PI
Pi Labs Project Intelligence for Excel
Project Intelligence for Excel

Bring structured project controls into the Excel workflows your team already uses.

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.

Forecast refresh Project reporting Look-ahead planning Setup & repair Tutorial guidance Workbook protection

Built around the actual PI workflow

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.

Project Run

Operational execution tools for producing current project outputs directly inside the workbook.

  • Refresh Forecast
  • Project Report
  • Look-Ahead Programme
  • Log CostCode Forecast

Setup / Maintenance

Repair, structure, and maintain the workbook model before or during active use.

  • Project Setup / Repair
  • ProgressGate Definition Update
  • Error Check
  • Update DetailedReg

Tutorial & Help

In-product onboarding support for users who need guidance without leaving Excel.

  • Quick Start Tutorial
  • Toggle Tutorial Comments
  • How to Start guide
  • Public support and policy pages

Protection

Simple controls for applying or removing workbook-level protection where required.

  • Toggle Worksheet Protection
  • Toggle Workbook Protection
  • Supports controlled workbook handling
Why PI exists

A disciplined task pane for practical project controls

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.

Excel-native workflow Structured execution Guided setup Support-ready deployment
Current public positioning

What the live site currently communicates

  • Support resources are available publicly at pilabs.app.
  • Privacy and security pages are published and linked from the add-in experience.
  • The production add-in is hosted from Azure Static Web Apps.
  • The public support page currently positions PI around Excel on the web and supported Microsoft 365 desktop versions.

How teams use PI

The toolset is easiest to understand as a repeatable operating sequence rather than a loose collection of buttons.

01

Prepare the workbook

Use setup, repair, and definition updates to align the workbook structure before operational runs.

02

Run the project controls workflow

Refresh forecasts, produce reporting outputs, and build look-ahead or cost code updates from the same pane.

03

Support, guide, and protect

The How to Start guide, in-product help links, and workbook protection tools help keep the operating model understandable and controlled.

Public resources

These pages are intended to support deployment diligence, AppSource review, and customer confidence.