Excel Interface Documentation

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User Guides

Document Version Description
Demand Management 3.0 How-to guide for searching and editing PPM requests through the XLI
Financial Management 4.9 How-to guide for managing PPM financial data through the XLI
Reports 1.7 How-to guide for building and generating PPM reports through the XLI
Resource Management 5.3 How-to guide for managing  PPM resource pools and staffing profiles through the XLI
Time Management 1.5 How-to guide for editing and approving PPM time sheets through the XLI
User Management 1.4 How-to guide for managing PPM user and resource information through the XLI
Work Plan Management 1.5 How-to guide for managing PPM work plans through the XLI

Configuration and Administration Guides

Document Version Description
Demand Management 3.2 How-to guide for enabling and configuring chosen PPM request types to be managed through the XLI
Installation and Administration 7.1 How-to guide for installing and maintaining the XLI
Support Guidance 2.5 How-to guide for PPM core team members supporting the XLI, detailing common XLI support cases and suggested resolution approaches
User Management 1.3 How-to guide for configuring the XLI User Management module in support of desired functionality, such as custom searches and field configuration
Work Plan Management 1.3 How-to guide for configuring the XLI Work Plan Management module in support of desired functionality, such as custom searches and field configuration