A comprehensive, browser-based PI Planning tool for team capacity management and resource tracking
- Open
index.htmlin any modern web browser - Configure your PI details in the Configuration tab
- Add team members in the KYT (Know Your Team) tab
- Plan capacity for each team member
- Export your plan as PDF, CSV, or JSON
No installation required. No server needed. Works offline!
- Real-time team capacity summary
- Visual capacity distribution cards
- Team statistics at a glance
- Professional status indicators
- Team member management with detailed profiles
- Technology and experience tracking
- Certification monitoring (Safety, Cybersecurity, Training, Code Delivery)
- Sprint performance factor configuration (S1-S6)
- Allocation percentage tracking
- Individual capacity configuration per team member
- Automated capacity calculations
- Training days breakdown (Pre-PI, All Hands, Competency, GNC, Others)
- Horizontal matrix view (Excel-compatible)
- Real-time synchronization with KYT data
- 22-point comprehensive review checklist
- Categories: General, KYT, PI Capacity, PI Feature, PI US, Jira
- Comment fields for justification/notes
- Progress tracking
- PI metadata (PI Name, Project, Module/Team)
- Document tracking (Version, Date, Status)
- Stakeholder information (PPM, PO, Scrum Master, Author)
- Feature/Bug split configuration
- Print to PDF - Complete dashboard export
- Capacity Matrix CSV - Excel-compatible format
- Complete Backup CSV - Full data with comments
- JSON Export - Raw data for integration
- Copy to Clipboard - Quick text report
- Professional file naming - Includes PI, Project, Module in all exports
- Auto-save to browser storage
- CSV backup and restore
- Reset functionality
- Import/Export capabilities
- Browser: Chrome 90+, Edge 90+, Firefox 88+, or Safari 14+
- Storage: ~2MB browser local storage
- Internet: Not required (works offline)
- OS: Windows, macOS, or Linux
- USER-GUIDE.md - Comprehensive user guide with tutorials, best practices, and troubleshooting
- ANNOUNCEMENT-EMAIL.md - Sample announcement email template
1. Open index.html in browser
2. Navigate to Configuration tab
3. Fill in required fields (PI Name, Project, Module/Team, etc.)
4. Click "Save Configuration"
1. Go to KYT tab
2. Fill in team member details (Name, Grade, Role, Experience)
3. Add technologies and certifications
4. Set sprint performance factors (S1-S6)
5. Click "Add Member"
1. Navigate to Capacity tab
2. Select team member from dropdown
3. Configure work days, leaves, training days
4. Review capacity matrix
5. Changes auto-save
1. Complete all required configuration fields
2. Review checklist
3. Go to Export Report tab
4. Choose export format:
- Print Dashboard to PDF (for stakeholders)
- Export Capacity Matrix CSV (for Excel editing)
- Download Complete Backup CSV (for archival)
- Represents expected productivity for each sprint (0.0 to 1.0)
- Typical range: 0.70 - 0.95
- Use "T" for training sprints
- Average PF calculated across all 6 sprints
Gross Days = (Weeks × 5) + Saturdays
Available Days = (Gross Days - Holidays - Leaves - Misc Days - Training Days) × Allocation %
Net Capacity = Available Days × Average PF
- Pre-PI: Pre-PI planning and preparation
- All Hands: All-hands meetings
- Competency: Competency building activities
- GNC: General/Necessary/Compliance training
- Others: Additional training needs
- ✅ All data stored locally in your browser
- ✅ No data sent to any server
- ✅ You maintain complete control
- ✅ Works completely offline
⚠️ Backup regularly (CSV export) - browser data can be cleared
All exports use a consistent, professional naming pattern:
Format: [PI Name]-[Project]-[Module/Team]-[Type]-[Date]
Examples:
- PDF:
PI-CY26-Q1 - Qorix Developer - TeamA.pdf - JSON:
PI-CY26-Q1-Qorix-Developer-TeamA-2026-03-25.json - Capacity CSV:
PI-CY26-Q1-Qorix-Developer-TeamA-Capacity.csv - Backup CSV:
PI-CY26-Q1-Qorix-Developer-TeamA-Backup-2026-03-25.csv
Q: Do I need internet to use this?
