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psl-agile-excel:manual:overview [2024/02/23 14:30] – [Settings] João Saraivapsl-agile-excel:manual:overview [2024/02/23 17:14] (current) João Saraiva
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 ===== Groups of Worksheets ===== ===== Groups of Worksheets =====
  
-The PSL Excel Template integrates a series of interconnected worksheets organised around the following key groups: Stakeholders and Project definition, Team, Kanban and Scrum.+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 ==== ==== 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. **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.
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 **Save**: Command to save your file, i.e., the project data, ensuring that your progress is preserved.\\ **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.+**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. **Define Sheets Visibility**: Command that allows you to select the sheets visible within your workbook and focus only on these specific sheets when needed.
  
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 ==== Advanced Tools ==== ==== 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.\\  +**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).\\  +**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 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 template.\\ +**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. **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 ====
  
-**About**: This command gives information about the PSL template, including version details and credits.\\  +**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 template effectively.\\  +**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 template. Furthermore, from this user form, you may Upgrade to Premium Version, which license includes additional advanced features.\\ +**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. **Upgrade to Premium Version**: Command that allows to upgrade from a free to a premium license for additional advanced features.
  
 ==== Sheet-Specific Options ==== ==== Sheet-Specific Options ====
  
-Each sheet within the PSL 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.+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 empowers project teams with a comprehensive suite of tools and features, accommodating different traditional or agile methodologies. Its user-friendly interface and flexible customisation options position it as an invaluable resource for efficient project management and collaborative teamwork.+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.
  
psl-agile-excel/manual/overview.1708698639.txt.gz · Last modified: 2024/02/23 14:30 by João Saraiva

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