EPM Live Software Development (Agile) App User Guide

Transcription

1 EPM Live Software Development (Agile) App User Guide CKG

2 Table of Contents Getting Started with the Software Development App... 4 What is the Software Development App?... 4 What is the Software Development App?... 6 What are the stages in the Software Development Lifecycle?... 8 What features are included in the Software Development App?... 9 Planning the Product How do I add a software item to the Software Application list? How do I create a new project? How do I build a project team? How do I add a feature? How do I add a test case? Creating a Backlog What is a Backlog List? How do I add a Backlog item in the Software Dev App? Using the Project Agile Planner for Planning Iterations How do I launch the Project Agile Planner from the Project Center? How do I launch the Project Agile Planner from the Backlog List? How do I create an Iteration / Sprint in the Project Agile Planner? How do I enter the points capacity in the Project Agile Planner? How do I enter the hours capacity in the Project Agile Planner? How do I decompose a backlog item into tasks in the Agile Planner? How do I move a backlog item into an iteration? How do I assign a resource to a task, defect, or user story in the Project Agile Planner? How do I move an backlog item from one iteration to another iteration in the Project Agile Planner?63 How do I delete an iteration in the Project Agile Planner? How do I mark a task as a timesheet item in the Project Agile Planner? How do I save a view in the Project Agile Planner? How do I use the To Do (Remaining Work) column in the Project Agile Planner? How do I add a column to the view in the Project Agile Planner? How do I publish a schedule from the Project Agile Planner? How do I add a backlog item in the Agile Planner? How do I process updates in the Project Agile Planner?

3 How do I update the status of a backlog item in the Project Agile Planner? Managing Iterations / Sprints How do team members update backlog items in My Work (Optional)? What is a Development Review Meeting? How do I create a Burn Down / Burn Up Report? How do I create an SSRS Backlog Velocity Report? How do I use the Whiteboard List? How do I update Remaining Work (To Do) on items in the Backlog Edit View Form? How do I mark a backlog item as complete from the Backlog List? Glossary Agile Terms

4 Getting Started with the Software Development App What is the Software Development App? This lesson defines the Software Development App. Note: The use case for this app is that it can be used alone and is not built specifically for one methodology or another. View the Software Development App Features View the Software Development App features. The EPM Live Software Development App allows you to easily manage your software development projects using agile iterative planning to effectively keep track of backlog tasks, user stories, bugs, etc. You can build your own project iterations (Sprints), as well as assess which backlog items are ready for planning. Then, the EPM Live Agile Planner can be used to assign team members backlog tasks, user stories, and defects. Backlog item status can be easily assessed via the whiteboard-type view. Valuable reporting information can also 4

5 be analyzed, such as the number of backlog items or timesheet hours per feature. These reports can be used to quickly see where the most money is being spent, and which features have the greatest number of issues. The included test case app allows for organized storage of all test cases in a central location for quick reference when testing. The Software Development App will allow you to manage software development projects within the same system that is used to manage other projects. 5

6 What is the Software Development App? This lesson defines the Software Development App. View the Software Development App Features View the Software Development App features. The EPM Live Software Development App allows you to easily manage your software development projects using agile iterative planning to effectively keep track of backlog tasks, user stories, bugs, etc. You can build your own project iterations (Sprints), as well as assess which backlog items are ready for planning. Then, the EPM Live Agile Planner can be used to assign team members backlog tasks, user stories, and defects. Backlog item status can be easily assessed via the whiteboard-type view. Valuable reporting information can also be analyzed, such as the number of backlog items or timesheet hours per feature. These reports can be used to quickly see where the most money is being spent, and which features have the greatest number of issues. The included test case app allows for organized storage of all test cases in a central location for quick reference when testing. The Software Development App will allow you to 6

7 manage software development projects within the same system that is used to manage other projects. 7

8 What are the stages in the Software Development Lifecycle? This article covers viewing the Software Development Lifecycle stages. The roadmap below is broken down into five stages. These stages consist of specific topics that the Software Development EPM Live Course is built around. Use this roadmap as an outline to help you understand how the solution can be applied and to start working with the Software Development App available in EPM Live. View the Stages in the Software Development Lifecycle View the Software Development stages listed above. 8

9 What features are included in the Software Development App? This article covers the features included in the Software Development App. Note: The use case for this app is that it can be used alone and is not built specifically for one methodology or another. View the Software Development Features Page View the Software Development Features page. The EPM Live Software Development App allows you to easily manage your software development projects using agile iterative planning to effectively keep track of backlog tasks, user stories, and defects. You can build your own project iterations (Sprints), as well as assess which backlog items are ready for planning. Then, the EPM Live Agile Planner can be used to assign team members backlog tasks, user stories, and defects. Backlog item status can be easily assessed via the whiteboard-type view. The included features app can be utilized to help monitor your software projects at a more granular level. Valuable reporting information can also be analyzed, such as the number of backlog items or time sheet hours per feature. These reports can be used to quickly see where the most money is being spent, and which features have the greatest number of issues. The included test case app allows for organized storage 9

10 of all test cases in a central location for quick reference when testing. The Software Development App will allow you to manage software development projects within the same system that is used to manage other projects. View a Software Development Quick Launch Bar View the Software Development Navigation Menu. 10

