Excel · Postgres · Teams Planner

Project management that doesn't lose your work.

Project managers live in Excel. Shift PM snapshots every saved template into a database keyed to your account, then mirrors it both ways into Microsoft Teams Planner. If the file disappears, the data doesn't.

• 01

  Template-aware

  Each upload gets a hidden ID so the system knows which workbook you're editing — even if you renamed it.

• 02

  DB-backed recovery

  Every save flushes Category / Object / Value rows to Postgres. Lose the file, restore in one click.

• 03

  Teams sync

  Categories become buckets, objects become tasks, values become percent-complete. Edit either side.