I'll definitely suggest that you take both the question parts together, while you attempt the questions. This way you will have continuation in your learning and get a better understanding on the kind of questions to be faced in your assessment at the end of Primavera P6 Pro Live Lessons course.
Also, as mentioned in the previous part, to answer these questions, you need to have:
Solid understanding of Primavera P6 software in managing teams and projects.
Out of the box usage of Primavera P6 project management capabilities, which can be used in a variety of scenarios and situations.
Basic understanding of traditional project management.
Critical thinking, logical reasoning, ability to think out of the box and also answering questions with speed and accuracy.
These questions are taken from the course:Primavera P6 Pro Live Lessons Online Course.This course comes with full money-back guarantee, applicable for the entire course duration. In other words, there are no terms and conditions (T&Cs). Use the course and if you don't like, I'll refund the money any time.
Again, I hope you enjoy doing these questions and it helps in your learning Primavera P6.
Question – 7: For which activity types resources cannot be added?
A Task Dependent and Level of Effort (LOE)
B Level of Effort (LOE) and WBS Summary
C Start Milestone and Finish Milestone
D WBS Summary and Start Milestone
Question – 8: For your project, one of the senior team members has prepared the work breakdown structure (WBS). It’s shown below. How many elements are at Level – 3 for the WBS?
A Five
B One
C Four
D Can’t be determined
Question – 9: The default calendar which can be set for a project can only be:
A Corporate Standard – Full Time
B Trades – 5 Days Work Week
C Custom Project Calendar
D Any Global Calendar
Question – 10: While formatting the columns in your custom layout, you have added these columns: Activity ID, Activity Name, Planned Duration, Remaining Duration as well as Start and Finish. It’s shown below. Which two fields should you add to know the delay you can have for an activity without delaying the early start of the successor and the project’s end?
A Total Float and Activity Float
B Free Float and Total Float
C Constraints and Deadline
D Lead and Lag
Question – 11: Which one of the following is not a correct % complete type used in Primavera P6?
A Activity % Complete, Duration % Complete, Resource % Complete
B Physical % Complete, Units % Complete, Duration % Complete
C Performance % Complete, Activity % Complete, Units % Complete
D Schedule % Complete, Performance % Complete, Cost % Complete
Question – 12: Primavera P6 calculates considering Duration, Units and Units/Time. However, the Units/Time setting can be shown as a percentage or as units per duration. Considering hour per day is set at 10 hours, what will be the Units/Time for 2.25 hours in percentage terms?
Primavera P6is a widely used and popular project-portfolio management (PPM) software tool. I find it to be quite robust and capable of managing multiple projects, simultaneously, which is rare. The Primavera P6 Pro Live Lessons online course uses this software tool. It course is hands-on, practical and in-depth.
This course uses the latest release of Primavera P6 Professional Project Management R22.x and R24.x and is prepared with the inputs, feedback and suggestions from professionals who I've taught Primavera P6 and also have learned from them.
These questions are taken from the course:Primavera P6 Pro Live Lessons Online Course.This course comes with full money-back guarantee, applicable for the entire course duration. In other words, there are no terms and conditions (T&Cs). Use the course and if you don't like, I'll refund the money any time.
To answer these questions, you need to have:
Solid understanding of Primavera P6 software in managing teams and projects.
Out of the box usage of Primavera P6 project management capabilities, which can be used in a variety of scenarios and situations.
Basic understanding of traditional project management.
Critical thinking, logical reasoning, ability to think out of the box and also answering questions with speed and accuracy.
This first series has 6 questions and answers. The next part has another set of 6 questions with answers. I hope you enjoy doing these questions and it helps in learning the Primavera P6 Pro Live Lessons Online Course.
Question – 1: A number of activities have been started and tracked using a mixture of Update feature and individual activity tracking. The current set of activities are shown below. Which one of the following activities are yet to be started considering this view?
