What is the Schedule Toolkit?

The Schedule Toolkit’s primary objective is to help enhance the project planning process and ultimately drive improvements in successful delivery of projects to time and budget.

We do this in two ways: first, by providing automation tools to planners & schedulers that generally make life easier, freeing up time that can be better spent ‘planning’ and secondly, by providing the rest of the project community with intelligent access to the project schedule in a format they can understand and derive most value from.

Devised by project professionals, the schedule toolkit is a cost effective, easy to use software application that converts data from complex planning software packages (such as Primavera P6, Asta Power Project, and Microsoft Project,) and enables you to view and analyse the information within the familiar surroundings of Microsoft Excel.

From Project Directors to the troops on the ground, everyone involved with delivering projects can benefit from having the Toolkit to hand. The toolkit will repay your investment on first use, so join the 2,000+ companies using the toolkit today.

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How can it help you?

Low Cost

The Schedule Toolkit reduces the number of specialist planning software licences required.

Usability

Working within Excel, you will instantly feel comfortable navigating and using the Schedule Toolkit.

Educate

Educate your wider team on a range of metrics using the in-built report templates.

Collaborate & Share

With the programme in the familiar surroundings of Excel, the project team can fully interact with the programme and sharing is expedited.
schedule quality

Schedule Quality

Check & improve the quality of your programme. Achieve both contractual and organisational programme excellence. This combined with the ability to track changes in multi-programme revisions.

Earned Value Analysis

Our industry leading earned value analysis tool, releases programme data enabling complete time spread interrogation and reporting.
As-Built

As-Built

Add progress and as-built activities to the programme, capture change events and easily share this with the Planner to update the master Programme.

Report

Produce completely customisable reports, personalised to your specific needs, inclusive of s-curves and time spread data.

Benefits to Your Role

How will the Schedule Toolkit benefit you and your role?

  • Planner

    PLANNER

    “With each of the project team having the Schedule Toolkit, I can use my time more efficiently to plan. The..."

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  • Project Manager

    PROJECT MANAGER

    “In just a few clicks, the Schedule Toolkit allows me to open a Primavera or Microsoft Project file..."

    Find out more
  • Commercial Manager

    COMMERCIAL MANAGER

    “The unique thing about the Schedule Toolkit is that I can produce my own earned value report at..."

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  • Procurement Manager

    PROCUREMENT MANAGER

    “The Schedule Toolkit enables me to extract a procurement schedule and the allowances from the cost..."

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  • Operations Director

    OPERATIONS DIRECTOR

    “I'm impressed with the Schedule Toolkit's function to connect to the planning database. I can now..."

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  • Site Engineer

    SITE ENGINEER

    “The Schedule Toolkit enables me to interact with the programme without having to use planning software..."

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  • Design Manager

    DESIGN MANAGER

    “Through the Schedule Toolkit, I can see my design resource requirements and generate my design..."

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  • Client

    CLIENT

    “The Schedule Toolkit allows me to communicate and work with my contractors schedules without the..."

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Benefits to Planners

“With each of the project team having the Schedule Toolkit, I can use my time more efficiently to plan. Each member of the project team can use the Toolkit to open XER or MPP files in Excel and has more enhanced viewing, editing and presenting control than with standard planning software. This accessibility increases each team member’s input and buy-in to the programme resulting in more confidence in on-time delivery. I particularly like the Earned Value, Dashboard and Schedule quality functions which are all in excel and which enable significantly more control and simple management of the outputs.”

Schedule Quality
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Benefits to Project Managers

“In just a few clicks, the Schedule Toolkit allows me to open a Primavera or Microsoft Project file in Excel. This means I have more enhanced and simple to use key management functions than I did with a simple PDF. For the first time, I have complete interaction with my programme and I can easily apply filters, create look-aheads, update progress and even break down activities to my preferred level of detail and annotate to my heart’s content. A key benefit is the ability to share the programme, in Excel, with the project stakeholders and therefore eliminate specialist software and improve communication and understanding."

