manage agile projects with microsoft project and save time using macros in microsoft project b sai...

MPUG India Chennai: Manage Agile Projects & Save Time Using Macros

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MANAGE AGILE PROJECTS WITH MICROSOFT PROJECT

AND SAVE TIME USING MACROS IN MICROSOFT PROJECT

B Sai Prasad, PMP®, PMI-SP®


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Learning Objectives• At the end of this session, you will be able to do the

following tasks.1. Manage Agile Projects using Microsoft Project

• Use summary tasks to define Springs with fixed dates and duration • Create Backlog of stories and move Stories to Sprints • Alias / customize Project fields to define story points, velocity • Record detailed user stories for each Story • Identify who does what and resource overallocations • Analyze and compare the planned velocity with the current velocity

2. Macros in Microsoft Project• Record and run a simple macro • Enable or disable macros • Describe Project Object Model objects, properties, methods and events • Use objects, properties, methods of objects in macros


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TOPIC 1 - MANAGE AGILE PROJECTS USING MICROSOFT PROJECT


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Agile / Scrum / XP / Lean Subway Maphttp://guide.agilealliance.org


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Agile Concepts

• Iterative Development Process• A series of “Sprints”• Scope included in the Sprint is fluid• Story Points• Story Cards used for describing capabilities• Groomed backlog• Velocity and Burn down Charts


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g

http://www.applitude.se/

http://www.applitude.se/


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Map Agile Concepts to Microsoft Project

Agile Concepts Microsoft Project

Sprints Summary Tasks

Stories in Sprints Detail Tasks

Story Cards Task Notes

Story Points Custom Field

Backlog Summary Tasks, Task id to rank

Velocity Custom Field with formula

Planned Velocity Custom Field with formula


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DEMO


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Sprints, Backlog and Stories

• Sprints and Backlog• Insert Summary for the Backlog and each Sprint• Set the Task Mode to Manually Scheduled• Schedule it to start on particular date• Enter the duration of each Sprint

• Stories• Insert detail tasks in Backlog• Set the Task Mode to Auto Scheduled• Use the task id to prioritize the tasks


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Sprint Number, Story Points, Story Cards

• Sprint Number• Alias the Number 1 field.• Type the likely Sprint where the story should be

• Story Points• Alias the Duration field to Story Points• Change the label to Duration using File > Options

• Story Cards• Use the Task Notes to record the details• Split the Gantt Chart and display the Task Form with

Notes variant


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Velocity, Points Indicator

• Velocity• Insert a “Number 2” column and customize the field• Write the formula = [Duration]/480 (convert it to days!!)• Rollup sum to its summary task (Sprint)

• Points Indicator• Insert a “Text 1” column and customize the field• Write the formula =

iif([Duration]/480=1, "No Story Points", iif([Duration]/480<=8, "Low", iif([Duration]/480>=18,"High", "Mid")))• Use the graphical indicator to display image


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More …

• Validate the Spring schedule• When tasks are moved into Sprint, you may be alerted

• Who does what?• If resource is over allocated, red color stick man

appears


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TOPIC 2 - SAVE TIME USING MACROS IN MICROSOFT PROJECT


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Macro

• If you perform a task repeatedly in Microsoft Office Project, you can automate the task with a macro.

• A macro is a series of commands and functions that are stored in a module and can be run whenever you need to perform the task.


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Developer tab

• For convenience make the Developer tab visible• Choose File > Options > Customize Ribbon


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Record a macro

• In Developer tab, click Record Macro• Type the name of the macro without spaces• Select the store location and row/column references


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Macro Security

• You can change the macro security settings to control which macros run and under what circumstances when you open a workbook.


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Microsoft Visual Basic for Applications (VBA) object model in Microsoft Project

• Application object is the top of the hierarchy.

• Application object methods represent the common command functionality of the user interface.

• Each Project object contains summary information, tasks, and resources.

• The Project object represents an individual project or a collection of projects


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DEMO


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References

• Customize fields: http://office.microsoft.com/en-in/project-help/create-a-custom-field-HA010275136.aspx

• Project 2010 Object Model: http://msdn.microsoft.com/en-us/library/ff870703(v=office.14).aspx

• Outlook 2010 Object Model http://msdn.microsoft.com/en-us/library/office/ff870566(v=office.14).aspx

http://office.microsoft.com/en-in/project-help/create-a-custom-field-HA010275136.aspx

http://office.microsoft.com/en-in/project-help/create-a-custom-field-HA010275136.aspx

http://msdn.microsoft.com/en-us/library/ff870703(v=office.14).aspx

http://msdn.microsoft.com/en-us/library/ff870703(v=office.14).aspx

http://msdn.microsoft.com/en-us/library/office/ff870566(v=office.14).aspx

http://msdn.microsoft.com/en-us/library/office/ff870566(v=office.14).aspx

manage agile projects with microsoft project and save time using macros in microsoft project b sai...

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