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psl-excel:manual:overview [2024/02/23 15:20] – [About] João Saraivapsl-excel:manual:overview [2024/02/23 17:10] (current) – João Saraiva
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 ==== Stakeholders Worksheets ==== ==== Stakeholders 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.
  
 ==== Integration Worksheets ==== ==== Integration Worksheets ====
  
-**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.\\  +**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.\\ 
-**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.\\  +**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.\\ 
-**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.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. **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 ==== ==== Scope 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.\\  +**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.\\ 
-**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).\\ +**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).\\
 **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). **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).
  
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 ==== Resources Worksheets ==== ==== Resources Worksheets ====
  
-**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.\\  +**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.\\ 
-**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).\\ +**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).\\
 **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). **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).
  
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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 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.\\
 **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 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 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**.\\ +**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**.\\
 **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.
  
psl-excel/manual/overview.1708701616.txt.gz · Last modified: 2024/02/23 15:20 by João Saraiva
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