Project Run
Operational execution tools for producing current project outputs directly inside the workbook.
- Refresh Forecast
- Project Report
- Look-Ahead Programme
- Log CostCode Forecast
Project Intelligence for Excel is designed around the real operational work visible in the add-in itself: forecast refresh, project reporting, look-ahead planning, setup and repair, tutorial guidance, and workbook protection — all delivered through a single task pane experience.
The public site mirrors the same structure that reviewers and customers see in the task pane. Nothing here is generic marketing filler — it maps directly to the working features already exposed in the add-in.
Operational execution tools for producing current project outputs directly inside the workbook.
Repair, structure, and maintain the workbook model before or during active use.
In-product onboarding support for users who need guidance without leaving Excel.
Simple controls for applying or removing workbook-level protection where required.
PI is intended for project teams who already work in live Excel workbooks and want a more structured operating layer around forecasting, setup, and reporting. The goal is not to replace Excel — it is to make complex workbook workflows more repeatable, more guided, and easier to support.
The toolset is easiest to understand as a repeatable operating sequence rather than a loose collection of buttons.
Use setup, repair, and definition updates to align the workbook structure before operational runs.
Refresh forecasts, produce reporting outputs, and build look-ahead or cost code updates from the same pane.
The How to Start guide, in-product help links, and workbook protection tools help keep the operating model understandable and controlled.
These pages are intended to support deployment diligence, AppSource review, and customer confidence.
A screenshot-led walkthrough for first-time users covering the sample project, first forecast, reporting, progress gates, programming, error handling, and advanced validation.
SupportContact details, troubleshooting guidance, and the information that helps Pi Labs investigate issues quickly.
PrivacyHow PI handles workbook content, support requests, and the current position on data transmission and storage.
SecurityHow to disclose vulnerabilities privately and what information helps validate a report.
TermsBinding terms governing use of the PI website, add-in, and related support interactions.