What is Excel Interface (XLI)?

Editing and reporting of PPM data is typically a tedious and error-prone process. Using the Excel Interface (XLI) for ServiceNow PPM you can now load cost plans, expense lines, resource plans, and PMO processes data into Excel and then use its familiar spreadsheet interface and advanced capabilities to quickly and accurately update the information. Furthermore, Excel and XLI have the native ability to integrate with most systems and data sources, which increases efficiency and improves data quality.

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Key Features

Retrieve, create, and update individual or multiple PPM entities: cost plans, expense lines, and resource plans

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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

Leverage Excel’s advanced formulas and functions
Work on PPM data offline
Integrate PPM data with external data sources
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Automatically synchronize lookup values between ServiceNow and Excel

Support for advanced business logic, e.g., apply custom hourly rate cards

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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?
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 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.

Stop managing PPM data the hard way.

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