11 View the Features List View the Features List. Features (also called Epics or Epic Stories) are usually considered to be high level requirements for the product that can span Iterations, and may be composed of several User Stores. Within EPM Live Features can be categorized as either a Feature, Epic, or Requirement. EPM Live is flexible enough so that Features can be entered at any time, and the use of Features is optional. View the Backlog List View the Backlog List. Backlog items in EPM Live consist of user stories or defects. These backlog items are the work items that will be completed during an iteration. During Iteration Planning, the backlog items can be decomposed into one or more tasks. EPM Live supports both Points and Work Hours for estimating the size and level of effort of each backlog item. 11

12 View the Test Cases List View the Test Cases List. EPM Live enables you to define Test Cases and to identify them for execution against specific user stories and iterations. You can track the results of performing the Test Cases on the specific iterations and for specific user stories. View the Project Agile Planner View the Project Agile Planner. The Project Agile Planner is used for Iteration Planning, that is, to move user stories and defects from the Backlog List into a specific iteration. It is in the Project Agile Planner that the user stories and defects can be decomposed into specific tasks which can be assigned to team members and estimated in terms points or of work (e.g. hours). Backlog items can be added and resources assigned inside the Project Agile Planner. The schedule facilitator can make quick updates, additions, and assign items during the daily meetings while in the Project Agile Planner. 12

13 View the Burn-down and Burn-up Charts View the Burn-down and Burn-up charts above. Teams typically using either a burn-down or burn-up chart to track their progress. These charts compare the planned work vs. the actual work (in either Hours or Points ) or each Sprint/Iteration, and for an entire Agile Project. Planning the Product How do I add a software item to the Software Application list? The Software list is used for managing the list of software applications or software development areas that your organization is managing using the EPM Live Software Development App. This article covers adding a software item to the Software list in EPM Live. Note: Depending on your environment and your site permissions your screen may look different. The current latest release version for this guide is EPM Live

14 1. Click the Software Link Click the Software link on the Navigation Menu. 2. Click the New Item Button Click the New Item button. 14

15 3. Enter Information Enter the desired information and complete all required fields noted by an asterisk. 4. Click the Save Button Click Save. 15

16 5. View the View Form View the View Form and when ready, click Close. 6. View the Software Item in the Software List View the software item in the Software list. 16

17 How do I create a new project? Each project is related to a specific piece of software in the Software Development App. A project can also be part of a portfolio. For example: If you had portfolios in your standard project management system (e.g. a portfolio to reduce costs) and now we start building this piece of software to reduce costs, this could be related but not required. This article covers adding a project in the Software Development App in EPM Live. 1. Click the Projects Link Click the Projects link under the Software Heading on the Navigation Menu. 17

18 2. Click the New Item Button Click the New Item button. 3. Enter Title Enter the title and additional desired information. 18

19 4. Complete Additional Fields Complete additional fields and click Save when ready. 19

20 5. Click the Close Button View the View Form and when ready, click Close. 6. View the New Project Added to the Project List View the new project added to the Project list. 20

21 How do I build a project team? After creating the project, the next step is to build the team. After resources are added to the project team, they will receive an indicating that they have been given access to this project. Building a team is possible from the Project Item View Form, the Project Item ellipsis menu, from the Project Planner, and from inside the Agile Planner. This article covers building a team for a project from the project item ellipsis menu. 1. Click Edit Team 1. From the Project Center, click the ellipsis menu (...) to the right of the project for which a team will be built. 2. Click Edit Team. 21

22 2. Click the Add Button 1. Check the boxes to the left of the resource names to be added to the project team. 2. Click the Add button. 22

23 3. Click the Close & Save Button 1. Under Permissions, click the Permission drop down menu and select a permission level from the list. 2. Click OK. 3. Click Save and Close. Note: Permissions are as follows: Owners: All Rights - Any name entered into the Agile Planner field must have Owner permissions in order to access the Agile Planner. Members: Contributing Rights Visitors: Read-Only Rights 23

24 How do I add a feature? Features (also called Epics or Epic Stories) are usually considered to be high level requirements for the product that can span releases and iterations, and may be composed of several user stores (something a user wants). New features may be deduced by reviewing user stories in the Backlog List or developed separately. Features (Epics) represent big user stories (a group of user stories and deliver a package of functionality) that are typically defined as too big to fit in an iteration. EPM Live is flexible enough so that features can be entered at any time, and the use of features is optional. One or more features can be associated to one or more user stories, releases, and iterations. This article covers adding a feature in the Software Development App in EPM Live. 1. Click the Features Link Click the Features link on the Navigation Menu. 24

25 2. Click the New Item Button Click the New Item button. 3. Enter Information 1. Enter the title and desired information. 2. Click the Save button. 25

26 4. View the New Feature View the newly added feature in the Features List. 26

27 How do I add a test case? The Software Development App in EPM Live makes it possible to track the results of performing test cases on the iterations and for specific user stories. The test cases can be categorized as a test for: acceptance, function, performance, regression, usability, or user interference. This article covers adding a test case in EPM Live. 1. Click the Test Cases Link Click the Test Cases link on the Navigation Menu. 2. Click the New Item Button Click the New Item button. 27