A A1190 and A1030
B A1200 and A1030
C A1000 and A1210
D A1000 and A1210
Question – 2: For a project the planning work has been done. Next, you are going for the tracking and have not set the data date. Now, if you use the Spotlight feature of Primavera P6, how many days ahead will be highlighted by the Spotlight?
A 1 day
B 7 days
C Two weeks
D One month
Question – 3: There are ways to compute performance % complete in Primavera P6. Which one of the following is used by default?
A WBS Percent Complete
B Activity Percent Complete
C Either 0/100 Percent Complete or 50/50 Percent Complete
D The setting related to Custom Performance Complete
Question – 4: As a project-portfolio manager (PPM) tracks a project, the earned value S-curve is created below by Primavera P6. It shows the Estimate At Completion (EAC) cost in pink, Planned Value (PV) Cost in green and Earned Value (EV) Cost in orange. This is shown below. Which one of the following Earned Value parameters will be finally the end of the EAC curve?
A Actual Cost (AC) curve ends with the EAC
B Both Earned Value (EV) and Planned Value (PV) cost curves can end with EAC
C EAC curve is separate than other graphs related to Planned Value Cost, Earned Value Cost, or Actual Cost
D EAC curve is dependent on the Estimate to Complete (ETC)
Question – 5: For your project, you have been preparing the custom project calendar. Next you want to create resource specific calendars. For which one of the following resources you can’t create calendars?
A Labor resources
B Both non-labor and material resources
C Only material resources
D Calendars can be created for all types of resources
Question – 6: As you prepare a report from the Classic Schedule Layout, actual work for the Level of Effort (LOE) activity related to management work is not shown, though actual work is shown. It’s shown below. What can be done to rectify it?
A Change the timescale of LOE activity to Planned Bar
B Change both the timescale of LOE activity Current Bar and reschedule
C Only change the timescale of LOE activity to Remain Bar
In this post, I’ve tried to answer as many questions as I can. It covers many aspects such as price, duration, access, content, guarantee, support, among others.
Question – 1: What are the applicability and validity of the Primavera P6 Pro Live Lessons course?
Answer – 1:This course has a duration of 3 or 6 months, from the date of purchase. The price of the course is $129 USD (or Rs 10,449) for 3 months access and $199 USD (or Rs 15,949) for 6 months access. There is also flexibility for 1 year access because the course is extensive.
This is one of the lowest priced Primavera P6 courses in the world as typically the cost for Primavera P6 classroom sessions run into thousand US dollars.
This course is online at a much-reduced cost and it’s a full video course. Hence, you can watch as many times as you want and practice as many times as you want. This course also comes with a full money-back guarantee.
Question – 2: What is the total duration of this course?
Answer – 2: The course is over 15 hours of video duration. The course is primarily in video format. It also has a number of .XER files and an end-course assessment. It has been divided into 17 (+1) individual lessons. In total, there are 210 videos and 107 exercise (.XER) files.
Considering all the files and one full length Q&A set, the duration will be over 30 hours. You can complete it in 6 or 3 months with your own revisions and practices.
For thorough learning and practice, a 6- or 12-months duration is recommended.
Question – 3: What is the full money-back guarantee for this course?
Answer – 3: The premise is simple for the full money-back guarantee.
The premise is simple.
Go through the Primavera P6 Pro Live Lessons course. You have six (or three) months to learn deeply. Take the end-course assessment, and you have the Primavera P6 course completion certificate. You WIN.
If you don’t like the course anytime during 6 months, I’ll refund your full money. You still WIN because you’ve the entire content free of cost for 6 months.
In effect, the guarantee is for the entire course duration. You've literally nothing to lose with the Primavera P6 Pro Live Lessons course, but only to gain.
Question – 4: I've no experience in Project Management or a PM role, but want to learn hands-on Primavera P6. Can I use this course?
Answer – 4: Yes, absolutely. No experience is needed with respect to full-fledged project management. This Primavera P6 course will teach you project management in a hands-on manner, grounds-up along with theory whenever needed.
