Project Master

User Guide

Project Master is a dashboard for viewing IT project schedules, resource assignments, and capacity data. Project data syncs automatically from Azure DevOps.

URL: resourcescheduler.z19.web.core.windows.net/scheduler.html

Sign in with your Streck Microsoft account. The app opens to the Schedule tab by default.

Schedule People Milestones Portfolio Executive Insights Azure App Costs Header Controls Keyboard Shortcuts Tips How ADO Data Flows In

Schedule Tab

The main view showing all IT projects on a Gantt-style timeline.

Filters

Use the filter bar at the top to narrow what's shown:

Project Table

Each row shows a project. Click a column header to sort.

ColumnDescription
ProjectProject name — click to open details
PriPriority (1 = highest)
CategoryActive, New, On Hold, or Closed
HealthOn Track, At Risk, or Off Track
StartStart date
TargetTarget date
ADO %Work item completion percentage from ADO

Use the Columns button in the filter bar to show or hide columns.

Gantt Chart

To the right of the table is a timeline visualization:

Timeline Controls

Project Details

Click any project name to open a detail panel showing:

Dates & Status

Start date, target date, duration, state, priority, health, project manager

ADO Info

Area path, link to open the project directly in Azure DevOps

Assignments

Who is assigned, their allocation percentage, and date ranges

Milestones

Milestone names, health status, dates, and story completion counts

Capacity Impact

Monthly utilization per assigned person, color-coded green / yellow / red

ADO Progress

Total work items, active/closed/new counts, and a progress bar

People Tab

A capacity heatmap showing each person's monthly utilization across all assigned projects.

Reading the Heatmap

Each row is a person; each column is a month. The number in each cell is their total utilization percentage.

ColorRangeMeaning
67%Under 80%Healthy capacity
92%80 – 100%Near capacity
115%Over 100%Over-allocated

An alert banner at the top lists anyone currently over-allocated.

Controls

Person Details

Click a person's name to see:

Milestones Tab

A table of all project milestones with filters for Project, Health, and Team.

Each row shows: milestone title, parent project, team, health status, start/target dates, and story completion progress.

Click a row to jump to that project's detail panel.

Portfolio Tab

A sortable, filterable table of all projects with a broader set of columns than the Schedule tab.

Filters

Columns

Project, Team, State, Health, PM, Start, Target (flagged if overdue), Progress %, Priority, and Milestone counts. Click any column header to sort.

Executive Tab

A high-level dashboard summarizing portfolio health at a glance.

Health Summary

Count of active projects by health status

Category Breakdown

Projects by state: Active, New, On Hold, Closed

Resource Utilization

Average utilization across all people

Over-Allocated

People assigned beyond 100% and which months

Upcoming Milestones

Next 8 milestones due (not yet complete)

At-Risk Projects

Active projects flagged At Risk or Off Track

Overdue Projects

Projects past their target date

Approaching Deadline

Projects due within the next 30 days

Recently Shipped

Projects closed in the last 30/90 days

Capacity Forecast

Average utilization: current month + next 2

Insights Tab

AI-generated observations about the project portfolio, refreshed periodically.

Categories

Severity Levels

Use the filter pills and severity dropdown to focus on what matters. Click an insight row to jump to the related project.

Azure App Costs Tab

Shows Azure resource costs for IT applications.

ControlWhat It Does
Search boxSearch projects or people across all tabs
Sync ADOManually trigger a fresh data pull from Azure DevOps
Theme toggleSwitch between light and dark mode
Sign outEnds your session
Data syncs automatically from ADO when it's more than an hour stale, so you generally don't need to click Sync ADO unless you want the very latest data.

Keyboard Shortcuts

KeyAction
1Switch to Schedule tab
2Switch to People tab
SSync from ADO
EscClose the detail panel
Navigate between project rows (Schedule tab)

How ADO Data Flows In

Project Master pulls project data from Azure DevOps automatically. Here's how ADO structures map to what you see in the app.

Team Projects

The sync queries 8 ADO team projects: Streck, LabVantage, CRM, SyteLine, DataWarehouse, Reliance, Streck Sites, and Intake.

Area Paths → Projects

Each "project" in the scheduler corresponds to an AreaLevel2 path in ADO — the second level of the area hierarchy. For example, in the Streck team project, the area path Streck\Statslink becomes the "Statslink" project in the scheduler.

The unique key for each project is the combination of team project and area name, like Streck\Statslink or CRM\CRM Upgrade.

Certain area paths are automatically excluded: General Support, Archived, and any areas starting with ADO. Admins can exclude additional areas from Settings.

The Project Work Item

Each project in ADO has a Project work item type (a custom WIT). The sync queries all Project WITs and matches them to their AreaLevel2 path. From each Project WI, the scheduler pulls:

ADO FieldShows Up As
System.StateCategory (Active, New, On Hold, Closed)
Microsoft.VSTS.Common.PriorityPriority (1–4)
Custom.ProjectScheduleHealthHealth (On Track, At Risk, Off Track)
Microsoft.VSTS.Scheduling.StartDateStart Date
Microsoft.VSTS.Scheduling.TargetDateTarget Date
Microsoft.VSTS.Common.ClosedDateClosed Date
System.AssignedToProject Manager
Custom.ApplicationNameApplication

Progress & Work Item Counts

For each area path, the sync also counts all child work items (Epics, Features, User Stories, Issues, Bugs, Tasks) grouped by state:

The ADO % column is calculated from story points when available (closed points / total points). If no story points are estimated, it falls back to a simple item count ratio (closed / total).

People

The list of people in the scheduler comes from work item assignments — anyone with an Assigned To on a work item under a project's area path is included. Team membership APIs are not used; only actual assignment data drives the people list.

Milestones

Milestones are a separate ADO work item type (Milestone). The sync pulls all Milestones, matches them to their AreaLevel2 path, and fetches their child item counts via hierarchy links. The health field comes from Custom.MilestoneHealth.

Sync Timing

The sync runs automatically when you open the app and the data is more than an hour old. You can also trigger it manually with the Sync ADO button. A typical sync makes ~20 API calls to ADO and takes a few seconds.

Only ADO-sourced fields are overwritten on each sync. Admin-managed fields like assignments, allocation percentages, notes, and resource configuration are preserved across syncs.

Tips