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Workbooks (CMMI)

You can use workbooks to track issues and triage work by assigning requirements, tasks, bugs, and issues to specific iterations, which are also referred to as sprints. By using the workbooks that are provided with the process template for MSF for CMMI Performance Improvement v5.0, you can quickly create work items and modify the rank, priority, state, and assignments of multiple work items at the same time.

In this topic

To access and use the workbooks, the following configurations must be met:

  • To access a workbook, your team project must have been provisioned with a project portal.

    Workbooks are stored on the server that hosts SharePoint Products for your team project. If a project portal has not been enabled for your team project, you cannot access the workbook. For more information, see Access a Team Project Portal and Process Guidance.

  • To open a workbook in Office Excel, you must have the Team Foundation Office Integration add-in installed on your client computer. This add-in is installed when you install any product in Visual Studio ALM. 



Review, rank, and track blocking issues. You can use the Issues workbook to review and rank problems that might block team progress. This workbook uses the Open Issues team query to list all issues that are not closed.

Rank, prioritize, and assign work. You can use the Triage workbook to rank and assign work items to be worked on for an iteration. This workbook uses the Untriaged Work Items team query to list all requirements, change requests, tasks, bugs, and issues whose Triage field is not set to Triaged.

You can open a workbook from the team project portal or by using Team Explorer.


When you open a workbook, it is connected to the server that hosts SharePoint Products for your team project. Changes that you make to the workbook must be published to the database for tracking work items. Also, you must save the workbook on the server to give other team members access to the updates.

To open a workbook by using Team Explorer

  1. Open Team Explorer, and expand your team project node.

  2. Expand the Documents node, and then expand Project Management.

  3. Right-click the workbook that you want to open, and then click Open.

  4. In the File Download dialog box, click OK.

    The workbook opens in Office Excel. Macros are automatically disabled. At the top of the workbook, the notices in the following illustration appear.

    Security and server Excel notices
  5. Click Options.

  6. In the Microsoft Office Security Options dialog box, under Macros, click Enable this content, and then click OK.

  7. Click Edit Workbook, and modify the workbook as needed.

  8. Save and close the workbook.


Related topics

Define and manage risks, issues, or impediments. You can define known or potential problems, impediments, or risks to your project by using the issue work items.

Open and track bugs. You can track code defects by using bug work items.