It'll have real-world projects to solidify your understanding.
Question – 5: I’ve been using the MS Project software. How will this Primavera P6 course help (benefit) me?
Answer – 5: If you have been using MS Project, then learning Primavera P6 will be an excellent complementary skillset. Primavera P6 is a widely used software tool around the world. You will also learn Primavera P6 relatively quickly.
As Primavera P6 is a popular software tool used across industry verticals, your expertise on it will help you immensely in your professional career.
Question – 6: How to install and use the Primavera P6 Professional Project Management software? How do I know that the Primavera P6 Client has been installed properly on my personal computer?
Answer – 6: Follow the steps mentioned in this link. I’ve shown a clear demonstration on how to install, run and have proper settings with Primavera P6 software. In the final step, I've used a mini project on the software’s proper installation. The link mentioned is for Primavera P6 R22.x. Similar steps will be needed for Primavera P6 R24.x. This course also supports Primavera P6 R15.x.
When you are a subscriber of this course, you’ll get a PDF copy on detailed, step-by-step instructions for installation. Next, in the video lessons, there are detailed videos on various settings.
Question – 7: What is the end course completion certificate offered in this course?
Answer – 7: This course comes with an end-course assessment (not exam) with a set of 30 questions, which covers mostly the practical areas of project management using Primavera P6. You need to have at least a 60% score to be in the proficient category.
The assessment will be online and your score will be shown to you immediately. The detailed answers (both correct and incorrect) will also be available to you.
With completion of the course and completing the end course assessment, you will receive the end course completion certificate in Primavera P6 indicating your high competency in using Primavera P6.
Question – 8: What are the pre-requisites to proceed with this course?
Answer – 8: There is only one prerequisite for this live lessons course:
Basic understanding of Project Management
This course starts with a real-world project with basic building blocks such as the WBS and then goes for full-fledged planning, scheduling, tracking, updating, reporting, among others.
Primavera P6 Pro Live Lessons course is fundamentally about learning the Primavera P6 software. You will learn in-depth what features and functionalities it has.
There is also no pre-requisite to learn Primavera P6. You’ll learn through the course.
Question – 9: Why should I go for the Primavera P6 Pro Live Lessons course? What are the benefits?
Answer – 9: To know more on the key benefits of this course, you can watch this video:
The above video outlines a number of key course benefits. As you subscribe and use the course, you’ll find more benefits.
Question – 10: How is it different from other courses on Primavera P6?
Answer – 10: There are two key areas:
Hands-on and practical (95%) with minimal needed theory (5%).
A real-world project plan, not just 3 or 4 dummy activities, built incrementally.
Most of the courses or videos provide a few activities to explain. However, it’s different in the real-world. Because in the real-world, you will face these questions:
What would you do when you have hundreds of activities?
What would you do when you have various Activity Types as well as Duration types?
What happens when Activity % Complete is taken instead of ETC-based calculations?
How exactly is the risk score calculated?
How exactly are the risk pre- and post-response costs are calculated?
With the Primavera P6 Pro Live Lessons course, you will have a plan covering various scenarios. You will learn various areas of project management deeply.
Question – 11: Are there any PDUs offered by this course?
Answer – 11: Yes. You can claim up to 16 PDUs (in different PDU categories) on the completion of this course. These can help you to maintain your other credentials such as PMP, PfMP, RMP, among others.
Question - 12: Is there any detailed course index for this course? Not just a few lines, but the entire course index.
Answer – 12: Yes. You can see the entire course index. To see the complete course content and index, you can refer to link below:
Note: You can not only check the complete index, you can also check 20 videos before purchasing the course.
Question - 13: Why should I opt for this online course, instead of classroom Primavera P6?
Answer – 13: Online learning has the following positive aspects:
Convenient - you can learn at your own time at your own pace. You can watch the content as many times as you want.
Longer duration – 3, 6 or 12 months (not just 3 or 5 days of training)
Low cost - much lower than classroom training. Primavera P6 classroom training cost will be quite high.