Project Schedule in Excel
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Benefits to Commercial Managers

"The unique thing about the Schedule Toolkit is that I can produce my own earned value report at any time of the project, at the fraction of the time it normally takes, with all outputs in Excel. Change can be captured at site level directly within the Toolkit and issued back to the Planner to incorporate into the main programme, thus promoting commercial awareness. I can also analyse activity movement through multiple programme revisions by pressing a single button to establish a list of change activities"

Earned Value S-Curve Chart
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Benefits to Procurement Managers

“The Schedule Toolkit allows me to see what I need and when I need it through an array of standard reporting functions. The ability to extract a procurement schedule and the allowances from the cost loaded programme quickly and efficiently is great and I can also extract associated quantities and rates in Excel, ensuring orders are placed against the correct allowance. Each time the programme is updated, I simply press the 'Filter' button to update the procurement schedule.”

Time Spread Allowances Table
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Benefits to Operation Directors

“I’m impressed with the Schedule Toolkit's function to connect to the planning database across multiple projects. I can now see on a week-by-week basis my resource requirements across all of my entire project portfolio. This allows me to better plan use of staff and labour resource as well as major plant items. This is not to mention I can produce an Earned Value Analysis report anytime I wish across the project I am interested in.”

Milestone Summary Report
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Benefits to Site Engineers

“The Schedule Toolkit enables me to interact with the programme without having to use planning software and the need to request various outputs from the Planner. In Excel I can quickly generate a look-ahead, add my own detailed activities and update progress. In a single click I can view quantities and allowances to reconcile the materials onsite. I feel completely in-touch with the programme and efficiently managing the information flow to and from the Planner.”

4 Week Lookahead Schedule
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Benefits to Design Managers

“Through the Schedule Toolkit, I can see my design resource requirements and generate my design schedule with the click of a button; I can then simply add resources to manage my design team and this is then sent back to the Planner for incorporation into the main programme. When the main programme is updated, I can repeat the process to maintain compliance with the project deliverables.”

Design Submission Dates
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Benefits to Clients

“The Schedule Toolkit allows me to communicate and work with my contractors schedules without the need to purchase expensive planning software. The Schedule Quality function allows me to set my own quality parameters to check the programme’s compliance with a specific contract, such as NEC3. With pre-defined, quick access buttons, I can instantly view specific activities, activity schedules and cost expenditure. What is great is being able to select my preferred level in which to view the schedule which means I can simply focus on a high level view if I wish.”

Project Portfolio Schedule
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PLANS

So, what works best for you?

Free Trial Annual License Perpetual License Perpetual License Annual Support XER ONLINE
FREE £149 per year £745 £99 from £14.99/month
Download and use the Toolkit for free, for 15-days Annual support and software updates during term. 1 x year subscription to XER-Online including 4 x associate licences 1 x year annual support and software updates. 1 x year subscription to XER-Online including 4 x associate licences 1 x year annual support and software updates. 1 x year subscription to XER-Online including 4 x associate licences Subscription plans to our Cloud based toolkit software, with licences to suit your needs
Download Buy Now Buy Now Buy Now Find out more

CANCEL AT ANYTIME – hassle free cancellation on all of our plans

Click this icon to view a list of our tutorials
How to Install the Schedule Toolkit
 How to Install the Toolkit
Learn the Basics
 Learn the Basics
How to Connect to a Primavera P6 Database
 Connecting to a P6 Database
Export Your Project and Baseline from P6
 Export Your Project and Baseline from P6
Schedule Analysis Shortcuts
 Schedule Analysis Shortcuts
Understanding the Dashboard's Tabs
 Understanding the Dashboard’s Tabs
Advanced Filters & Exporting to a PDF
 Discover the Advanced Filtering Options & Learn How to Export to a PDF
Learn the Benefits of Schedule Quality
 Discover the Benefits of Schedule Quality
Learn How to Use the Earned Value Analysis Tools
 Learn How to Use the Earned Value Analysis Tools
Learn How to Create and Personalise a Dashboard
 Learn How to Create and Personalise a Dashboard

View All Tutorials on Youtube

Contact us

Do not hesitate to contact us, we will be happy to help you with any query you may have

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Have a Question?

For general and technical support, fill in the form or send an email to:

support@xertoolkit.com

For account queries, please send an email to:

register@xertoolkit.co.uk  
XER Schedule Toolkit

One Humber Quays
Hull
East Yorkshire
HU1 2BN


+44-1482-766-340
support@xertoolkit.com

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