Retrieve, create, and update individual or multiple PPM entities: staffing profiles, financial summaries, resource pools, requests, and work plans
Support for field attributes including required fields, request type rules, drop downs, and security settings
Create Excel-based PPM reports accessible through the XLI environment
Leverage Excel’s advanced formulas and functions
Work on PPM data offline
Integrate PPM data with external data sources
Automatically synchronize lookup (validation) values between PPM and Excel
Support for advanced business logic, e.g., apply custom hourly rate cards
Frequently Asked Questions
What are the benefits of using the XLI?
- Increase productivity by enabling users to work on PPM data offline and use Excel’s UI and capabilities
- Integrate PPM data with external data sources and tie-in detailed FM calculations, such as POs and invoices
- Increase PPM data quality through Excel formulas, functions, and data validations
- Improve decision making: use the powerful data analysis and reporting capabilities of Excel
Is there anything I need to install to use?
As an end user, there is nothing to install or configure on the client side —simply download and use
What versions of PPM and Excel do you support?
XLI is compatible with MS Excel 20xx and OpenText PPM 9.x
How does it actually work?
XLI uses OpenText-supported web services (API) for safe and efficient data exchange. There are zero customizations to OpenText code base so patches and upgrades are unchanged.
Do you have any customer case studies?
Yes, please refer to our Insights page here.