
In Agile projects, work is performed in short spurts called iterations or sprints. The idea behind an Agile approach is to deliver value earlier in frequent small chunks and to be able to accommodate changes more easily. Agile is great when an organization wants to obtain benefits sooner or business needs change frequently. You can work on what you know about the business' needs now. If those needs change, no problem. Changes are expected. You simply handle them in the next iteration. Although Agile is often used in IT projects, you can also use it on non-IT projects. Agile Project Management is simply the process you use to manage and implement Agile projects.
Before we get started, there are a couple of things you need to know about this course. First, it focuses on managing Agile Projects using Microsoft Project. You should already be familiar with Microsoft Project basics, like the ribbon, using Views, creating tasks, and assigning resources. Next, because there are quite a few Agile methodologies, this course uses Scrum as an example. I don't go into an in depth explanation of Scrum here.
This course covers how to use Microsoft Project to manage your project that follows the Scrum approach. If you're interested in learning more about Agile Project Management, you can find courses on that subject in the lynda.com online training library. The last thing about this course is it doesn't cover tracking backlog features from their initial suggestion through developing feature cards and estimating feature points. Instead, it picks up when features are ready to be assigned to sprints.
You'll find these files in the Exercise Files folder, which I've placed on the desktop, but you can store it wherever you like. These files reside in subfolders, named according to the chapters.
When you're managing an Agile Project, setting a few project options can make your work easier. In this section we are going to review how to do just that.
Sprints can be anywhere from two to twelve weeks long. In this Project, I'm using two week Sprints. That is, 10 working days. To keep the number of Sprint work days consistent it's important to tell Project about holidays and other non-working time. Well how do you set your working time in Project?
Project needs a little coaxing to display features, sprints, and releases the way you probably want to see them. Tracking and communicating progress also works differently in agile projects, compared to traditional project management. Custom fields are the key to making Project agile-friendly. To get to Custom Fields, on the Project tab, click the Custom Fields button. The basic fields you need are really simple. The first custom field we're going to create is one to designate a task as a backlog feature.
As you manage the product backlog, it's helpful to see the releases and sprints that features are assigned to. That way, you can take their feature points and priorities into account when you assign features to sprints. We're gonna create this new view using the feature list view as a foundation.
You can use a custom field to track the sprint velocities a team achieves. We're going to set up a custom field with the formula to do just that.
Project initiation and planning are just as important in Agile
projects as they are to traditional waterfall projects. In addition to defining
the project vision you define the release strategy and duration. In Microsoft
Project you can set up these tasks the way you would in waterfall projects,
with task dependencies and assigned resources, and let Project calculate the
schedule for you.
Like releases, sprints also have brief planning and wrap-up tasks. And
they're also linked and scheduled like traditionally scheduled tasks. In
Project you can copy the tasks from your first sprint to set up additional
sprints.
As you manage the product backlog, it's helpful to see the releases
and sprints that features are assigned to. That way, you can take their feature
points and priorities into account when you assign features to sprints. We're
gonna create this new view using the feature list view as a foundation.
The product backlog isn't set in stone for the duration of an Agile
project. Requirements evolve as work progresses which means you might add
features to or remove features from the backlog. In addition you have to
estimate feature points and priorities before you can figure out which features
to assign to each sprint. To manage the backlog we're going to use the Product
Backlog view
During sprint planning, the team decides who's going to work on which
features. In Microsoft Project, you don't have to assign resources to featured
tasks if you don't want to. One reason to do that, though, is if you wanna track
burndown for work hours. Let's assign resources to the features
Because you don't plan an entire Agile project up front, you don't
baseline the entire project at once either. Initially, you can set a baseline
for tasks through the end of the first sprint. When that sprint is done, you
can baseline the next one. Once the baseline is in place, you can update
feature tasks to reflect the progress the team has made. Let's baseline this
project t
Sprints don't take extra time if a feature isn't quite done. When a
feature isn't complete at the end of the sprint, it doesn't get partial credit
for its points. Instead, the feature gets moved to the next sprint. However,
you might reduce the points to reflect the fact that some portion of the work
is already done.