A: No! It works completely offline after opening the file once.
Q: Is my data secure?
A: Yes! All data stays on your computer. Nothing is sent to any server.
Q: Can multiple people work on the same plan?
A: Share the CSV backup file. Others can import it to their browser.
Q: How do I backup my data?
A: Go to Export Report tab → Download Complete Backup (CSV). Do this regularly!
Q: What if I clear my browser cache?
A: Data will be lost. Always maintain CSV backups!
Q: Can I edit the exported CSV in Excel?
A: Yes! The Capacity Matrix CSV is fully Excel-compatible.
- Check browser allows pop-ups
- Try keyboard shortcut: Ctrl+P (Windows) or Cmd+P (Mac)
- Select "Save as PDF" from printer dropdown
- Ensure not in private/incognito mode
- Check browser allows local storage
- Verify storage quota not exceeded
- Only import CSV files created by "Download Complete Backup"
- Don't modify section headers (### CONFIGURATION ###)
- Save as "CSV UTF-8" if edited in Excel
See Troubleshooting Guide for more solutions.
- Documentation: USER-GUIDE.md
- Issues: [Insert your issue tracking system]
- Questions: [Insert your support channel]
- Feedback: [Insert your feedback channel]
Daily:
- ✅ Make changes (auto-saves to browser)
- ✅ Review team member allocations
Weekly:
- ✅ Download CSV backup
- ✅ Store in shared drive or version control
Milestones:
- ✅ Export PDF for stakeholder review
- ✅ Complete checklist items with comments
- ✅ Verify all configuration fields filled
Before Major Changes:
- ✅ Download backup CSV first
- ✅ Make changes
- ✅ If needed, restore from backup
- Initial release
- KYT management with 4 certification fields
- Capacity planning with training breakdown
- 22-point quality checklist with comments
- Multiple export formats (PDF, CSV, JSON)
- Complete backup & restore
- Auto-save functionality
- Module/Team name support
- Professional file naming
- Real-time status indicators
PI_PlanDashboard/
├── index.html # Main application (open this!)
├── README.md # This file
├── USER-GUIDE.md # Comprehensive user guide
└── ANNOUNCEMENT-EMAIL.md # Sample announcement email
The dashboard header shows real-time status with color coding:
- Draft 🟠 - Initial planning phase
- In-Review 🟠 - Under review by stakeholders
- Approved 🟢 - Approved and ready
- Active 🔵 - Currently executing
Change status in Configuration tab → Status dropdown.
Built with pure web technologies:
- HTML5 - Structure
- CSS3 - Styling (Dark theme, responsive design)
- Vanilla JavaScript - Functionality (No frameworks!)
- LocalStorage - Data persistence
- Google Fonts - Typography (DM Mono, Syne)
No build process. No dependencies. Just open and use!
✅ PI Planning Sessions - Complete team capacity planning
✅ Stakeholder Presentations - Professional PDF exports
✅ Resource Management - Track team member skills and certifications
✅ Capacity Tracking - Monitor availability and allocation
✅ Quality Assurance - Systematic checklist review
✅ Data Archival - CSV backup for historical records
✅ Excel Integration - Export capacity matrix for further analysis
Check for updates periodically. Current version shows in Configuration tab.
To upgrade:
- Download complete backup CSV
- Replace index.html with new version
- Open new version
- Upload backup CSV to restore data
Internal use only. All rights reserved.
Designed for efficient PI planning and team capacity management.
Built with ❤️ for engineering teams.
Ready to start? Open index.html and begin planning your next PI!
For detailed instructions, see USER-GUIDE.md