psl-agile-excel:manual:project-setup
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psl-agile-excel:manual:project-setup [2024/02/23 15:28] – [Define Sheets Visibility] João Saraiva | psl-agile-excel:manual:project-setup [2024/02/23 17:15] (current) – João Saraiva | ||
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==== Define General Settings ==== | ==== Define General Settings ==== | ||
- | The command " | + | The command " |
- | Project Name: Enter the official name of your project.\\ | + | Project Name: Enter the official name of your project.\\ |
- | Project Acronym: Enter the acronym or abbreviation of your project.\\ | + | Project Acronym: Enter the acronym or abbreviation of your project.\\ |
- | Start Date and End Date: Enter the project' | + | Start Date and End Date: Enter the project' |
+ | Project Management Framework: Select your preferred project management approach: Scrum or Kanban.\\ | ||
+ | Scrum -- Current Sprint: Enter the current sprint number.\\ | ||
+ | Scrum -- Sprint Duration (d): Enter the duration of each sprint in days.\\ | ||
+ | Scrum -- Project Roles Assigned to Tasks: Select the roles assigned to tasks within your project.\\ | ||
+ | Scrum -- Product Backlog -- Item Priority Type: Select the type of priority for classifying each product backlog item, either "Level (VLow to VHigh)" | ||
+ | Kanban -- WIP (Work in Progress) Enter the number of tasks for WIP limit. | ||
===== Project-specific Setup ===== | ===== Project-specific Setup ===== | ||
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=== Project identification === | === Project identification === | ||
- | Project Acronym: Enter the acronym or abbreviation of your project.\\ | + | Project Acronym: Enter the acronym or abbreviation of your project.\\ |
- | Project Name: Enter the official name of your project.\\ | + | Project Name: Enter the official name of your project.\\ |
- | Project Status: Select the progress status of your project, e.g., Not Planned, Planned, On Progress, Concluded.\\ | + | Project Status: Select the progress status of your project, e.g., Not Planned, Planned, On Progress, Concluded.\\ |
Version: Enter the current project version or iteration. | Version: Enter the current project version or iteration. | ||
=== Project classification === | === Project classification === | ||
- | Project Type: Select the type of project you are undertaking, | + | Project Type: Select the type of project you are undertaking, |
- | Nationality Type: Identify the nationality type of the project, e.g., National, International.\\ | + | Nationality Type: Identify the nationality type of the project, e.g., National, International.\\ |
Application Domain: Identify the domain or industry of your project, e.g., Engineering, | Application Domain: Identify the domain or industry of your project, e.g., Engineering, | ||
=== Entities Involved === | === Entities Involved === | ||
- | For each line of the table " | + | For each line of the table " |
- | Type: Select the type of entity involved, e.g., Customer, Performing, Sub-Contractor.\\ | + | Type: Select the type of entity involved, e.g., Customer, Performing, Sub-Contractor.\\ |
- | Organisation: | + | Organisation: |
- | Sponsor: Select the project' | + | Sponsor: Select the project' |
Project Manager: Select the project' | Project Manager: Select the project' | ||
=== Time === | === Time === | ||
- | Planned dates: Enter the planned start and end dates for your project.\\ | + | Planned dates: Enter the planned start and end dates for your project.\\ |
- | Actual dates: Enter the actual start and end dates for your project.\\ | + | Actual dates: Enter the actual start and end dates for your project.\\ |
- | Variance (WorkDays): The PSL calculates and shows the variance between planned and actual dates. | + | Variance (WorkDays): The PSL-Agile |
=== Cost === | === Cost === | ||
- | Planned: Enter the planned total cost and income tax of the project.\\ | + | {{: |
- | Actual: Enter the actual total cost and income tax of the project. The PSL calculates and shows the planned and actual suggested price and project profit.\\ | + | Planned: Enter the planned total cost and income tax of the project.\\ |
- | Variance: The PSL calculates and shows the variance between planned and actual costs and income tax. | + | Actual: Enter the actual total cost and income tax of the project. The PSL-Agile |
+ | Variance: The PSL-Agile | ||
=== Executive Summary === | === Executive Summary === | ||
+ | {{: | ||
Purpose - Why: Enter the purpose and objectives of the project.\\ | Purpose - Why: Enter the purpose and objectives of the project.\\ | ||
Purpose - What: Enter a summary of the project scope to achieve. | Purpose - What: Enter a summary of the project scope to achieve. | ||
Line 64: | Line 72: | ||
=== Business Benefits, Success Criteria, and Success Factors === | === Business Benefits, Success Criteria, and Success Factors === | ||
+ | {{: | ||
Business Benefits: Enter the business benefits of the project, including descriptions, | Business Benefits: Enter the business benefits of the project, including descriptions, | ||
Success Criteria: Define the success criteria for the project, including descriptions, | Success Criteria: Define the success criteria for the project, including descriptions, | ||
Success Factors: Identify key success factors for the project. | Success Factors: Identify key success factors for the project. | ||
- | This comprehensive project setup ensures that all the parameters are defined and organised within the " | + | This comprehensive project setup ensures that all the parameters are defined and organised within the " |
psl-agile-excel/manual/project-setup.1708702105.txt.gz · Last modified: 2024/02/23 15:28 by João Saraiva