The Primavera P6 Pro Live Lessons course is online, provides high flexibility in duration and comes with low cost.
Question - 14: Why should I go with Management Yogi, compared to others?
Answer – 14: Indeed, there are many providers who provide Primavera P6 training and/or courses.
However, as a matter of fact, most don’t know how to build a Primavera P6 Project Plan using a mixture of activity types, duration types, % complete types, resource types, calendar types etc. So again, they can’t provide such training, learning, and usage of Primavera P6.
The Primavera P6 Pro Live Lessons course takes a completely different approach and covers various scenarios using a real-world project plan. Everyone claims to do it, but a few can actually do it.
Question - 15: Will there be any support if any questions arise during the learning of Primavera P6 Pro Live Lessons course?
Answer – 15: Yes, definitely. Please email to managementyogi@gmail.com and your questions will be answered within 3 working days or 72 hours.
You also have a chance to meet me face-to-face on many occasions. In fact, for most of ManagementYogi’s course, I meet most of the customers (subscribers) face-to-face and it’s based on their needs and my availability.
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If you have any other questions or clarifications, please send an email to managementyogi@gmail.com. If this course has those features, I’ll inform you with all the details. If it does not, then also, you will be clearly informed. There won’t be any round-about answers or marketing gimmicks.
I’m pleased to announce the availability of Primavera P6 Professional (Pro) Online Course for Project and Project-Portfolio management practitioners:
PRIMAVERA P6 PRO LIVE LESSONS
It’s a practically driven video course on Project Management. It’s predominantly practical (95%) with needed theory (5%). Highest emphasis has been given to practical, hands-on applicability in project management using Primavera P6.
Primavera P6 Professional Project Management software is a widely used and popular software tool used across industry verticals by planners, controllers, engineers and managers. I’ve used it for over a decade and can say it's one of the few robust software tools.
Though there are many Primavera P6 courses available, none of them covers various aspects of it using a live project plan, which is built step-by-step. The Primavera P6 Pro Live Lessons course is completely different from that perspective as it takes a real-world project. It then builds upon that plan as you proceed across the live lessons.
The Primavera P6 Pro Live Lessons course is in-depth, hands-on, and highly practical-oriented. It’s the only such course worldwide because it works upon a live project plan. It also comes with full money back guarantee.
Primavera P6 software has a wide array of features and functionalities. But it’s mostly unknown to project management practitioners. The main reason, as I’ve seen, is that most work with 3 or 4 activities to learn! But the real-world project management is not so simple with few activities. You have to work with a large number of WBS elements, activities, resources, among others.
The Primavera P6 Pro Live Lessons course understands this need of project management practitioners. It takes a hands-on, practical approach by taking a real-world project. A web-based information management system has been taken as the example project.
With the Primavera P6 Pro Live Lessons course, you will learn:
Project Scope Management with Work Breakdown Structure (WBS)
Project Schedule Management with various Activities and types
Project Resource Management with Roles, Resources and Calendars
Project Baseline Management with (Multiple) Baselines
Project Risk Management with Risks – both Threats and Opportunities
Project Issue and Thresholds Management with Issues and Threshold Parameters
Project Earned Value (EV) Management with EV related parameters
And many more.
You learn and work with a number of foundational as well asadvanced concepts in Primavera P6:
Learning various activity types and relationships.
Using all resource types and costs - labor, non-labor, material and expenses.
Applying all calendar types - global, resource, project, activity-specific.
Developing a full-fledged project plan with leads, lags and constraints.
Knowing various scheduling techniques and concepts: CPM, FP/BP, TF, FF and ES, LS, EF, LF, NWD analysis.
Detecting and resolving overallocations in a variety of ways.
Applying baselines and using progress line, data date and spotlight.
Using Earned Value techniques and graphs.
Managing issues and thresholds with threshold parameters.
Generating a number of reports and communicating with stakeholders.
