Why Microsoft Project isn't recommended
- Tasks are auto scheduled based on dependency and resource allocation (who is assigned to it). This generates an estimated completion date which is never accurate, due to annual leave, public holidays and general shuffling of people in the team
- It gets the summing wrong (the totals don't seem to update and no way to trigger it)
- It's hard to synchronize with timesheets (as it doesn't connect to 3rd party timesheet systems out of the box – however, it does have its own time sheeting system, that is missing billing information!)
You cannot allocate two people to a task. This create a lot of additional overhead to get it right. **fixed in TFS 2008**
How to create a Release Plan
Figure: Use SharePoint Document Library Template for creating consistent ballpark Figure: Read the instructions about how to use this template
Figure: Use Menu Calculator to understand the common estimates
Figure: Use Resources sheet to assign resources
Figure: Use the Release sheet to enter all the work items and calculate ballpark
Finally, you should copy and paste this Release sheet into an email and send to your client. Before that, make sure you talk your client through it first.
Figure: Send the ballpark by Email
Winning the Project- Publish these Work Items to TFS
- Open Visual Studio
- Create a new Project in Team Explorer
3. Define new Iterations
Figure: Accessing the Areas and Iterations menu from your project in Team Explorer
Figure: Add appropriate named iterations
4. In SharePoint, open your Release Summary
5. Create a new Worksheet in the same Workbook for your release plan. Rename it to "TFS Work Items"
6. From the "Team" ribbon tab, click "New List"
7. Select the Team Project you Created
8. Click "Input List". This will connect Excel to TFS, and allow you to enter Work Items to be published
After you do this, it will generate a worksheet that looks like this:
9. Click "Choose Columns", and make sure these columns are selected in the following order:
a. ID (will be included automatically);
c. Baseline Work
d. Work Item Type
10. Copy the first four columns of the release summary onto a blank section of the TFS Work Items work sheet
11. Delete the Resources and Hours per resource column
12. Cut the Task and Man Hours column and paste it into the input list. You MUST use “Paste-Special”, and select Values, otherwise you will get an error.
13. Set the "Work Item Type":
a. Subheading/Categories are considered "Scenarios" in TFS
b. Work Items are set as "Task"
14. Click the "Publish" button from the ribbon.