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psl-agile-excel:manual:project-setup [2024/02/23 15:33] João Saraivapsl-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 "General Settings" (available from "PSL-Agile | Settings") allows you to fine-tune general configuration options to align the template with your project's requirements. That dialog box enables you to define parameters that influence your project's operation:\\ {{:psl-agile-excel:manual:define_general_settings.png?nolink&300|}}\\ +The command "General Settings" (available from "PSL-Agile | Settings") allows you to fine-tune general configuration options to align the template with your project's requirements. That dialog box enables you to define parameters that influence your project's operation:\\ {{:psl-agile-excel:manual:define_general_settings.png?nolink&400|}}\\ 
-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's start and end dates to establish the project timeline.\\ Start Date and End Date: Enter the project's start and end dates to establish the project timeline.\\
 Project Management Framework: Select your preferred project management approach: Scrum or Kanban.\\ Project Management Framework: Select your preferred project management approach: Scrum or Kanban.\\
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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, e.g., Research, System Development, Sales and Marketing, or Training.\\  +Project Type: Select the type of project you are undertaking, e.g., Research, System Development, Sales and Marketing, or Training.\\ 
-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, Consulting, Health, Finance and Banking. Application Domain: Identify the domain or industry of your project, e.g., Engineering, Consulting, Health, Finance and Banking.
  
 === Entities Involved === === Entities Involved ===
  
-For each line of the table "Entities Involved" you may add:\\  +For each line of the table "Entities Involved" you may add:\\ 
-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: Select the organisation participating in the project with the previously selected type. The chosen organisation shall be previously entered in the StakeholdersOrganizations sheet.\\  +Organisation: Select the organisation participating in the project with the previously selected type. The chosen organisation shall be previously entered in the StakeholdersOrganizations sheet.\\ 
-Sponsor: Select the project's sponsor from that respective organisation. The selected person shall be entered previously in the StakeholdersPeople sheet and assigned to that individual organisation.\\ +Sponsor: Select the project's sponsor from that respective organisation. The selected person shall be entered previously in the StakeholdersPeople sheet and assigned to that individual organisation.\\
 Project Manager: Select the project's project manager from that respective organisation. The selected person shall be previously entered in the StakeholdersPeople sheet and assigned to that individual organisation. Project Manager: Select the project's project manager from that respective organisation. The selected person shall be previously entered in the StakeholdersPeople sheet and assigned to that individual organisation.
  
 === 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-Agile calculates and shows the variance between planned and actual dates. Variance (WorkDays): The PSL-Agile calculates and shows the variance between planned and actual dates.
  
 === Cost === === Cost ===
  
-Planned: Enter the planned total cost and income tax of the project.\\ +{{:psl-agile-excel:manual:cost.png?nolink&500|}}\\ 
 +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-Agile calculates and shows the planned and actual suggested price and project profit.\\ Actual: Enter the actual total cost and income tax of the project. The PSL-Agile calculates and shows the planned and actual suggested price and project profit.\\
 Variance: The PSL-Agile calculates and shows the variance between planned and actual costs and income tax.  Variance: The PSL-Agile calculates and shows the variance between planned and actual costs and income tax. 
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 === Executive Summary === === Executive Summary ===
  
 +{{:psl-agile-excel:manual:executive_summary.png?nolink&600|}}\\
 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.
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 === Business Benefits, Success Criteria, and Success Factors === === Business Benefits, Success Criteria, and Success Factors ===
  
 +{{:psl-agile-excel:manual:business_benefits.png?nolink&600|}}\\
 Business Benefits: Enter the business benefits of the project, including descriptions, logical expressions, and associated values.\\ Business Benefits: Enter the business benefits of the project, including descriptions, logical expressions, and associated values.\\
 Success Criteria: Define the success criteria for the project, including descriptions, logical expressions, and associated values.\\ Success Criteria: Define the success criteria for the project, including descriptions, logical expressions, and associated values.\\
 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 "ProjectDefinition" sheet, offering a clear and structured foundation for your project management journey.+This comprehensive project setup ensures that all the parameters are defined and organised within the "ProjectDefinition" sheet, offering a clear and structured foundation for your agile project management journey.
psl-agile-excel/manual/project-setup.1708702398.txt.gz · Last modified: 2024/02/23 15:33 by João Saraiva

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