Formal Project Management process template

Use the Formal Project Management Process template to create a project area for traditional project management. In a formal project management process, instead of developing in iterations as you would in an Agile process, you track change management in sequential phases: Requirements, Design, Implementation, and Testing.

Team members complete each phase of a formal project management process before beginning the next phase. Each phase has specific target dates that the team observes to complete the project by the release date.

The Formal Project Management Process template provides the Milestone work item type, which identifies significant points or events in a project or project phase. You can use milestones to control the transitions between phases and to monitor the project progress.

The Formal Project Management process is also ready to use. This process provides the following work item types:
  • Defect: Identifies a bug
  • Task: Describes a specific piece of work
  • Project Change Request: Provides a formal mechanism to renegotiate key project parameters, such as scope, timeline, or resources
  • Business Need: Records commitments that the development team makes to the business organization
  • Risk: Describes project risks, and provides a matrix to calculate the risk probability and impact
  • Risk Action: Describes specific actions to counter or mitigate a risk
  • Issue: Identifies and describes a potential problem for which no concrete solution is proposed. Issues can be created from risks that do not have a proposed solution.
  • Milestone: Identifies a significant event in the project plan or a phase plan
To support the formal project management method, the Formal Project Management Process template has the following capabilities:
  • Resource management: The Plan view has an additional Resources tab to manage the allocation of resources to the plan. You can search for resources with specific start and finish dates and work hours, and add them to the plan. You can edit or remove these allocations any time. You can also view and manage the use of resources within the plan period. Warnings are displayed when the work assignments for a resource exceed the availability of the resource for the plan period.
  • Risk management: You can create risk work items to identify problems that might arise during the project, and then create risk actions to mitigate or counter those problems.
  • Gantt chart and critical path: You can use the Gantt chart in the Plan view to see a graphical representation of the plan schedule, including work item durations and dependencies. The critical path identifies work items that have negative or no slack and consequently can delay the project.

For additional details about the Formal Project Management process, navigate to the Templates tab in the web client. Click the Edit Process Description (Edit Process Description icon) icon in the Actions column for Formal Project Management.