Differences

This shows you the differences between two versions of the page.

--- psl-agile-excel:manual:overview [2024/02/23 13:01] – João Saraiva
+++ psl-agile-excel:manual:overview [2024/02/23 17:14] (current) – João Saraiva
@@ Line 9: / Line 9: @@
 The common elements within the PSL-Agile interface are the following:\\ {{:psl-agile-excel:manual:common_elements.png?nolink|}}
   - **File Name (1)**: At the top of the window, you find the name of the currently opened file. This clear identification helps you keep track of your project files effortlessly.
-  - **Ribbon Interface (2)**: In the ribbon area, PSL's functionalities are neatly organised into distinct groups of commands. These groups of commands encompass General, Settings, Tools, About, and Sheet-specific categories. This grouping simplifies navigation and access to various features.
+  - **Ribbon Interface (2)**: In the ribbon area, PSL-Agile's functionalities are neatly organised into distinct groups of commands. These groups of commands encompass General, Settings, Tools, About, and Sheet-specific categories. This grouping simplifies navigation and access to various features.
   - **Central area (3)**: The central area of the interface is typically dedicated to data tables and graphical representations. These components cover various aspects of your project, providing valuable insights and enabling effective decision-making.
-  - **Worksheet tabs (4)**: The worksheet tabs are located at the bottom of the window. This list presents all the worksheets associated with the PSL template and other sheets you may have added. It offers a quick way to access and switch between different project-related sheets.
+  - **Worksheet tabs (4)**: The worksheet tabs are located at the bottom of the window. This list presents all the worksheets associated with the PSL-Agile template and other sheets you may have added. It offers a quick way to access and switch between different project-related sheets.
-The PSL user interface is designed to enhance your project management experience within the familiar environment of Microsoft Excel. Its intuitive layout ensures that you can efficiently navigate, analyse data, and perform essential tasks while maintaining a high level of security.
+The PSL-Agile user interface is designed to enhance your agile project management experience within the familiar environment of Microsoft Excel. Its intuitive layout ensures that you can efficiently navigate, analyse data, and perform essential tasks while maintaining a high level of security.
 ===== Groups of Worksheets =====
+The PSL-Agile Excel Template integrates a series of interconnected worksheets organised around the following key groups: Stakeholders and Project definition, Team, Kanban and Scrum.
+==== Stakeholders and Project Definition Worksheets ====
+**Stakeholder.Organizations**: Sheet to manage information related to the organisations involved in your project; this includes defining details such as organisation name, role type in the project (e.g., Customer, Performing), domain (e.g., Engineering, Consulting), email, and other contact information.\\
+**Stakeholder.People**: Sheet to manage information related to the people involved in your project; this includes defining details such as person name, associated organisation, role type in the project (e.g., Sponsor, Project Manager, Team Leader, Team Member), academic level, email, and other contact information.\\
+**ProjectDefinition**: Sheet to define the general properties of your project, including the project name and acronym, classification of the project (types), entities involved, time and cost constraints, purpose, business benefits and project success criteria, success factors, and other general information.
+==== Team Worksheet ====
+**Team**: Sheet to define and manage the project team(s). You can assign project roles and contact details for each team member, ensuring clear communication and collaboration. You can also define several teams, associate individuals with different teams, and define report-to relationships to express communication channels explicitly between team members.\\
+**TeamAnalyzer (Premium)**: Sheet that allows you to track the progress of the work and gain valuable insights into your team's performance.
+==== Kanban Worksheets ====
+**Kanban**: Sheet that supports applying the Kanban approach for visualising and managing your project's workflow. You can add tasks, set priorities, and move tasks through different stages to streamline work.\\
+**KanbanAnalyzer (Premium)**: This sheet allows you to track the progress of the work and gain valuable insights into your team's performance based on the Kanban approach.
+==== Scrum Worksheets ====
+**Product Backlog**: Sheet for maintaining a prioritised list of product items (i.e., features, enhancements, user stories, or bugs). You can define, rank, and track these product items as they evolve.
+Sprint Backlog: Sheet to plan and track the work for each sprint based on a list of task items. This backlog helps you add tasks, estimate effort, assign team members, and track the progress within individual sprints.\\
+**Sprint History**: Sheet that keeps a historical record of concluded sprints. You can capture details about each sprint, such as start and end dates, planned and completed tasks, and respective performance metrics.\\
+**SprintAnalyzer (Premium)**: This sheet lets you visualise the sprint progress and gain valuable insights into your team's performance based on the Scrum approach.
 ===== Ribbon Tab and Action Groups =====
+{{:psl-agile-excel:manual:ribbon_tab_and_action_groups.png?nolink|}}\\
+PSL-Agile Excel Template provides several commands or actions seamlessly integrated into the PSL-Agile ribbon tab (1). These actions are intuitively organised into specific groups to streamline your experience (2). Some actions are tailored to specific worksheets, while others remain accessible regardless of the current worksheet.
+==== General ====
+**Save**: Command to save your file, i.e., the project data, ensuring that your progress is preserved.\\
+**Save As**: Command to save a copy of your project data with a different file name or in an alternative location.\\
+**Define Sheets Visibility**: Command that allows you to select the sheets visible within your workbook and focus only on these specific sheets when needed.
+==== Settings ====
+**General Settings**: Command that allows fine-tuning configuration options to tailor the template to specific project's requirements.\\
+**Add new line to table**: Command allows adding a new line to the bottom of the current table.
+==== Advanced Tools ====
+**Update Organization Logo (Premium)**: Command that allows customising the template's appearance by updating your organisation or project's logo and applying it to all the worksheets, thus providing a personalised touch.\\
+**Clean Sheets Content (Premium)**: Command that allows cleaning the contents of selected sheets, offering a clean status for these sheets if required. (This action shall be used with caution).\\
+**Export Data**: Command to export the PSL-Agile data into an MS-Excel file without macros (i.e., a .xlsx file), thus facilitating reporting, analysis, and sharing with stakeholders that do not have the PSL-Agile template.\\
+**Generate Documents (Premium)**: Tool that automates the process of creating project-related documents (e.g., in MS-Word or MS-Powerpoint formats), enhancing efficiency and consistency.
+==== About ====
+**About**: This command gives information about the PSL-Agile template, including version details and credits.\\
+**Help**: Command that provides guidance and assistance on how to use the PSL-Agile template effectively.\\
+**License**: Command that allows reviewing the licensing information and terms associated with using the PSL-Agile template. Furthermore, from this user form, you may **Upgrade to Premium Version**.\\
+**Upgrade to Premium Version**: Command that allows to upgrade from a free to a premium license for additional advanced features.
+==== Sheet-Specific Options ====
+Each sheet within the PSL-Agile template may include sheet-specific actions tailored to its purpose. These actions may include features like adding table lines, generating item IDs, and configuring and generating charts or visualisations for each specific sheet.
+The PSL-Agile empowers project teams with a comprehensive suite of tools and features, accommodating different agile methodologies, including Kanban and Scrum. Its user-friendly interface and flexible customisation options position it as an invaluable resource for efficient project management and collaborative teamwork.