Agile Projects - Admin Guide

    The purpose of this help article is to serve as a guide for Salesforce Administrators to enable Agile Projects in Inspire Planner.

     

    Table of Contents

    Assign Agile Permission Set

    Configure Override for “New” Button

    Configure Page Layouts for Project Types

    Configure Project Lightning Record Page

    Add Task Types for Project Tasks

    Add Kanban Status Path to Salesforce Task

     

     

    Assign Agile Permission Set

    There is a new permission set called “Inspire Planner – Agile Standard User” which you will need to assign to all your users. This will grant them access to all features and functions related to Agile Projects in Inspire Planner.
     

    1. In Setup, enter “Permission Set” in the Quick Find box and click on Permission Sets.

     

     

     

     

    1. Click on Inspire Planner Standard User – Agile Project Management.

     

     

    1. Next, click on Manage Assignments.

     

     

     

     

    1. Click on Add Assignments.

     

     

    1. Select your users and click on Assign.
     

     

    Configure Override for “New” Button

    You will need to configure an override for the “New” button for creating new Projects so that it launches a custom Inspire Planner Lightning component which allows you to select a Project Type.

     

    Please Note:

    If you are using Record Types for Projects, you do not need to configure the override button and can skip this section. Instead, you will need to configure a new Record Type(s) and a custom page layout(s) for Agile Projects.

     

    1. Go to Object Manager.

     

     

     

     

    1. Enter Project” in the Quick Find box at the top right corner and click on Project.

     

     

    1. Click on Buttons, Links, and Actions.

     

     

    1. Click on the drop-down arrow beside “New” and click on Edit.

     

     

    1. For Lightning Experience Override, select Lightning Component and then select Inspire1:ProjectOverrideComponent in the picklist.

     

     

    1. Click on Save.

     

    By setting the override for the “New” button, when users now click on New to create a new Project, they will see the screen below which will let them select the Project Type.

     

     

     

    Configure Page Layouts for Project Types

    There is a new page layout for each Project Type – Agile, Standard and Task List. When you create a new Project and select a Project Type, Inspire Planner then displays the appropriate page layout. This allows you to then customize the page layout for each Project Type.

     

    If you already have custom page layouts for Standard Projects that you would like to use, you can adjust the custom settings to use your custom page layout. This section will walk you through how to adjust the custom settings to use your custom page layout for Standard Projects.

     

    Please Note:

    If you are using Record Types for Projects, you can skip this section. Instead, you can either use the existing Agile Layout for your Agile Record Type or you can configure a new Agile Page Layout for Agile Record Types. If you would prefer to configure a new Agile Page Layout, we recommend cloning our Agile page layout as a base and then adjusting it.

     

    For Agile Page Layouts, you will need to add the “Project Type” Field and set the default value to “Agile” and also add the “Project Key” field.

     

    1. In Setup, enter “Custom Settings” in the Quick Find box and click on Custom Settings.

     

     

    1. Click on Manage beside Project Layout Management.

     

     

     

     

    1. Click on Edit beside Default Standard.

     

     

     

     

    1. You will need to adjust the value in Project Layout. It follows a specific naming convention which you will need to adhere to.

     

    The naming convention is as follows:

     

    Object API Name-Page Layout API Name

     

    Where Object in this case is the Project object so we take the API Name (see image below)

     

     

     

     

    Then you will put a hyphen (-) and then followed by the API Name of your custom page layout for Standard Projects.

     

    In the example image below, my custom page layout is called “SAMPLE CUSTOM – Inspire Project Layout”.

     

     

    So in the Project Layout field, I would enter:

     

    inspire1__Project__c-SAMPLE CUSTOM – Inspire Project Layout

     

     

     

    1. Remove the value in the field Project Layout Static Resource Id and leave it blank. When the Inspire Planner Beacon runs, it will automatically create a static resource and populate this field based on the new page layout you’ve assigned.

     

     

    1. Click on Save when finished.
     

     

    Configure Project Lightning Record Page

    The Project Lightning Record Page that came as a default with Inspire Planner has been updated to include all the necessary components for Agile. We’ve set the visibility for these components based on the Project Type. If you are using the Project Lightning Record Page that came with Inspire Planner, you can skip this section.

     

    If you are using a custom Project Lightning Record Page, you will need to modify it to add Agile Components. This section will show you how.

     

    1. Go to Object Manager.

     

     

     

     

    1. Enter Project” in the Quick Find box at the top right corner and click on Project.

     

    1. Click on Lightning Record Pages. Then click on the custom Lightning Record Page you are using (image below is just an example).

     

     

    1. Next, click on Edit.

     

     

    1. From the list of standard components on the left, drag Tabs and drop it under the existing Tab for Standard Projects.

     

     

     

    1. You should see a new section at the bottom (see sample image below).

     

     

    1. Make sure that the Tab component you just added to the page is selected. If not, just click on it. Then in the panel on the right, click on + Add Filter under Set Component Visibility.

     

     

    1. Populate the following:

     

      1. Field – select Project Type
      2. Operator – select Equal
      3. Value – select Agile

    Click on Done when finished.

     

    1. Then, click on Add Tab.

     

     

     

     

    1. This will add a new Tab called “Details”. Click on it.

     

     

    1. For Tab Label, select “Custom” then for Custom Label, enter “Active Sprints”. Click on Done when finished.

     

     

    1. Click on Add Tabs again. You will need to repeat the steps of adding a new Tab and renaming until you’ve added a Tab for the following:
      1. Active Sprints
      2. Backlog
      3. Risks & Issues
      4. Team
      5. Chatter
      6. Charts
      7. Settings

     

    After you’ve added all the tabs, it should like the image below.