And many more.
Because this practical-oriented course, you will see how real-world projects are managed with Primavera P6 Professional Project Management software tool.
With this course, you will also have an End Course Assessment. Post the assessment, you will receive the course completion certification indicating your high competency in using the Primavera P6 software tool. Above all, you’ll know how to do it in the real-world with real-world projects, because the course is hands-on.
Top Features: Primavera P6 Pro Live Lessons
Total Video Duration: 15+ hours
Number of Videos: 200+
Number of Lessons: 17 (+1)
One full-length Q&A Set for assessment: 30 Q&As
Total Exercises (Practical): 100+ [downloadable]
End-course assessment and course completion certificate from ManagementYogi for Primavera P6 Live Lessons online course.
In-depth understanding of various project management aspects. Very few tools, if at all, provide such project management capabilities.
Ability to apply the project management concepts hands-on with Primavera P6.
A large number of exercise and solutions files (over 100), which you can download, use and practice.
A large number of tips and tricks points to know throughout the course.
What is the End Course Certification Offered by this Course?
This course comes with an end course assessment with a set of questions on Primavera P6. To be in the proficient category, you need at least a 60% score.
With completion of the course and clearing of the end course exam, you will receive the course completion certificate on Primavera P6 indicating your high competency.
What is Full Money-Back Guarantee for this Course?
There are no little tricks, such as – “terms and conditions apply”, “** conditions apply”, “guarantee not applicable if you have done this or that”, as you would have seen in many places. What you see and read here is exactly what you will get.
The premise is simple.
Go through the Primavera P6 Pro Live Lessons course. You have six (or three) months to learn deeply. Take the end-course assessment and you have the Primavera P6 course completion certificate. You WIN.
If you don’t like the course anytime during 6 months, I’ll refund your full money. You still WIN because you’ve the entire content free of cost for 6 months.
You’ve everything to win this course, nothing to lose. You’ve entire 6 (or 3) months of access to the course for free.
You can learn more on this gurantee in this video [Duration: 2m:00s]:
Payment:paypal.me/managementyogi (Login, Send your payment to PayPal account of ndsatya@gmail.com, Enter the amount; Invoice will be generated after payment) OR, you can pay via Bank Transfer or Payment. For this, please send a mail to managementyogi@gmail.com to get the account details.
Available: From December, 2024
Primary Format: Video, Accessible
Course Extension: As per your need (Price calculation will pro-rata)
Status: Available (accessible via laptop/desktop)
Detailed Course Breakdown: Primavera P6 Live Lessons
The detailed course breakdown is shown below. It details hours of learning, number of videos and various exercise details. You can scroll to see the full content.
If you want to buy this course or have any questions, please send an email to managementyogi@gmail.com.
Our next step is to build custom filters, which will be associated with separate Kanban team boards. These custom filters will have the custom flags enabled for them. The below figure is for Team A Task Board and named as Team A Task Board Tasks Filter.
To create the filter, go to View tab > Data group > Filter > More Filters… command. If you are in the Sheet views for this Scaled Kanban Project, you can select the “Highlight Filter” drop-down list as the default filter option would be disabled.
For the Team A Task Board Tasks shown above:
Show on Board is enabled.
Summary (summary tasks) is disabled.
Team task custom field has the condition fulfilled.
If you want, you can enable the ‘Show in menu’ highlighted above.
Similarly, create two more filters for Team B and Team C as Team B Task Board Tasks filter and Team C Task Board Tasks filter, respectively. You can use the Copy command in the More Filters dialog box to quickly create the filters. After you create all the filters, it can be seen as follows.
If you have selected the ‘Show in menu’ checkbox while creating the custom filters and it’s a good idea to do so, you can see all the filters under Custom part of the list of available filters.
Scale the Kanban Tables *** UPDATED ***
In this step, we will create three custom tables and these tables will be applied to the board views that we are going to create. We will learn the steps to create the custom views shortly. To create the tables, go to View tab > Data group > Tables > More Tables… command. From there create a new table. The below figure is for the Team A Task Board Tasks Table.
