How to: Change Project Structure and Iterations in Microsoft Excel

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You can change the project structure of your team project from Microsoft Excel. The project structure defines the number of areas a team project has, as well as the hierarchical relationship among them.

You also can change the number of iterations a team project goes through, and change the steps that make up each iteration. As the needs of the project change, you can change the project structure or iterations to meet the steps in your product life cycle.

Required Permissions

To perform these procedures, you must be a member of the Project Administrators group or have the Create and order child nodes, Delete this node, and Edit this node permissions set to Allow. For more information, see Team Foundation Server Permissions.

To modify the team project structure in Microsoft Excel

  1. In Microsoft Excel, open the team project.

    For more information, see How to: Connect to Team Foundation from Microsoft Excel or Microsoft Project.

  2. On the Team tab, in the Work Items group, click Edit Areas and Iterations.

    Note

    In Microsoft Office Excel 2003, use the Team menu.

  3. In the Edit Areas and Iterations dialog box, click the Area tab.

  4. Use the toolbar buttons to make changes to the project structure:

    • Click the Add a child node button to add a new node under the currently selected node.

    • Click the Delete node button to delete the currently selected node.

    • Click the Move a node up amongst its siblings button to promote the currently selected node higher in the tree.

    • Click the Move a node down amongst its siblings button to demote the currently selected node lower in the tree.

    • Click the Make the selected node a sibling of its parent button to make the currently selected node a child of the node immediately above it.

    • Click the Make the selected node a child of its preceding sibling button to make the currently selected node a peer of the node immediately above it.

  5. Click Close.

To modify the team project iterations in Microsoft Excel

  1. In Microsoft Excel, open the team project.

    For more information, see How to: Connect to Team Foundation from Microsoft Excel or Microsoft Project.

  2. On the Team tab, in the Work Items group, click Edit Areas and Iterations.

    Note

    In Microsoft Office Excel 2003, use the Team menu.

  3. In the Edit Areas and Iterations dialog box, click the Iteration tab.

  4. Use the toolbar buttons to make changes to the iterations:

    • Click the Add a child node button to add a new node under the currently selected node.

    • Click the Delete node button to delete the currently selected node.

    • Click the Move a node up amongst its siblings button to promote the currently selected node higher in the tree.

    • Click the Move a node down amongst its siblings button to demote the currently selected node lower in the tree.

    • Click the Make the selected node a sibling of its parent button to make the currently selected node a child of the node immediately above it.

    • Click the Make the selected node a child of its preceding sibling button to make the currently selected node a peer of the node immediately above it.

  5. Click Close.

See Also

Tasks

How to: Change Project Structure and Iterations in Microsoft Project