Project comes with several built-in reports that show overall project
performance. Agile projects also use what's known as a Burndown Report to see
how work is going. You can customize Project 2013 graphical reports to show
burndown and sprint velocity. To set up a report in Project 2013 we're gonna
head to the Report tab, then click Dashboards and choose Burndown on the
dropdown menu. The built-in Burndown Report has a chart for work burndown and
task burndown. We're gonna use this report as a basis for our custom report. To
create our custom report, on the Design tab click Manage and then choose Rename
Report. We're not actually renaming the report, we're really creating a copy
with a new name
While we recognize that there are allot of creative, non-repetitive, variable work in agile development projects, many work items, ceremonies, and activities can benefit from systematic, reproducible and standardized tasks test and options that can be captured in customizable checklists prepared and used by empowered agile teams.
The Tracking Gantt contains vital information on the health of your project and it’s progress.
Using Microsoft Project but need to manage Agile projects (Scrum or Kanban)? Wondering how to adapt your trusted scheduling tool for sprints, backlogs, and burndown charts? This course shows you exactly how!
While MS Project is traditionally known for Waterfall, you can effectively configure and utilize it to plan, track, and report on Agile projects. This practical, step-by-step course bridges the gap, enabling you to leverage your existing MS Project skills in an Agile environment.
Learn from Luke Angel, an instructor whose unique combination of PMP, CSM, Six Sigma Black Belt, MBA certifications (plus PgMP & PfMP) and over 25+ years of experience provides deep expertise in both traditional project tools like MS Project and modern Agile methodologies.
(What You'll Learn - Use Udemy's Curriculum Section for Detailed Topics):
Configure MS Project Settings for Agile: Optimize project options, calendars, and create essential custom fields (e.g., Sprint, Feature, Story Points, Status) tailored for Agile work.
Build Custom Agile Views & Tables: Design specific views in MS Project to effectively visualize Sprints, Backlogs, and Kanban boards (if applicable).
Plan Sprints & Manage Backlogs in MSP: Learn techniques to represent features/epics/user stories, assign them to Sprints (iterations), and manage the Product Backlog within MS Project.
Track Agile Task Progress: Implement methods for team members to update status on Agile tasks within the MS Project framework.
Manage Resources Across Agile & Hybrid Projects: Assign resources to Agile tasks and learn techniques for managing resources shared between Agile and traditional tasks.
Generate Key Agile Reports from MSP Data: Create and interpret crucial reports like Burndown Charts and Velocity metrics directly using your MS Project data.
Handle Hybrid Projects: Understand strategies for managing projects with both Waterfall and Agile components within a single MS Project file.
Apply Techniques for Scrum & Kanban: See practical examples relevant to both major Agile frameworks.
Avoid Common Pitfalls when using traditional scheduling tools for Agile projects.
Who This Course Is For:
Project Managers, Project Schedulers, and PMO Analysts who use Microsoft Project daily and need to adapt it for Agile teams.
Program Managers overseeing both Agile and Waterfall projects tracked in MS Project.
Organizations mandated to use MS Project but implementing Agile methodologies.
Anyone looking for practical ways to manage Agile work within Microsoft Project.
Requirements:
Solid working knowledge of Microsoft Project is ESSENTIAL. You should be comfortable creating tasks, linking dependencies, assigning resources, and navigating the basic interface. (Specify MS Project version if relevant, e.g., "MSP 2019/2021/Project Online recommended").
Basic familiarity with Agile concepts (Scrum/Kanban) is helpful but key terms will be explained.
Instructor:
Luke Angel (PMP, CSM, Six Sigma Black Belt, MBA | PgMP, PfMP) brings over 25 years of extensive experience managing complex projects using tools like Microsoft Project while also being an expert in Agile (CSM) and process improvement (Six Sigma). This unique dual expertise ensures practical, realistic guidance on integrating Agile practices within MS Project, backed by strategic business understanding (MBA).
Don't ditch your tool, adapt it! Learn how to effectively manage Agile projects using Microsoft Project. Enroll Today!
Topics include:
Setting project options
Defining working time
Setting up custom fields and views
Creating tasks
Assigning features to sprints
Assigning resources to tasks
Tracking progress
Generating a burndown report