28 3. Enter the Title Enter the title and additional desired information. 28

29 4. Select the Test Type Click the Test Type drop down menu and select the appropriate test type. 5. Click the Save Button Click Save. 6. View the Added Test Case in the Test Cases List View the added Test Case in the Test Cases List. 29

30 Creating a Backlog What is a Backlog List? A Backlog List is an list (uncompleted work) of everything that might be needed in the product and is the source of requirements for any change to be made to the product. The Backlog List is used to capture requests for modifying a product. This can include adding new features, replacing old features, removing features and fixing issues. As people start using the product they may find bugs or want to add a user story about something they want to improve or change. The Backlog List contains a list of product backlog items. Commonly, backlog items are entered in the form of defects (bugs or problems), user stories (enhancements or new functionality), or tasks (work to be done). This article covers adding a backlog item to the Backlog List. 1. Click the Backlog Link 30

31 Click the Backlog link on the Navigation Menu. 2. Click New Item Click New Item. 3. Enter Information and Select the Category 1. Enter the title and desired information. 2. Select the category. 31

32 4. Click the Save Button Click Save. Note: Depending on who is entering the backlog item, points or hours may or may not be added here. 5. View the Backlog Item View the newly added backlog item in the Backlog List. 32

33 How do I add a Backlog item in the Software Dev App? A Backlog List is an list (uncompleted work) of everything that might be needed in the product and is the source of requirements for any change to be made to the product. The Backlog List is used to capture requests for modifying a product. The Backlog List contains a list of product backlog items. Commonly, backlog items are entered in the form of defects (bugs or problems), user stories (enhancements or new functionality), or tasks (work to be done). This article covers adding a backlog item to the Backlog List. 1. Click the Backlog Link Click the Backlog link on the Navigation Menu. 33

34 2. Click New Item Click New Item. 3. Enter Information and Select the Category 1. Enter the title and desired information. 2. Select the category. 34

35 4. Click the Save Button Click Save. Note: Depending on who is entering the backlog item, points or hours may or may not be added here. 5. View the Backlog Item View the newly added backlog item in the Backlog List. 35

36 Using the Project Agile Planner for Planning Iterations How do I launch the Project Agile Planner from the Project Center? The Project Agile Planner is used to manage your projects using agile methodology. The Agile Planner is used during iteration planning to move user stories and defects from the Backlog List into specific iterations. It is in the Agile Planner that the user stories and defects are decomposed into specific tasks which can be assigned to specific team members and estimated in terms of work (e.g. hours) or points. The Project Agile Planner can be launched from the Project Center and the Backlog List. The difference is the Project Center has multiple planners associated to it - the Project Planner, the Project Agile Planner, and Microsoft Project. This article covers launching the Project Agile Planner from the Project Center. 1. Click the Edit Plan Button 1. Check the box to the left of the project name. 2. Click the Edit Plan button. 36

37 2. Click the Project Agile Planner Box Click the Project Agile Planner box. Note: Check the "Use as default planner" check box first to have the Project Agile Planner launch as the default planner. 3. View the Project Agile Planner View the Project Agile Planner. 37

38 How do I launch the Project Agile Planner from the Backlog List? The Agile Planner is used during iteration planning to move user stories and defects from the Backlog List into specific iterations. It is in the Agile Planner that the user stories and defects are decomposed into specific tasks which can be assigned to specific team members and estimated in terms of work (e.g. hours) or points. The Project Agile Planner can be launched from the Project Center and the Backlog List. The difference is the Backlog List has only one planner associated to it - the Project Agile Planner. This article covers launching the Project Agile Planner from the Backlog List. 1. Click the Backlog Link Click the Backlog link on the Navigation Menu. 38

39 2. Click the Edit Plan Button 1. Select the backlog item. 2. Click the Edit Plan button. 39

40 3. View the Project Agile Planner View the Project Agile Planner. 40

41 How do I create an Iteration / Sprint in the Project Agile Planner? An iteration is a time period (usually 2 to 4 weeks) in which team members develop and deliver a set of functionalities (user stories). This lesson covers creating an iteration in the Project Agile Planner and entering the start and finish dates. 1. Launch the Project Agile Planner 1. Starting in the Projects List, check the box to the left of the project name. 2. Click the Edit Plan button. 41

42 2. Click the Project Agile Planner Box Click the Project Agile Planner box. 3. Click the Iteration Button Click the Iteration button under the Tasks tab. 42

43 4. Click in the New Iteration Box Click in the New Iteration box. 5. Enter a Title Enter a new title for the iteration and then tap your Enter key. View the entered iteration. 43

44 6. Drag Iteration Below Iteration 1 Drag the second iteration to below the first iteration. Drop when you see the down pointing green arrow. 7. Enter a Start Date 1. Click the Start drop down menu. 2. Select a start date for the iteration. 44

45 8. View the Iteration Start Date View the iteration start date. 9. Enter a Finish Date 1. Click the Finish drop down menu. 2. Select a finish date for the iteration. Note: An iteration is usually a 2 to 4 week period. 10. View the Finish Date View the finish date. 45

46 11. Enter the Points Capacity Enter the Points capacity in the grid to the right. Tap your Enter Key. 12. View the Available Points View the Available Points. 46