As shown:
The fields are ID, Indicators, % Complete, Work and Board Status.
If you have used the Copy command to take the elements from the already available Task Board Tasks table (applied to the Task Board view), then remove the Sprint field.
Similarly, create two more tables for Team B and Team C, which are Team B Task Board Tasks Table and Team C Task Board Tasks Table, respectively. Post creation, you will have the tables available under the custom part of Tables drop-down menu.
Again, though I’ve used the Task Board Sheet view above, you can use either Backlog Sheet or Task Board Sheet view for a Scaled Kanban project. This I’ve explained in my course: Mastering MS Project Agile.
Scale the Kanban Boards
In our final step, we are going to create the Task Board Views for all the teams. To do so, go to View tab > Task Views group > More Views… command. From there, create a new Single View (not a Combination View) from the View Definition dialog box.
The view name is Team A Task Board.
The screen used for this view is the Task Board.
The filter applied is Team A Task Board Tasks Filter.
Similarly, create two more Task Board views. For Team B, it’ll be Team B Task Board view and for Team C, it’ll be Team C Task Board view. Next, when you assign resources to the tasks and apply the view, the following one comes up, which is for Team C.
Did you notice Team name (Team C) has been highlighted in the cards above? That’s another advantage you can have in Scaled Kanban Projects with MS Project Agile!
For more detailed tracking in sheet views, one can create individual sheet views (e.g., Team A Task Board Sheet view) for each team. Such views can be created in a similar manner as we have created the board views.
Let’s have a demonstration of what we have learned so far with our practical scaled approach using Kanban to deliver a product or service. The below video [duration: 6m:50s] demonstrates scaling with MS Project Agile. Do not forget to go full-screen HD mode and to plug-in your earphones.
Go back 900 years in time and imagine what it would have taken to build something like the Konark Sun Temple with over a thousand craftsmen. The planning, scheduling, tracking and completion would have been a colossal task. But they succeeded.
Remember the 12-year-old kid that we began with?
After completing his work, the young boy jumped into the nearby big ocean giving up his life to protect the reputation of others! Other craftsmen didn’t have the know-how of the final placement of the ‘kalasha’, meaning temple top. But the kid knew and made the supreme sacrifice for his team.
In today’s world, however, with right learning content, certifications and project management software, one can have the know-hows and expertise. As the project manager and hence the leader of your team, many times you plan for and lead multiple Kanban teams, which can be distributed and/or dispersed.
Knowing how to scale definitely helps. As we just learned, MS Project with its Kanban features is eminently capable of scaling to a number of Kanban teams. You can confidently build products or services using theCIPSA Framework, which is based upon Scaled Scrum or Scaled Kanban features in MS Project Agile and deliver them at scale in a practical, hands-on manner.
This article is dedicated to the memory of my father, the late Harendra Nath Dash, who passed away 5 years ago on June 11, 2019. He, along with my mother, Mrs. Bidyut Prava Dash, first narrated the story of Konark Sun Temple to me.
The temple still stands today, nearly 900 years later and is considered to be one of the seven wonders of India. Next to Sanskrit, Odia has the highest number of ancient manuscripts, including construction, among all Indian languages.
– Narrated by my parents in Odia, loosely translated into English
Growing up, from the above paraphrased poem, I learned of the destruction of Konark Sun Temple in Odisha, India by “Kala-Pahada” (meaning Black Mountain), a person presumably named so for his black deeds. But what inspired and stuck with me is not the destruction of Konark (Kona meaning corner, Arka meaning sun), but its construction.
Destruction is easy, construction is not. Destruction takes minutes, sometimes seconds, but great construction demands tough love, sometimes despair of not knowing the path, but still pursuing the mission. It’s painful, yet beautiful.
