Thursday, 23 May 2013

HOW-TO: Add/edit a field in Team Foundation Server 2012 using Visual Studio 2012

It's been a while since I made a purely technical post...

So, today I wanted to make a change to a Microsoft Team Foundation Server 2012 (TFS2012) instance that I am working with to reflect "Actual" time spent on a task - mainly for reporting purposes, and because I have found in the past that making this minor process adjustment yields a relatively useful metric over the long-term.

I am using the Microsoft Scrum 2.1 Process Template (http://msdn.microsoft.com/en-us/library/vstudio/ff731587.aspx) for a project that I am working with. So that I don't forget how to do this (again!) I will blog-post the procedure I've used to add this field to the template as a screen-shot-based tutorial, as follows...

Before

Assuming you are familiar with the Scrum Process Template (2.1-ish) - open a task and take a look at the "Details" section, as follows:



 This is where I want my "Actual" field to show up.

Get the Power Tools

Download and install the latest version of the Microsoft Visual Studio Team Foundation Server 2012 Power Tools:

Open Work Item Type

You need the Power Tools to see this menu item:

Select the "Task" type

Make a "New " field


Set the field up as being a "Measure" that shows up in reports - if it doesn't show up in reports, frankly it's probably not going to be of much use (and most likely a hinderance).

Give the field a Field Reference name that makes sent to you and your colleagues - ideally, use the standard .NET namespace practice for your company.

If you want to jazz things up a bit or add a different type of field, you can get an idea how best to set the field up by looking at the configuration of other similarly typed fields - double click or "Edit" them to open and view.

Add the field to the UI

Associate the UI with the new field


Find the Field Reference in the DDL for the Field Name that you want to use in the UI.

Again, you can get an idea as best to set this up by looking at the configuration of other similarly typed fields in the UI hierarchy.

Save it...

After (Success!)


Open your task again and you should now find that there is an "Actual" field there, as above, ready to be used! You might need to refresh your browser before it shows.


For reporting purposes - you should also see that the "Actual" field shows up when you go to run a query now, or at least is available to be selected and reported on - as per the above image, showing the Query Editor.

Notes/caveats

Couple of caveats - this tutorial shows how to make the change directly at the server; to be safe, you might want to download the template and edit it locally, then upload it back to your TFS server. As I mentioned earlier, adding a field like this is not much use if it doesn't show up in reporting - worth reiterating.

TFS2012 (and TFS2010) Power Tools enable you to edit a range of features of the Scrum - and any other - Process Templates, including the actual associated workflow. That does not mean to say that it's a good idea to do that willy-nilly. 

These templates are the way they are because they represent the most flexible, and close to best-practice approach that the developers could get to. Any modifications you make will likely be diverting the process away from what's considered best-practice - certainly as far as Scrum is concerned for example, there's nothing in Scrum that requires the tracking of "Actual" time spent...

The "official" Scrum Guide: http://www.scrum.org/Scrum-Guides


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