47 How do I enter the points capacity in the Project Agile Planner? The Software Development App in EPM Live allows you to estimate and manage agile projects using either points or hours. Points are the commonly used method in SCRUM to estimate the amount of work and size of iterations. However, EPM Live supports both - it is possible to use hours to estimate work rather than points if you prefer. Points is a relative measure that can be used for agile estimation of size. The team decides how big a point is, and based on that size, determines how many points each work item is. The concepts to understand agile estimation include estimation of velocity (the amount of points this project team can deliver within an iteration), estimation of size (a high-level estimate for the work item measured using points) and estimation of effort (translates the size to be measured in hours). The estimation of effort indicates how long it will take the team member(s) to complete the assigned work item(s). The Points Capacity Column is used to enter points (velocity number) at the iteration level only. The Work Capacity column is used to enter hours at the iteration level only. This lesson covers entering points in the Points Capacity column within the Points Planning view. 1. Launch the Project Agile Planner 1. Starting in the Projects List, check the box to the left of the project name. 2. Click the Edit Plan button. 47

48 2. Click the Project Agile Planner Box Click the Project Agile Planner box. 3. Select the Points Planning View from the Current View Box 1. Click the Views tab. 2. Select the Points Planning view from the Current View menu box. 48

49 4. Enter the Desired Number in the Points Capacity Column Enter the desired number (velocity) in the Points Capacity column. Note: the Available Points column is automatically populated with the number entered into the Points Capacity. This will update as estimated points are assigned to backlog items. 49

50 How do I enter the hours capacity in the Project Agile Planner? The concepts to understand agile estimation include estimation of velocity (the amount of points this project team can deliver within an iteration), estimation of size (a high-level estimate for the work item measured using points) and estimation of effort (translates the size to be measured in hours). The estimation of effort indicates how long it will take the team member(s) to complete the assigned work item(s). The Work Capacity column is used to enter hours at the iteration level only. The Software Development App in EPM Live allows you to estimate and manage agile projects using either points or hours. Points are most commonly used, however, EPM Live supports both. It is possible to use hours to estimate work rather than points if you prefer.this article covers entering hours in the Work Capacity column within the Work Planning view. 1. Launch the Project Agile Planner 1. Starting in the Projects List, check the box to the left of the project name. 2. Click the Edit Plan button. 50

51 2. Click the Project Agile Planner Box Click the Project Agile Planner box. 3. Select the Work Planning View from the Current View Box 1. Click the Views tab. 2. Select the Work Planning view from the Current View menu box. 4. Enter the Desired Hours in the Work Capacity Column Enter the desired number of hours in the Work Capacity column. 51

52 Note: the Available Work column will update as estimated work hours are entered into the Estimated Work column. This will update as estimated points are assigned to backlog items. The To Do column will reflect the Estimated Work hours until they are marked complete or manually updated. It should be noted the To Do column will not reflect the estimated points once the To Do column has been manually adjusted. 5. View the Work Capacity and Available Work Columns View the Work Capacity and Available Work columns. 52

53 How do I decompose a backlog item into tasks in the Agile Planner? Backlog items in EPM Live consist of user stories, defects, or tasks. These Backlog items are the work items that will be completed during an iteration (Sprint). During iteration planning, the Backlog items are usually decomposed into one or more tasks. This lesson covers decomposing a backlog item into two tasks inside the Project Agile Planner. 1. Click the Backlog Link Click the Backlog link on the Navigation Menu. 2. Expand the Project Name 53

54 Click the plus sign to the left of the project name to expand the list. 3. Click the Edit Plan Button 1. Select the Backlog item 2. Click the Edit Plan button. 4. Drag the Backlog Item into an Iteration Drag the backlog item up and drop it under the iteration. 54

55 5. View the Backlog Item View the backlog item. 6. Select the Backlog Item Select the backlog item to be decomposed. 7. Click the Task Button 1. Click the Task button under the Tasks tab. 2. Enter the title of the task. 55

56 8. Click the Task Button 1. Click the Task button under the Tasks tab. 2. Enter the title of the task. 9. Click the Indent Arrow Button 1. Select the added task. 2. Click the Indent arrow button. 56

57 10. Click the Indent Arrow Button 1. Select the added task. 2. Click the Indent arrow button. 11. Select the Task Option 1. Click the Category drop down menu. 57

58 2. Select the Task option for the added tasks. 12. Enter Estimated Points Click in the Estimated Points column and enter the number of estimated points. 13. View the Available Points Tap your Enter key and view the adjusted Available Points. 58

59 How do I move a backlog item into an iteration? Iterations are your time frames. After you create an iteration, then start moving items from the backlog into the iterations. A backlog item is a container for defects, user stories, and tasks. Backlog items are moved into a specific iteration within the Project Agile Planner. This article covers moving a backlog item inside the Project Agile Planner into a specific iteration. 1. Drag the Backlog Item up to the Top Grid 1. Select the backlog item in the bottom grid. 2. Drag the backlog item up into the top gird until a blue arrow appears to the left of the iteration name. Release your mouse. 2. View the Backlog Item Below the Iteration View the backlog item listed below the iteration. 59

60 60

61 How do I assign a resource to a task, defect, or user story in the Project Agile Planner? Backlog items can be categorized as a task, user story, or defect in the Project Agile Planner. This lesson covers assigning a resource to a defect in the Project Agile Planner. 1. Select the Resource Name 1. Click the Assigned To drop down menu. 2. Check the box to the right of the resource name. 3. Click OK. 61

