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--- psl-agile-excel:manual:overview [2024/02/23 13:35] – João Saraiva
+++ psl-agile-excel:manual:overview [2024/02/23 17:14] (current) – João Saraiva
@@ Line 17: / Line 17: @@
 ===== Groups of Worksheets =====
-The PSL Excel Template integrates a series of interconnected worksheets organised around the following key groups: Stakeholders, Integration, Scope, Schedule, Resources, Cost, Communication, Quality, Risk, and Procurement.
+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 Worksheets ====
+==== 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.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.
+**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.
-==== Integration Worksheets ====
+==== Team Worksheet ====
-**Integration.Project**: 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**: 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.\\
-**Integration.Charter**: Sheet to visualize and print the project charter with the main properties and description 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.\\
+**TeamAnalyzer (Premium)**: Sheet that allows you to track the progress of the work and gain valuable insights into your team's performance.
-**Integration.Requirements**: Sheet to manage information related to the technical requirements of your project or the deliverables produced by the project; this includes defining details such as the name, type, priority, description, and status of each requirement, as well as who defined and when it was defined.\\
-**Integration.Issues**: Sheet to manage information related to the issues of your project or the deliverables produced by the project. This includes defining details such as the name, type (e.g., bug, enhancement, change, problem), priority, description, and status of each issue, as well as who and when it was opened, validated, and closed.
-==== Scope Worksheets ====
+==== Kanban Worksheets ====
-**Scope.WBS**: Sheet for defining the WBS (work breakdown structure) of the project and automatically generate the WBS graph (for the premium version). Each element of the WBS has a name, hierarchical level, type (e.g., project, phase, work package), and description.\\
+**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.\\
-**Scope.Milestones**: Sheet for defining the project milestones. Each milestone has a name, type, dates, description, and shall be assigned to one element of the WBS, usually assigned to a work package. It is possible to automatically generate a timeline graph with the involved milestones (premium version).\\
+**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.
-**Scope.Deliverables**: Sheet for defining the project deliverables. Each deliverable has a name, type (e.g., documentation, software application), dates, description, and shall be assigned to one element of the WBS, usually assigned to a work package. It is possible to automatically generate a timeline graph with the involved deliverables (premium version).
-==== Schedule Worksheet ====
+==== 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.
-**Schedule (Premium)**: Sheet that allows you to define and configure the schedule of your project based on a Gantt chart. You may manage a table of tasks organized hierarchically with the following properties: id, name, hierarchical level, type (e.g., project, phase, work package, activity, milestone), planned or actual start and end dates, planned or actual durations, predecessors, and predecessor types (e.g., Finish-to-Start, Start-to-Start, Finish-to-Finish, Start-to-Finish).
+===== Ribbon Tab and Action Groups =====
-==== Resources Worksheets ====
+{{: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 ====
-**Resource.Resources**: Sheet for defining the resources of the project. Each resource has a name, type (e.g., human resource, travel, equipment, service, material, capital), person and organization associated, and description.\\
+**Save**: Command to save your file, i.e., the project data, ensuring that your progress is preserved.\\
-**Resource.OBS**: Sheet for defining the project organization (OBS, organization breakdown structure). Each OBS element has a name, type (e.g., organization, organizational unit, person, team, external system), role (e.g., project manager, team leader, team member), organization associated, part-of and reports-to relationships, and description. Based on that information and the defined relationships It is possible to automatically generate the OBS graph (premium version).\\
+**Save As**: Command to save a copy of your project data with a different file name or in an alternative location.\\
-**Resource.RAM**: Sheet for defining the project responsibility assignment matrix (RAM). The structure of the matrix (i.e., its lines and columns) is automatically created from the information defined previously in the WBS and OBS sheets. You only need to define for each work package the participants involved and respective responsibilities (using some predefined set of responsibilities).
+**Define Sheets Visibility**: Command that allows you to select the sheets visible within your workbook and focus only on these specific sheets when needed.
-==== Cost Worksheet ====
+==== Settings ====
-**Cost.Budget**: Sheet that allows you to define and configure the budget of your project. You may manage a table of cost items with the following information: id, name, type (e.g., human resource, equipment, travel), cost rate, measure, unit (e.g., hours, days, months) and then number of units and total cost per year. You may define a budget for a multi-year period.
+**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.
-==== Communication Worksheet ====
+==== Advanced Tools ====
-**Communication.Flows**: Sheet that allows you to define the communication plan of your project by defining the flow of the main deliverables. You may define for each deliverable who is the owner (i.e., responsible to send it) and the audience, when it should send, and by which medium (e.g., in a face-to-face meeting, conference call, by email).
+**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.
-==== Quality Worksheet ====
+==== About ====
-**Quality.Deliverables**: Sheet that allows you to define the quality plan for the project deliverables. You may define for each deliverable several acceptance criteria with a name, description, considered metric (as previously defined in the sheet .confUser.Metrics), and a logical expression based on that metric, if relevant.
+**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.
-==== Risk Worksheet ====
+==== Sheet-Specific Options ====
-**Risk.Risks**: Sheet that allows you to define and manage the project risks. For each risk you may define the following aspects: risk identification (including risk id, name, type, and description), risk assessment (with probability, consequence, and impact level), and risk treatment (with treatment type, measure, and owner).
+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.
-==== Procurement Worksheet ====
-**Procurement.Contracts**: Sheet that allows you to define and manage the project contracts established with external suppliers and consultants. For each contract you may define the name, type (e.g., fix-price, time, and material), the supplier organization and responsible person, the planned start and end dates, and the estimated and paid cost.
-===== Ribbon Tab and Action Groups =====
+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.