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 |

@ProjectMVP

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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After the event, over 100 hours of resources; including all of the PPT decks and session videos will be available.

Session Wrap-Up

Need more Info…. or get the Connector (50% Discount for next 30 Days)

• Tim.Runcie@Advisicon.com• Chetan.Patel@Advisicon.com

Thank You!!!

© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.