psl-excel:manual:advanced-tools
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psl-excel:manual:advanced-tools [2024/02/19 12:10] – Alberto Silva | psl-excel:manual:advanced-tools [2024/02/23 10:14] (current) – João Saraiva | ||
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The PSL Excel Template provides advanced tools, including extended functionality and flexibility to streamline project management processes, which are available from "PSL | Tools" | The PSL Excel Template provides advanced tools, including extended functionality and flexibility to streamline project management processes, which are available from "PSL | Tools" | ||
- | ===== Clean Sheets Content (Premium) ===== | + | ===== Clean Sheets Content (Premium) ===== |
The command "Clean Sheets Content" | The command "Clean Sheets Content" | ||
- | ===== Update Logo (Premium) ===== | + | ===== Update Logo (Premium) ===== |
- | The command " | + | |
- | ===== Export Data ===== | + | The command " |
- | The Export Data tool allows you to extract and export project-related data from the template for various purposes. Whether you need to share project progress with stakeholders, | + | |
- | \\ | + | ===== Export Data ===== |
- | Here's how it works:\\ | + | |
+ | {{: | ||
+ | The Export Data tool allows you to extract and export project-related data from the template for various purposes. Whether you need to share project progress with stakeholders, | ||
+ | |||
+ | Here's how it works: | ||
* **Select Data**: Choose the specific data you want to export. The tool provides options to select data from various worksheets, including Project definition, Team, Kanban, Scrum, and more. | * **Select Data**: Choose the specific data you want to export. The tool provides options to select data from various worksheets, including Project definition, Team, Kanban, Scrum, and more. | ||
* **Export Format**: Select the desired export format, such as plain Excel or CSV, based on your needs and the intended use of the exported data. | * **Export Format**: Select the desired export format, such as plain Excel or CSV, based on your needs and the intended use of the exported data. | ||
+ | |||
With the Export Data tool, you can share project information in the format that suits your audience best, making communication and collaboration more efficient. | With the Export Data tool, you can share project information in the format that suits your audience best, making communication and collaboration more efficient. | ||
- | ===== Generate Document (Premium) ===== | + | ===== Generate Document (Premium) ===== |
- | The Generate Document tool is valuable for creating project-related documents and reports directly from the template. It simplifies generating standardised documents, such as project reports, status updates, or documentation for compliance purposes. Here's how you can make the most of this tool:\\ | + | |
+ | The Generate Document tool is valuable for creating project-related documents and reports directly from the template. It simplifies generating standardised documents, such as project reports, status updates, or documentation for compliance purposes. Here's how you can make the most of this tool: | ||
* **Document Templates**: | * **Document Templates**: | ||
- | * **Data Integration**: | + | * **Data Integration**: |
* **Document Automation**: | * **Document Automation**: | ||
* **Export Options**: Choose from various export options, such as Word, Powerpoint or Excel, to ensure compatibility with different platforms and recipients. | * **Export Options**: Choose from various export options, such as Word, Powerpoint or Excel, to ensure compatibility with different platforms and recipients. | ||
- | The Generate Document tool saves you time and effort and ensures consistency and accuracy in your project documentation. It's a powerful tool for creating professional, | + | |
- | \\ | + | The Generate Document tool saves you time and effort and ensures consistency and accuracy in your project documentation. It's a powerful tool for creating professional, |
These advanced tools are designed to improve your project management experience within the PSL Excel Template. They provide additional capabilities to help you streamline workflows, improve data management, and enhance project reporting and communication. | These advanced tools are designed to improve your project management experience within the PSL Excel Template. They provide additional capabilities to help you streamline workflows, improve data management, and enhance project reporting and communication. |
psl-excel/manual/advanced-tools.1708344604.txt.gz · Last modified: 2024/02/19 12:10 by Alberto Silva