     

    1. Next, you will need to drag and drop each of the Tabs to re-order them as follows:
      1. Active Sprints
      2. Backlog
      3. Details
      4. Risks & Issues
      5. Team
      6. Chatter
      7. Charts
      8. Settings
      9. Related (this is optional. You can choose to remove this Tab if you do not need to see Related Lists)

     

     

    1. Now that the Tabs are in place, you are going to need to add the components into each Tab. First, click on the Active Sprints Tab.

     

     

    1. Under Custom – Managed on the left, drag Inspire – Kanban Board into the Active Sprints Tab.

     

     

     

     

    1. Next, click on the Backlog Tab.

     

     

    1. Under Custom – Managed on the left, drag Inspire – Backlog into the Backlog Tab.

     

     

    1. Then, click on the Details Tab.

     

     

    1. Under Standard on the left, drag Record Detail into the Details Tab.

     

     

    1.  We recommend upgrading to Dynamic Forms which allow you to control the individual fields display on the page without needing to modify the page layout. Click on Upgrade Now.

     

     

    1. A window will open on screen. Click on Next.

     

    1.  Select Agile Layout and click on Finish.

     

     

    1. Next, click on the Risks & Issues Tab.

     

     

     

     

    1. Under Standard on the left, drag Related List - Single into the Risk & Issues Tab

     

     

    1. In the panel on the right, set the Related List to “Risks & Issues” and set the Relates List Type to “Enhanced List”. Click on Save at the top right corner.

     

     

    1. Next, click on the Team tab.

     

     

     

     

    1. Under Standard on the left, drag Related List - Single into the Team Tab

     

     

    1. In the panel on the right, set the Related List to “Project Teams” and set the Relates List Type to “Enhanced List”. Click on Save at the top right corner.

     

    1. Under Standard on the left, drag Related List - Single again into the Team Tab, under the Related List for Project Teams.

     

     

    1. In the panel on the right, set the Related List to “Collaborators” and set the Relates List Type to “Enhanced List”. Click on Save at the top right corner.

     

    1. Next, click on the Chatter Tab.

     

     

    1. Under Standard on the left, drag Chatter Feed into the Chatter Tab.

     

     

     

     

    1. Next, click on the Charts Tab.

     

     

    1. Under Custom – Managed on the left, drag Inspire – Agile Charts into the Charts Tab.

     

     

    1. Next, click on the Settings Tab.

     

     

    1. Under Custom – Managed on the left, drag Inspire – Agile Project Settings into the Settings Tab.

     

     

    1. If you opted to include the Related Tab, then click on it.

     

     

    1. Under Standard on the left, drag Related Lists into the Related Tab. Click on Save at the top right corner.

     

     

    1. Now that all the Tabs for Agile are configured, you will need to set the visibility for the Standard components. Click on the Tab that for Standard Projects.

     

     

    1.  In the panel on the right, click on + Add Filter under Set Component Visibility.

     

     

    1. Populate the following:

     

      1. Field – select Project Type
      2. Operator – select NotEqual
      3. Value – select Agile

    Click on Done when finished.

     

     

     

    1. Click on Save to save all your changes.
     

     

    Add Task Types for Project Tasks

    With Agile Projects, we’ve introduced additional Task Types for User Story, Epic and Bug. You will need to add these new values in the Task Type picklist within the Project Task Object.

     

    1. Go to Object Manager.

     

     

    1. Enter Task” in the Quick Find box at the top right corner and click on Project Task.

     

     

    1. Click on Fields & Relationships.

     

     

     

     

    1. Enter “Task Type” in the Quick Find box at the top right and click on Task Type.

     

     

    1. Scroll down through the page until you locate the section for “Values”. Click on New.

     

    1. Enter the following values, each in its own line. Then click on Save.

     

    User Story

    Epic

    Bug

     

     

     

     

    Add Kanban Status Path to Salesforce Task

    You will need to add the Kanban Status Path to your Salesforce Task Lightning Record Page to allow users to update the Kanban Status for their assigned Tasks. The Kanban Status will then drive the Task Status and % Complete.

     

    If you are using the out-of-the-box Task Lighting Record Page that came with Inspire Planner, the Kanban Status Path is automatically included on the page and you can skip this section.

     

    If you are using a custom Task Lightning Record Page, you will need to add the Kanban Status Path component to the page and also set the component visibility.

     

    1. Go to Object Manager.

     

     

     

     

    1. Enter Task” in the Quick Find box at the top right corner and click on Task.

     

     

    1. Click on Lightning Record Pages.

     

     

     

     

    1. Click on the Task Lightning Record Page you are currently using.

     

     

    1. Click on Edit.

     

     

    1. Under Custom – Managed, drag the Inspire – Kanban Status Path to your desired area on the page.

     

     

     

     

    1. Next, you will need to set the component visibility so that the Kanban Status Path only displays for Tasks belonging to Agile Projects. In the panel on the right, click on + Add Filter under Set Visibility Component.

     

     

    1. Click on Advanced. Then click on Select.

     

     

    1. Click on the drop-down arrow and select “Record”.

     

     

    1. Click on the drop-down arrow and select “Inspire Task”.

     

     

    1. Click on the drop-down arrow and select ”Project”.

     

     

    1. Click on the drop-down arrow and select “Project Type”.

     

     

     

     

    1. Then click on Done.

     

     

    1. Set the Operator to “Equal” and the Value to “Agile”. Then click on Done. Click on Save at the top right corner to save all your changes.

     

     

     

     

     


    Tags

    Agile Projects

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