Advanced Tools

The PSL Excel Template provides advanced tools, including extended functionality and flexibility to streamline project management processes, which are available from “PSL | Tools”.

The command “Clean Sheets Content” (available from “PSL | Tools”) is a premium feature that allows you to delete the contents of selected sheets, providing a clean state for new data if needed. This feature ensures that you can start afresh with updated information when necessary. For example, this action is practical when you need to delete the content of some sheets and start in a clean state.

The command “Update Logo” (available from “PSL | Tools”) is a premium feature that allows to personalise the template's appearance by uploading your organisation or project's logo and applying it to all the worksheets. The logo must be an image file in a format like gif, bmp, jpg or tif. This customisation adds a professional touch to your PSL files.

The Export Data tool allows you to extract and export project-related data from the template for various purposes. Whether you need to share project progress with stakeholders, collaborate with external partners, or perform in-depth data analysis, this tool seamlessly empowers you to export your project data in a structured format.

Here's how it works:

• Select Data: Choose the specific data you want to export. The tool provides options to select data from various worksheets, including Project definition, Team, Kanban, Scrum, and more.
• Export Format: Select the desired export format, such as plain Excel or CSV, based on your needs and the intended use of the exported data.

With the Export Data tool, you can share project information in the format that suits your audience best, making communication and collaboration more efficient.

The Generate Document tool is valuable for creating project-related documents and reports directly from the template. It simplifies generating standardised documents, such as project reports, status updates, or documentation for compliance purposes. Here's how you can make the most of this tool:

• Document Templates: Customise document templates to match your organisation's branding and style. You can create templates for various documents, including project reports, stakeholder briefs, and more.
• Data Integration: Seamlessly integrate project data into your document templates. This feature allows you to pull real-time data from the template's worksheets and incorporate it into your documents, ensuring that your reports are always accurate and up to date.
• Document Automation: Automate the document generation process by setting up predefined triggers or schedules. For example, you can schedule the tool to generate a weekly project status report every Friday.
• Export Options: Choose from various export options, such as Word, Powerpoint or Excel, to ensure compatibility with different platforms and recipients.

The Generate Document tool saves you time and effort and ensures consistency and accuracy in your project documentation. It's a powerful tool for creating professional, data-driven reports that help you communicate project progress effectively.

These advanced tools are designed to improve your project management experience within the PSL Excel Template. They provide additional capabilities to help you streamline workflows, improve data management, and enhance project reporting and communication.