Getting started with planning

Learn about agile and traditional project planning, and the processes, plan types, and tasks that support them.

About this task

Based on whether you want to follow an agile or traditional development methodology, you can create project areas that support the processes required by those methodologies.

Before you begin to work on a plan, define a timeline with iterations, team areas, and work item categories for your project. For more information, see Creating a project area, Creating a team area, and Defining categories that work items can be filed against in the web client.

The following figure shows how categories, team areas, and iteration schedules are related so that work items can be assigned to the correct team and iteration. With this relationship in place, team members can view and manage work items for the current iteration within their plan.

Figure 1. Work item categories and iteration schedules drive team assignments
The figure shows how work item categories and iteration schedules are used to populate plans with work items.

Traditional planning

In traditional planning, instead of developing in iterations as you would in agile process, you track change management in sequential phases. Team members complete each phase of a plan before beginning the next phase. To follow a traditional planning model, use the Formal Project Management process template.

About this task

The following diagram shows the process to get started with traditional planning. Click each box for more information.

Traditional planning
project flow Conceptual level information about release and phase plans. Create a plan to contain the work items that are planned for the project. Use the plan to create, assign, and track work items as needed. Allocate resources to the release and phase plans. Identify risks and create work items to track and address the risks. Assign work items to the phase plans. Create plan schedule by defining work item constraints and dependenies. Take a snapshot of the committed plan.

Agile planning

Agile development is a software design and development methodology that uses many fixed-duration development lengths, or iterations, throughout the lifecycle of the project.

video icon Watch videos

CLM playlist channel
User Education channel

learn icon Learn more

CLM learning circle
Agile learning circle
Learning circles

ask icon Ask questions forum
developerWorks forums

support icon Get support

Support Portal
Deployment wiki
Support blog