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Sourcetable Integration

TeamForge Plugins For Excel

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    Overview

    Welcome to the ultimate resource for enhancing your project management and tracking capabilities with TeamForge plugins for Excel. Discover the transformative power of integrating TeamForge with Excel to streamline your workflow, whether you're working online with Azure Boards or offline on your local machine. On this page, we'll delve into the essence of TeamForge, explore the dynamic plugins bridging TeamForge and Excel, outline common use cases that revolutionize codebase monitoring and integration tasks, and address your frequently asked questions. Join us as we unlock the full potential of TeamForge Excel plugins, tailored for professionals seeking efficiency and scalability in their project management toolbox.

    What is TeamForge?

    TeamForge is a secure management platform for app development that aims to optimize the software development process. It facilitates the reduction of IT support costs by providing a comprehensive suite of tools and features to manage and streamline various aspects of application development.

    With TeamForge, organizations can drive standards and intellectual property (IP) reuse, while also ensuring end-to-end traceability across tools, teams, and processes. It supports Subversion and Git, offering features such as replication, code reviews, and pull requests, which are essential for modern development workflows.

    Additionally, TeamForge is designed to adapt to different software processes, allowing teams to take point-in-time snapshots of their projects and providing real-time monitoring, analysis, and reporting capabilities at both the enterprise and team levels. Its fine-grained hierarchical role-based access controls enhance security by preventing tampering and enabling the reuse of code components, including unique bi-directional Git submodules.

    TeamForge Plugins for Excel

    Opening Excel Documents in TeamForge

    The TeamForge plugin for Excel enables users to directly open Excel documents within TeamForge. This provides a seamless transition from the TeamForge environment to Excel, streamlining the workflow for users working with Excel files.

    Accessing Excel Documents without TeamForge Web Interface

    With the TeamForge plugin for Excel, users have the flexibility to access Excel documents even when the TeamForge web interface is not open. This enhances productivity by allowing users to work with their documents in Excel independently of the web interface.

    Common Use Cases

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      Use case 1: Exporting TeamForge project data to Excel for advanced data manipulation and chart creation
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      Use case 2: Importing updates from Excel, such as task completions or new issues, back into TeamForge
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      Use case 3: Managing and assigning project tasks within Excel and syncing with TeamForge
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      Use case 4: Creating comprehensive reports with multiple sheets for different aspects of the project in Excel and sharing with stakeholders
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      Use case 5: Utilizing Excel for detailed analysis of issue tracking data from TeamForge and applying password protection for sensitive information



    Frequently Asked Questions

    What are the system requirements for the TeamForge Document Manager Add-in for Microsoft Office?

    The add-in requires Microsoft Office XP with Service Pack 3 or Microsoft Office 2003 with Service Pack 1, and is compatible with Excel 2002 and Excel 2003. It also requires the Microsoft .NET Framework Version 1.1 or later, and must be installed on a computer running Windows XP or Windows 2000.

    How can I install the TeamForge plugin for Excel?

    The add-in is provided in a .msi file format and can be installed for either a single user or for all users on a computer. Installation is required before the add-in can be used.

    What features does the TeamForge Excel plugin offer for managing work items?

    The plugin allows for the promotion or demotion of work items within a tree hierarchy, updating work items in bulk, adding or removing columns to customize data visibility, assigning values to identity fields, and linking work items through the Links and Attachments dialog.

    How do I export document folder trees from TeamForge to Excel?

    TeamForge can export document folder trees to CSV or Excel files, including details like document ID, title, description, version, author, and creation and modification dates. This functionality is useful for creating document reports.

    Can I customize the data displayed in Excel using the TeamForge plugin?

    Yes, you can use the 'Choose Columns' feature to add additional fields to a worksheet, change the list type or query of the work items, and add or remove column fields to tailor the data visible in your worksheet.

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