62 2. View the Assigned Resource View the assigned resource above. 3. Click the Save and Publish Buttons 1. Click Save. 2. Click Publish. 62

63 How do I move an backlog item from one iteration to another iteration in the Project Agile Planner? Iterations (sprints) are fixed-length intervals of time, typically a couple of weeks or a month. Backlog items (defects, users stories, and tasks) can be scheduled into "iterations". Most often, you will want to drag backlog items from one iteration to another.you can also add and delete iterations. Iterations do not enforce any rules. For example, you can assign a task to an iteration but not close or complete it during that iteration. At the end of an iteration, you should find all work items that remain active in that iteration and take appropriate action (move them to a different iteration or return them to the backlog). This article covers moving a backlog item from one iteration to the next iteration. 1. Drag the Selected Backlog Item to Iteration 2 1. Select the backlog item. 2. Drag it to the next iteration until you see a blue arrow. Release your mouse. 2. View the Change 63

64 View the backlog item below Iteration 2. 64

65 How do I delete an iteration in the Project Agile Planner? Iterations (sprints) are fixed-length intervals of time, typically a couple of weeks or a month. Backlog items (defects, users stories, and tasks) can be scheduled into "iterations". Most often, you will want to drag backlog items from one iteration to another.you can also add and delete iterations. This lesson covers deleting an iteration. 1. Select the Iteration to be Deleted 1. Select the iteration to be deleted. 2. Click the Delete button. 2. Click the OK Button Click OK. Note: Any associated child tasks, user stories, or defects will be deleted upon deleting the iteration. 65

66 3. Confirm the Iteration Has Been Deleted Confirm the iteration has been deleted. Notice the child tasks have been deleted as well. 4. Click the Save Button Click Save. 66

67 How do I mark a task as a timesheet item in the Project Agile Planner? Running a software development business requires planning. Iterations (Sprints) are planned and once time on these has been tracked,it is easy to pull up historical data for planning out future iterations (Sprints) and projects. A business practicing agile development is accountable to its developers, managers, owners, and shareholders. Managers will want to know how much time certain features required so they can report back to the owners and shareholders. Or, if a feature needs to be added to your product, historical time tracking data will give you a good idea how long the development will take. This lesson covers marking a task as a timesheet item and saving a view. Note: The lesson assumes the EPM Live's Timesheet App has been installed to your site. If using IE, it is recommended to add the EPM Live App Marketplace url to your trusted sites (internet options). 1. Click the Edit Plan Button 1. Select the backlog item in the Backlog List. 2. Click the Edit Plan button. 67

68 2. Click the Work Planning View 1. Click the Views tab. 2. From the Current View menu options, click the Work Planning view. Note: The Work Planning view is used for tracking time using timesheets. 3. Click the Select Columns Button Click the Select Column button. Note: By default, the Timesheet Column is not visible in the Project Agile Planner. You must add this to the view and then save the view. 68

69 4. Check the Timesheet Box 1. Check the box to the right of Timesheet. 2. Click OK. 5. Check the Timesheet Boxes Check the boxes in the Timesheet column. 69

70 6. Click the Save View Button Click the Save View button. 7. Enter the Name of the View 1. Enter the name of the view. 2. Click OK. 8. View the Title Displayed in the Current View Box View the new title displayed in the Current View box. 70

71 9. Click the Save Button Click Save. 10. Click the Publish Button Click Publish. 71

72 How do I save a view in the Project Agile Planner? You may wish to add a column to the view in the Project Agile Planner. Once the column has been added, if you save the view, you can quickly access the view for future use. This article covers adding the Timesheet column to the Work Planning view in the Project Agile Planner and saving the view. Note: The article assumes the EPM Live's Timesheet App has been installed to your site. If using IE, it is recommended to add the EPM Live App Marketplace url to your trusted sites (internet options). 1. Click the Edit Plan Button 1. Select the backlog item in the Backlog List. 2. Click the Edit Plan button. 2. Click the Work Planning View 1. Click the Views tab. 2. From the Current View menu options, click the Work Planning view. Note: The Work Planning view is used for tracking time using timesheets. 72

73 3. Click the Select Columns Button Click the Select Column button. Note: By default, the Timesheet Column is not visible in the Project Agile Planner. You must add this to the view and then save the view. 73

74 4. Check the Timesheet Box 1. Check the box to the right of Timesheet. 2. Click OK. 5. View the Timesheet Column View the Timesheet column. Check the boxes to the right of items that are timesheet items. 74

75 6. Click the Save View Button Click the Save View button. 7. Enter the Name of the View 1. Enter the name of the view. 2. Click OK. 8. View the Title Displayed in the Current View Box View the new title displayed in the Current View box. 75

76 9. Click the Save Button Click Save. 10. Click the Publish Button Click Publish. 76

