Retrieve, create, and update individual or multiple PPM entities: cost plans, expense lines, and resource plans
Support for field attributes including required fields, UI rules, drop downs, and security settings
Easily manage daily PMO and project data such as issues, risks, and change requests
Automatically synchronize lookup values between ServiceNow and Excel
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 financial information, 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?
What versions of PPM and Excel do you support?
XLI is compatible with MS Excel 20xx and latest versions of ServiceNow
How does it actually work?
XLI uses ServiceNow-supported web services (API) for safe and efficient data exchange. There are zero customizations to ServiceNow code base so patches and upgrades are unchanged.