mapping
Publish Synchronization
A project manager defines or updates tasks or deliverables and sets the Publish to Team Project value to Yes for each task that they want to synchronize.
The project manager publishes the enterprise project plan by using Microsoft Project Professional. Changes are automatically saved to the database for Project Server.
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Publish Synchronization
The synchronization engine pulls data from Project Server and determines what data to update based on the data that is configured for synchronization. Only those objects, tasks, and work items that are configured for synchronization are updated.
The synchronization engine either creates or updates work items in Team Foundation and defines a link that binds the task in Project to the work item in Team Foundation.
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Define the
Integration
Mapping
Status Synchronization
A team lead or team member either modifies a work item in Team Foundation that is linked to a task in an enterprise project or creates a work item and sets the Submit to Project Server value to Yes. The synchronization engine queries the changes that are made for mapped team projects and sends requests to the approval queue or queues in Project Web Access or Project Web App (PWA).
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Approval Synchronization
Each project manager reviews their approval queue and either approves or rejects each status update request. After updates are approved, the project manager must publish the project plan before the updates will appear in Project Server.
The event handler for approvals in Project Server transmits the approval decisions to the synchronization engine, which then updates the work items in Team Foundation Server based on the approval status.
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Important Note
• Each Layer of Tasks needs Approved by PM for Adding to PWA (Project Server)• Tasks Approved in Hierarchical Fashion (Top to Bottom)
• Current Scenarios:• Project Server on Prem to TFS on Prem• Project Professional Online to TFS (Visual Studio Online)• NO PPM Online to TFS (Visual Studio Online) (Until
Today)
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Objects in Synchronization Process• PWA Instance That Is Mapped to a Team
Project Collection
• Enterprise Project Plan That Is Mapped to a Team Project
• Work Item Types That Are Mapped for Synchronization
• Work Item Fields That Are Mapped to Project Server Fields
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Two Level of Configuration
Administrators • Perform several levels of mapping to configure
the objects that can participate in synchronization.
Project managers & users• Control which specific tasks and work items are
synchronized.
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Demonstration of Project & TFS Integrated
Integration Q&A
Rollup Reporting & Capturing Actuals
Integrated Reporting / Actuals
Hours / Demand & Capacity• Both Planning and Rollup Reporting for Management Dashboards coming from Project
PPM• Options for Leverage Agile, Scrum or Iterative Development within Project
Actuals from External System• Real-Time Reporting & updates from TFS to Project• Developers not working in too many portals
Integration Key Success Points• Synchronization between Systems• Proper Setup for Project / Task Rollup Management
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Demo: Actuals & Updates to Demand
Q&A about Actuals
Let’s Review
Key Learning Points• Learned The Value of TFS to Developers• Created Value Proposition for both
Developers & PM’s through TFS Connector• Showcased Ability to Connect TFS &
Project• Now All Including PWA in the Cloud• Addressing Pain Points by PM’s & Developers• Supporting Wide Methodologies (Agile, Waterfall, PMI, Prince2, etc.)• Simplistic Rollups to Project, Details down to TFS
• Manage Work in Best of Breed Portals (Including PPM Online)
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Helpful Links
Links:• Presentation PPT & Additional information: http://www.advisicon.com/projconf.htm• http
://channel9.msdn.com/blogs/visualstudio/enterprise-project-management-with-visual-studio-team-system-2010
• http://blogs.msdn.com/b/chrisfie/archive/2010/05/15/project-server-2010-and-team-foundation-server-2010-integration.aspx
This link you can actually download and test it: • http://www.microsoft.com/en-us/download/details.aspx?id=22267 • http://blogs.msdn.com/b/chrisfie/archive/2010/07/06/microsoft-project-server-and-team-
foundation-server-2010-ctp-virtual-machine.aspx
Demo of TFS & Agile:• http://www.slideshare.net/aaronbjork/scrum-with-tfs-2010
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