77 How do I use the To Do (Remaining Work) column in the Project Agile Planner? The To Do column (a.k.a. Remaining Work) is used for work hours in the Work Planning View. In the Point Planning view the To Do column is not used, as a task is either marked as completed or not completed. If the task is not completed, then it is moved not the next iteration. Thus, points are not broken down in the To Do column. It is possible to work in both the Points Planning view and the Work Planning view, but it is not recommended (double effort). EPM Live provides the flexibility to allow one schedule facilitator to create an agile schedule using the Points Planning view and another schedule facilitator to create an agile schedule using the Work Planning view. Both still apply agile methodology; it is just how you prefer to measure effort. Software teams estimate their work as a part of planning. Teams track the original estimates, the amount of work completed, and the amount of work remaining. The estimates give the team a good starting point, the amount of completed work shows the progress and remaining work helps the team understand how far they are from completion. To add remaining hours, use the To Do column in the Work Planning view in the Project Agile Planner. This lesson covers using the To Do column to enter remaining work estimates. 1. Click the Work Planning View 1. Click the Views tab. 2. Click the Work Planning view option below the Current View drop down menu. 2. View the Work Capacity Column View the Work Capacity column. The velocity has been entered at the Iteration level. Velocity is the "size" (in either points or hours) the the agile project team can accomplish in an iteration. Here in 77

78 the Work Planning view, work hours are being used. Once the Work Capacity is determined, the team determines how many Product Backlog items they can complete in that time. 3. Enter the Estimated Work in the Estimated Work Column 1. Enter the estimated work hours for each backlog item in the Estimated Work column. 2. Notice the Available Work column and the To Do column will update as each item is added. The To Do column will reflect the estimated hours until a manual change has been entered into the To Do column. Once the design is understood, the team decomposes the Product Backlog items into Estimated Work (hours). The team starts with the first item on the Product Backlog (the highest priority item) and works together to break it down into individual tasks. The team adds Product Backlog items to each iteration. If the work has not been completed or more hours are needed, then the backlog item is moved into the next iteration. 4. View the Available Work Column View the Available Work column. Note there are zero work hours available for Iteration Enter Hours in the To Do Column 1. Enter the extra needed time on the To Do Column (e.g. 5 more than the estimated amount) and tap your Enter key. 2. Notice the total To Do column number is greater than the Estimated Work Column. This would indicate the schedule facilitator would need to move a task into the next iteration. 78

79 6. Drag a Backlog Item into the Next Iteration Click the box to the left of the item name and drag it down into Iteration 2. View the Estimated Work, Available Work, and To Do columns. 7. Click the Save Button When ready, click Save. 8. Click the Publish Button Click Publish. Note: Upon publishing, the assigned resource(s) will receive an that contains a link to the View Form of the item(s) assigned. It is here they can view detailed information pertaining to the assignment. 79

80 9. Click the Close Button 1. Wait while the processing completes. 2. Click Close. 80

81 How do I add a column to the view in the Project Agile Planner? It is possible to add a column to the a view within the Project Agile Planner, drag the column to a desired location, and then save the view. This article covers adding the Work Breakdown Structure (WBS) column to Work Planning View in the Project Agile Planner. 1. Click the Edit Plan Button 1. Check the box to the left of the project name. 2. Click the Edit Plan button. 2. Click the Select Columns Button Click the Select Columns button located under the Views tab. 81

82 3. Check the WBS Box 1. Check the box to the right of WBS. 2. Click OK. 82

83 4. View the Added WBS Column View the added WBS column. 5. Reposition the WBS Column Drag the WBS column heading to the desired location. The blue pointing arrows indicate that you are moving the column. Once you release the mouse, the column will be displayed. 83

84 6. View the Position of the WBS Column View the position of the WBS column. 7. Click the Save View Button To be able to quickly reference this view in the future, it is recommended that you save the view. Click the Save View button. 8. Enter the Name of the View 1. Enter the name of the view. 2. Un-check the default box if you do not care to have this as your default view. 3. Click OK. 84

85 9. View the WBS View Displayed in the Current View Box View the WBS View displayed in the Current View box 85

86 How do I publish a schedule from the Project Agile Planner? Once a schedule has been created and saved in the Project Agile Planner, it is possible to publish the schedule. Team members will automatically be notified via s and via the General Notifications button of the work items assigned. The assignments will appear in places like the My Work List, the Backlog List, and more. This article covers publishing a schedule from the Project Agile Planner. 1. Click the Save Button The Publishing button will be grayed out until the schedule is saved. Click Save. 2. Click the Publish Button Click Publish. Note: The Save, Publish, and Close buttons are available on all three tabs. 3. Click the Close Button Click Close. 86

87 4. Click the Home Link Click the Home link on the Navigation Menu and view the work items assigned in the My Work web part. 87

88 5. Click the Backlog Link Click the Backlog link on the Navigation Menu. 88

89 6. View the Backlog Items View the Backlog items. 7. Click the General Notifications Button Click the General Notifications button. 89

90 8. View the General Notifications List View the list of items assigned and if you are responsible for approving certain items then notifications on updates waiting for your approval will be reflected in this list. 90

91 How do I add a backlog item in the Agile Planner? Backlog items can be added in Backlog List or in the Project Agile Planner. The difference is a team member may add them in the Backlog List as they would not have access to the Project Agile Planner and the scrum master might prefer to add them quickly in the Project Agile Planner. Backlog items can be added in the top or bottom grid in the Project Agile Planner. This article covers adding a backlog item in bottom grid while in the Project Agile Planner. 1. View the Task Buttons View the Task buttons. 91