The construction of 228-foot-tall Konark sun temple in 13th century was done by 1,200 craftsmen toiling for 12 years to build the monument. A 12-year-old boy, with his knowledge over existing Odia construction manuscripts, gave the final touch to the construction.
Now, any large construction such as the stoneware in Konark, or software as built by engineers, will require scaling. It’s inevitable. This article is about the scaling of teams using the Kanban framework. In this article, we will learn how to build multiple Kanban Boards with the MS Project Agile software tool and how to use these boards across multiple Kanban teams.
To simplify scaling, which is inherently complex, we are going to use the CIPSA (pronounced 'sip-sa') framework. The recently launched Certified In Practical Scaled Agile (CIPSA) course uses this framework to manage both Scaled Scrum and Scaled Kanban Projects. Proceeding further with this article, we will use the concepts and examples used in the CIPSA certification course for Scaled Kanban projects.
We have three separate teams – Team A, Team B, and Team C – working on different Kanban work items for a Home Renovation Project. All the work items are part of a single Kanban Backlog. However, the team visualizations are different. It’s shown below with various teams working on respective items.
The below video [duration: 5m:25s] prepared in support of this article explains more on the foundational aspects of scaling using Kanban. To get the most out of this article, watch the video before reading the rest of this article. For the best experience, go full-screen HD mode and plug-in your earphones.
The initial plan created for this Scaled Kanban Project is shown below in Task Board Sheet view. Backlog Sheet or Gantt Chart views can also be used to visualize the plan. (click on the image to enlarge)
Each team wants their work to be managed separately to avoid issues with overlapping, resource assignment and tracking. However, there can be dependencies among the work items.
Hence, for each team, we will have individual boards – Team A Task (or Kanban) Board, Team B Task Board, and Team C Task Board. As we have separate boards, we need to have separate filters to segregate the team-specific tasks. Each task added into the overall project plan will have custom fields associated, e.g., if the tasks are for Team A, then they will have associated custom fields.
With this background, let’s proceed and learn how these boards can be used separately by individual teams, Kanban Flow Masters (equivalent to Scrum Masters in Scrum) and Kanban Service Request Managers (equivalent to Product Owners in Scrum) to manage and track the work items.
Scale the Kanban Teams *** UPDATED ***
In our first step, we will create a Team custom field, taking the text custom field for tasks. You can create this field by going to Backlog Sheet (Task Board Sheet) tools > Format tab > Columns group > Custom Fields command > Task custom fields. It also can be done from the Gantt Chart tools.
As shown, we have taken the Text 1 task custom field and renamed it as Team. This custom field will now have a lookup table. The lookup table can be seen by clicking on the Lookup… command button, highlighted above. In the lookup table, will have four values:
Team A, for tasks assigned to Team A.
Team B, for tasks assigned to Team B.
Team C, for tasks assigned to Team B.
Unknown, for tasks not yet assigned. This will be the default value.
After you have populated the lookup table, it will appear as shown below. Do note that the default one has been highlighted in blue.
The custom field created must be associated with tasks, e.g., Team A field value will be for tasks which will be executed by Team A. Similarly, for others.
I could have used individual custom Boolean flags for three teams, but then it’s not very efficient. What happens when you have three, five, or nine teams? Are you going to add nine flags? You get the idea!
So, next we will associate these fields with the individual tasks of the Scaled Kanban Project. To associate, simply add the Team custom field as one of the columns in the view and choose the respective team, as depicted below.
While I’ve used the Backlog Sheet, you can use any other views such as Task Board Sheet, Task Board, or Gantt Chart view. The custom field won’t be available by default as a column in the tabular part of the view, hence you have to add the related column in order to associate.
Note: There will be other scaling involved with respect to the teams. The above one is with respect to the tasks, not the resources.
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In the concluding part, we will see the following:
Scaling of the Filters
Scaling of the Tables
Scaling of the Boards
Another video demonstration – hands-on, practical
Finally, we will conclude with the importance of using a hands-on, practical certification for Scaled Agile and a CIPSA certified professional.
