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.
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.
You will need to execute the apex job that is responsible for creating pages for each project type in our Project Layout Management Custom Settings. This custom setting tells Inspire Planner which page layouts to display when creating a new project based on the project type the user selects.
Please Note:
Each time you make changes to your page layouts, you will need to re-execute the job in Inspire Planner Settings to update the Static Resource for the pages in Project Layout Management custom settings.
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.
inspire1__Project__c-SAMPLE CUSTOM – Inspire Project Layout
Remove the value in the field Project Layout Static Resource Id and leave it blank. You will then need to re-execute the apex job from Inspire Planner Settings page which will then automatically create a static resource and populate this field based on the new page layout you’ve assigned. Click on Save when finished.
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.
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.
If you would like to only display certain project types in the "New" override (for example, you only want to display Waterfall and Task List but not Agile as options), you will need to delete the page associated with project type in the Project Layout Management Custom Settings.
You only need to go through the steps in this section IF you are using the "New" override AND you do not want all project types (waterfall, agile and task list) to display as options.
By default, there are four (4) Project Lightning record pages available as part of Inspire Planner. They are as follows:
When it comes to configuring the Project Lightning Record page to use, you can choose from the following:
The "Inspire Planner - Multi-Project Type (LWC)" 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.
This section will walk you through how to activate the out-of-the-box "Inspire Planner - Multi-Project Type (LWC)" Lighting record page.
This section will walk you through how to clone the out-of-the-box "Inspire Planner - Multi-Project Type (LWC)" Lighting record page so that you can make adjustments such as adding/removing custom fields and components.
The "Inspire Planner - Multi-Project Type (LWC)" 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.
This section will walk you through how to add the Agile components and fields to your existing custom Project Lightning Record Page.
With Agile projects enabled, you will need to add User Story, Epic, and Bug as Task Types within the Project Task Object.
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.