92 2. Click the Task Button in the Bottom Grid 1. Click the Task button in the bottom grid. 2. Enter the task name and tap your Enter key. 3. View the Added Backlog Item View the added backlog item. 92

93 4. Click the Save Button Click Save. 93

94 How do I process updates in the Project Agile Planner? After team members update the backlog items assigned to them in either the Backlog View Form or in the My Work web part the updates can be processed in the Project Agile Planner. This article covers using the Process Updates feature in the Project Agile Planner. 1. Click the Edit Plan Button 1. Check the box to the left of the project name. 2. Click the Edit Plan button. 94

95 2. Click the Project Agile Planner Box Click the Project Agile Planner box. 3. Click the Process Updates Link Click the Process Updates link. 95

96 4. Double Click the Item Name to View the Details Double click the name of the item to view the details. 96

97 5. View the Details 1. View the details. Any changes will be highlighted in yellow. 2. Click the X in the upper right corner to close the details window. 97

98 6. Check the Accept / Reject Updates Box 1. Check the box below the green check-mark to accept the update. Check the box below the red X to reject the update. 2. Click the Process button. 98

99 7. Click the Save Button Click Save. Once you have saved the updates, the Updates prompt will disappear. 8. Click the Publish Button Click Publish when ready to publish your changes. 9. Click the Close Button Click Close when ready to exit the Project Agile Planner. 99

100 How do I update the status of a backlog item in the Project Agile Planner? Updates to a backlog item can be made in the Backlog Edit View Form, in My Work, from the Whiteboard List, or in the Project Agile Planner. To make updates in the Project Agile Planner, the user must have permissions to the open the Project Agile Planner. The Scrum Master can quickly update the status of backlog items while inside the Project Agile Planner, while a team member can update a backlog item from the Backlog Edit Form View or in My Work. This article covers updating the status of a backlog item in the Project Agile Planner. 1. Click the Edit Plan Button 1. Check the box to the left of the project name. 2. Click the Edit Plan button. 100

101 2. Click the Project Agile Planner Box Click the Project Agile Planner box. 3. Click the Desired Status 1. Click the Status drop down menu. 2. Click the desired status from the listed options. 101

102 4. View the Updated Status View the updated status. 5. Click the Save Button Click Save. When ready, publish the update. Managing Iterations / Sprints How do team members update backlog items in My Work (Optional)? The status on backlog items (tasks, user stories, defects) can be updated in the Project Agile Planner, in the Backlog List, in the Whiteboard, or in My Work. This article covers updating the status of a backlog item in the My Work web part using the Edit Item button. 102

103 1. Click the Edit Item Button 1. Select the backlog item in the My Work web part. 2. Click the Edit Item button on the Manage tab. 103

104 2. Select the Status 1. Click the Status drop down men. 2. Select the desired Status. 3. Click the Save Button Click Save. Note: Once a backlog item has been marked as complete it is removed from the list of assigned items in My Work. To view the list of completed items, use the Show Completed Items button under the Views tab on the ribbon. 104

105 What is a Development Review Meeting? Development Review Meetings are held to check the health of the product process. These meetings include: The Sprint Planning Meeting,, the Sprint Review Meeting, and the Sprint Retrospective Meeting. 1. The Sprint Planning Meeting involves refining and decomposing the product backlog items (tasks, user stories, defects) and moving them items into specific iterations. 2. The Sprint Review Meeting (a.k.a. the Demo Meeting or ShowCase meeting) is done typically on the last day of the Sprint. The team "shows" (presents) how the software works to the Product Owner. 3. The Sprint Retrospective Meeting is done at the end of a Sprint and focuses on how to improve, that is what should the team start doing, stop doing, and continue doing. This article defines the purpose of the Daily Scrum Meeting. Understand the Purpose of the Daily Scrum Meeting The team holds a Development Review Meeting Scrum Meeting (a.k.a. Stand up Meeting). Meetings are typically held at the same time each day and are time-boxed to 15 minutes. This keeps the discussion brief. The questions answered by each team member are: What was done since last meeting? What obstacles were encountered? What will be done by the next meeting? The purpose of this meeting is to focus on what each person accomplished yesterday and will accomplish today. Here the team gains an understanding of what work has been done and what work remains. The daily meeting is not a status update meeting, it is a meeting in which team members make commitments to each other. 105

106 How do I create a Burn Down / Burn Up Report? The team is self-managing, and in order to do this successfully, it must know how it is doing. Every day, the team members update their estimate of the amount of time remaining to complete their current task. Following this update, someone adds up the hours remaining for the team as a whole, and plots it on the Burn-down chart. This graph shows, each day, a new estimate of how much work (measured in person hours or points) remains until the team s tasks are finished. Ideally, this is a downward sloping graph in with the goal being to reach zero effort remaining by the last day of the Sprint. This chart shows the team their progress towards their goal, in terms of how much work remains. This article covers creating a Burn-down chart and a Burn-Up chart in EPM Live. 1. Click the Reports Link 106

107 Click the Reports Link on the Navigation Menu. Note: Depending on your site configuration, this link may appear in the Software Dev community list of links. 2. Click the Classic Reporting Option Click the Classic Reporting option. 3. Click to Plus (+) Sign to the Left of the Excel Reports Click to plus (+) sign to the left of Excel Reports to expand the list of reports. 107

