Agile Projects - Admin Guide

    Agile project management is an iterative approach to delivering a project throughout its life cycle. Agile project methodology breaks projects into small pieces. These project pieces are completed in work sessions that are often called Sprints. Sprints generally run from a few days to a few weeks.

     

    Unlike the traditional, waterfall project methodology that follows a linear, sequential approach, the main advantage of Agile is that takes a flexible approach, letting teams adjust as they go. Typical examples of where Agile project methodologies are commonly used are in software/product development or onboarding processes/activities.

     

    You can manage Agile Projects within Inspire Planner. This help article will walk you through how to enable features and functionality related to Agile.

     

    Please note:

    You must be a Salesforce System Administrator to complete the steps below.

     

    1. Assign Agile Permission Set
    2. Configure an Override for "New" Button
    3. Configure Page Layouts for Project Types
    4. Configure Project Lightning Record Page
    5. Add Task Types for Project Tasks
    6. Add Kanban Status Path to Salesforce Tasks

     

    Assign Agile Permission Set

    A permission set is a collection of settings and permissions that give users access to various tools and functions. There is a permission set within Inspire Planner called "Inspire Planner - Agile Project Management" which you will need to assign to all users. This grants them access to all features and functions related to Agile Projects. 

     

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


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

     

    1. Next, click on Manage Assignments.


       
    2. Click on Add Assignments. Then, select your users and click on Assign.

     

     

    Configure an 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 and can skip this section. Instead, you will need to configure a new Record Type(s) and custom page layout(s) for Agile Projects.

     

    1. Go to Object Manager.


       
    2. Enter "Project" in the Quick Find box at the top right corner and click on Project.


       
    3. Click on Buttons, Links, and Actions.


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


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


       
    6. 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 a Project Type.

     

    Configure Page Layouts for Project Types

    By default, there is a page layout for each Project Type - Waterfall, Agile and Task List. When you create a new Project and select a Project Type, Inspire Planner then displays the appropriate page layout. You can choose to customize the page layout for each Project Type.

     

    If you already have custom page layouts for Waterfall projects, you can simply 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 Waterfall Projects.

     

    Please note the following:

    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 your own Agile Page Layout. If you prefer to configure your own Agile page layout, we recommend cloning our default Agile page layout as a base and then adjusting it according to your preference. For Agile Page Layouts, please ensure that you add the "Project Type" field to the page and set the default value to "Agile". You will also need to add the "Project Key" field to the page.

     

    If you have Multi-Currency enabled in your Salesforce environment, you will also need to ensure the Currency field is included in your page layouts for all project types.

     

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


       
    2. Click on Manage beside Project Layout Management.


       
    3. Click on Edit beside Default Standard.

      Please note: 
      If you do not see any pages in this section, please ensure that the Inspire Planner Beacon is running in your org. The pages are automatically created by the Beacon. For instructions on how to schedule the system jobs, please see How to Schedule Inspire Planner Apex Jobs.


       
    4. 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 Name

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



      Then you will put a hyphen (-) and then followed by the 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

       

    5. 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. Click on Save when finished.

     

    Configure Project Lightning Record Page

    By default, there are two (2) Project Lightning record pages available as part of Inspire Planner - "Inspire Planner - Project Lightning Layout" and "Inspire Planner - Multi-Project Type"

     

    Inspire Planner - Project Lighting Layout only contains fields and components for managing Waterfall (standard) projects. 

     

    Inspire Planner - Multi-Project Type contains fields and components for managing Waterfall, Agile and Task List Project Types. The components displayed on the page are dependent on the Project Type selected during Project creation. 

     

    When it comes to configuring the Project Lightning Record page to use, you can choose from the following:

    • Activate the out-of-the-box Inspire Planner - Multi-Project Type Lighting record page which already contains all components and fields for managing Waterfall, Agile and Task List projects. Click herefor instructions if this is the option you would like to go with. 

      Some things to consider:

      The Currency Field is not part of the Multi-Project Type Lightning record page. Therefore, if you have multi-currency enabled in your Salesforce org, we recommend the next option below which is to clone the Multi-Project Type Lightning record page to allow you to add/remove fields.

      If you are using Record Types for Project object and would like to use our Multi-Project Type Lightning record page, we recommend the next option below which is to clone it so that you can edit the page. Further instructions are provided below.


       
    • Clone the Inspire Planner - Multi-Project Type Lightning record page and use it as a base and then add/remove components and fields. For example, maybe you would like to use the out-of-the-box Lighting record page but would like to add your custom fields on the page or would like to adjust tabs and components. Click here for instructions if this is the option you would like to go with.
       

      Please Note the following:

      The Inspire Planner - Multi-Project Type Lightning Record page uses Dynamic Forms. This means that if you add/remove fields on your page layouts, they are not reflected in the Lightning Record page. You will need to edit the Dynamic Form itself to add/remove fields.

      If you have multiple record types for Project object, you will need to go to the Details tab, drag the "Fields" section off the page and add "Record Detail" instead. By removing the Fields section, you are in effect removing the Dynamic Form from the page. Adding the Record Detail will allow the page to display the appropriate page layout assigned to your record types. You will need to do this for the Details tab for waterfall, agile and task list projects.

