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Creating an Iteration

Iterations are a key component for agile teams in planning out work capacity. Workfront allows agile teams to manage their work by creating multiple iterations to accommodate their needs.

Understanding How Task Start Dates Are Calculated When Added to an Iteration

When you add stories (tasks) to an iteration, the Must Finish On task constraint is used for each story. In most cases, the planned start date of the task is calculated based on the following formula:

Iteration End Date minus (-) Task Duration equals (=) Task Planned Start Date

The Project End Date is used instead of the Iteration End Date if the project start date is after the iteration start date, and the project end date is after the iteration end date.

Setting a task's Planned Completion Date when it is added to the iteration:

-Project End Date is used when the project start date is after the iteration start date, and the project end date is after the iteration end date. Otherwise, the Iteration End Date is used.

Setting a task's Planned Start Date when it is added to the iteration:

-Iteration Start Date is used when the iteration start date is after the project start date.

Creating an Iteration

  1. Navigate to an agile team on the teams page.  If you do not have an agile team in place, you need to create one.
  2. Select the Backlog tab, then click Plan Iteration.

  3. Specify a name, start, and end date for the iteration. Goal is optional. 
    When setting the end date, select a working day as the end date for the iteration because the burndown chart uses only working days when calculating the burndown.
    By default, the burndown chart uses the default schedule to define working days (as described in "Creating Default Schedules"). Or, to incorporate team-specific non-working days, agile teams can choose to use an alternate schedule (as described in"Defining an Alternate Team Schedule for Burndown Charts" in "Creating and Managing Agile Teams").

  4. Set the Focus % for the team. 
  5. Input the capacity for the iteration. Capacity looks at the points or hours associated with each story.

  6. Select the stories to add to the iteration. The stories at the top of the Backlog are higher priority. Stories are highlighted in green when they fit in the capacity; they are highlighted in red if they do not. 
    When you add stories (tasks) to an iteration, the start date of the task is calculated as described in "Understanding How Task Start Dates Are Calculate When Added to an Iteration."

  7. Click Save.
    The iteration is generated and a storyboard is displayed.

Understanding How Iterations Are Referenced in the My Work Area

If a work item in the My Work area is a story on an iteration, the iteration name is displayed on the list instead of the project name.

For more information about using the My Work area, see "My Work."