108 4. Click the All Documents Link Click the All Documents link. 5. Click the Backlog Burn Charts Link Click the Backlog Burn Charts link. 108

109 6. View the Burn-down Chart View the Burn-down chart. 7. Click the Burn-up Tab Click the Burn-up tab. 109

110 8. View the Burn-up Chart View the Burn-up chart. 110

111 How do I create an SSRS Backlog Velocity Report? Velocity is how much product backlog effort a team can handle in one sprint. This can be estimated by viewing previous sprints, assuming the team composition and sprint duration are kept constant. It can also be established on a sprint-by-sprint basis, using commitment-based planning. This article covers creating an SSRS Backlog Velocity Report in EPM Live. 1. Click the Reports Link Click the Reports Link on the Navigation Menu. Note: Depending on the configuration of your site, the Reports link may appear in the Software Dev Community List of links. 111

112 2. Click the Classic Reporting Option Click the Classic Reporting option. 3. Click to Plus (+) Sign to the Left of the Reporting Services Reports Click to plus (+) sign to the left of the Reporting Services Reports 112

113 4. Click to Plus (+) Sign to the Software Folder Click to plus (+) sign to the Software folder. 5. Click the Backlog Velocity Link Click the Backlog Velocity link. 113

114 6. Enter the Parameters 1. Enter the parameters. 2. Click Apply. 114

115 7. View the Backlog Velocity Chart View the Backlog Velocity Chart. The colors are based off the status: Green equals Completed Blue equals In Progress White equals Not Started Read equals waiting on someone else 115

116 How do I use the Whiteboard List? Backlog item status can be easily accessed via the Whiteboard List view. This is where see what has not started, what is in progress, and what is complete. Filters can be applied to display just the active projects or perhaps only one particular project. Backlog item status can be easily accessed via the whiteboard view. Valuable reporting information can also be analyzed, such as the number of backlog items per feature. These reports can be used to quickly see where the most money is being spent, and which features have the greatest number of issues.the Whiteboard Page in EPM Live is like a big visible chart with imaginary index cards. Within the visible chart you can move the index cards into another status column. An added value is that the visible charts can be accessed by the team and others. This article covers using the Whiteboard within EPM Live. 1. Click the Whiteboard Link Click the Whiteboard link on the Navigation Menu. 116

117 2. View the Whiteboard View the Whiteboard. Note the Not Started, In Progress, and Completed columns. 3. Click the Edit Item Button 1. Select the Backlog Item in the Whiteboard List. 2. Click the Edit Item button. 117

118 4. Update the Status 1. Click the Status drop down menu. 2. Click the appropriate status. 5. Click the Save Button Click Save. 6. Refresh the Screen 1. Click the F5 key to refresh the screen. 2. View the backlog item in the In Progress column (updated status). 118

119 How do I update Remaining Work (To Do) on items in the Backlog Edit View Form? Software teams estimate their work as a part of planning. Teams track the original estimates, the amount of work completed, and the amount of work remaining. The estimates give the team a good starting point, the amount of completed work shows the progress, and remaining work helps the team understand how far they are from completion. Tracking original estimates helps the team over time improve their ability to estimate. Once an estimate is created, the team turns its attention to remaining work (how much work remains). The To Do field is used to enter remaining work. This lesson covers using the Backlog Edit View Form to enter remaining work estimates in the To Do field. 1. Click the Edit Item Button 1. Select the backlog item in the Backlog List. 2. Click the Edit Item button. 119

120 2. Enter the Estimated Remaining Work in the To Do Field Enter the Estimated Remaining Work hours in the To Do Field. The To Do field represents the remaining work to be done in hours. 3. Click the Save Button Click Save. 120

121 How do I mark a backlog item as complete from the Backlog List? Backlog items can be marked as complete in the My Work web part, the Project Agile Planner, in the Whiteboard List, and in the Backlog List Edit View Form. This article covers marking a backlog item as complete in the Edit View Form. 1. Click the Backlog Link Click the Backlog link on the Navigation Menu. 121

122 2. Click the Plus (+) Sign to the left of the Project Name Click the plus (+) sign to the left of the project name. 3. Click the Edit Item Button 1. Select the backlog item. 2. Click the Edit Item button. 122

123 4. Update the Status to Complete 1. Click the Status drop down menu. 2. Click the Complete option. 5. Click the Save Button Click Save. Glossary Agile Terms This article defines many of the terms referred to in the Software Development App Guide. Agile Agile is a general philosophy which describes a set of principles for building software through iterative development. SCRUM is a specific set of practices to follow when practicing Agile software development. Agile is commonly regarded as an umbrella term and Scrum falls under that umbrella. The Agile Development Method is an approach that considers learning, improving, and changing during the process of the product development. Agile philosophy emphasizes building software that people can get hands on quickly. Agile development focuses on rapid iteration, with continuous customer input along the way. Scrum Scrum is an iterative, incremental framework for product/project development. It structures development in cycles of work called Sprints. These iterations take place one after the other without pause. The Sprints are time boxed they end on a specific date whether the work has been completed or not, and are never extended. The team commits to complete the items by the end of the Sprint. During the Sprint, the chosen items do not change. 123