      If you have multi-currency enabled in your Salesforce org, you will need to modify the Dynamic Form and add the Currency field for all Project Types
      .
       

    • Modify your existing custom Project Lighting record page to add the components and fields related to managing Agile projects. This requires the most effort as you will need to manually add components and fields to the Lightning record page. Click here for instructions if this is the option you would like to go with.

     

    Option 1: Activate Inspire Planner - Multi-Project Type Lightning Record Page

    This section will walk you through how to activate the out-of-the-box Inspire Planner - Multi-Project Type Lighting record page.

     

    1. Go to Object Manager.


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


       
    3. Click on Lightning Record Pages. Then click on Inspire Planner - Multi-Project Type.


       
    4. Click on View.


       
    5. Click on Activation at the top right corner.


       
    6. Click on App Default.


       
    7. You will notice that it is already enabled for the Inspire Agile Projects App. You will need to also enable it for the Inspire Planner App or any other App you are using that includes Inspire Planner Projects. Click on Assign as App Default.


       
    8. Select Inspire Planner, as well as any other App that includes Inspire Planner Projects. Then, click on Next.


       
    9. Desktop should be selected for the Apps you chose in the previous screen. Click on Next again.


       
    10. Review your assignments and click on Save.


      Click here to proceed to the next step.


    Option 2: Clone the Inspire Planner - Multi-Project Type Lighting Record Page


    This section will walk you through how to clone the out-of-the-box Inspire Planner - Multi-Project Type Lighting record page so that you can make adjustments such as adding/removing custom fields and components.

     

    Please Note:

    The Inspire Planner - Multi-Project Type Lightning Record page uses Dynamic Forms. This means that if you add/remove fields on your page layouts, they are not reflected in the Lightning Record page. You will need to edit the Dynamic Form itself to add/remove fields.

    If you have multi-currency enabled in your Salesforce org, you will need to modify the Dynamic Form and add the Currency field for all Project Types
    .
     

    1. Go to Object Manager.


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


       
    3. Click on Lightning Record Pages. Then click on Inspire Planner - Multi-Project Type.


       
    4. Click on Clone.


       
    5. Modify the Label according to your preference. This will be the name of the Lightning Record page.


       
    6. You can then modify the Lightning record page according to your preference. When finished, remember to save your changes and activate the page. When activating the page, please set it to App Default and select Inspire Planner, Inspire Agile Projects, as well as any other App that includes Inspire Planner Projects.

      Click here to proceed to the next step 

     

    Option 3: Modify Custom Project Lighting Record Page to include Agile Components and Fields

    This section will walk you through how to add the Agile components and fields to your existing custom Project Lightning Record Page.

     

    1. Go to Object Manager.


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


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


       
    4. Next, click on Edit.


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



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


       
    7. 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.


       
    8. Populate the following:

      Field - select Project Type
      Operator - select Equal
      Value - select Agile

      Click on Done when finished.


       
    9. Then, click on Add Tab.


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


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


       
    12. 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:

      Active Sprints
      Backlog
      Risk & Issues
      Team
      Chatter
      Charts
      Settings

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


       
    13. Next, you will need to drag and drop each of the Tabs to re-order them as follows:

      Active Sprints
      Backlog
      Details
      Risks & Issues
      Team
      Chatter
      Charts
      Settings
      Related (this is optional. You can choose to remove this tab if you do not need to see Related Lists)


       
    14. 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.


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


       
    16. Next, click on the Backlog Tab.


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


       
    18. Then, click on the Details Tab.



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


       
    20. 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.


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


       
    22. Select Agile Layout (or whichever custom page layout you are using for Agile projects) and click on Finish.


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


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


       
    25. 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.


       
    26. Next, click on the Team tab.


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


       
    28. 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.


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


       
    30. 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.


       
    31. Next, click on the Chatter Tab.


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


       
    33. Next, click on the Charts Tab.


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


       
    35. Next, click on the Settings Tab.


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


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


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


       
    39. 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.


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


       
    41. Populate the following:

      Field - select Project Type
      Operator - select Not Equal
      Value - select Agile

      Click on Done when finished. Click on Save to save all your changes. 


       
    42. If you have already activated the page, you will need to adjust it to App Default and select Inspire Planner, Inspire Agile Projects, as well as any other App that includes Inspire Planner Projects.

       

    Add Task Types to Project Tasks

    With Agile projects enabled, you will need to add User Story, Epic, and Bug as Task Types within the Project Task Object.

     

    1. Go to Object Manager.


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


       
    3. Click on Fields & Relationships.


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


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


       
    6. 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. This section will show you how.

     

    1. Go to Object Manager.


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


       
    3. Click on Lightning Record Pages.


       
    4. Click on the Task Lightning Record Page you are currently using. The image below is just an example.


       
    5. Click on Edit.


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


       
    7. 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.


       
    8. Click on Advanced. Then click on Select.



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


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


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


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


       
    13. Then click on Done.


       
    14. 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

    AdministrationAgile Projects

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