Have you fully unlocked XER Schedule Toolkit’s potential?

Whether you’re a planner, project manager or project stakeholder, XER Schedule Toolkit isn’t just for creating schedules—it’s for everyone involved in your project’s success.

Imagine saving hours of back-and-forth emails and meetings by giving your team and stakeholders the ability to access and explore a fully functional project schedule. With XER Schedule Toolkit, you don’t just manage projects—you empower everyone involved to find the information they need, when they need it.

Here’s how you can make the most of XER Schedule Toolkit’s features:

1. Transform Communication with the Schedule Viewer

Tip: Give everyone on your team full access to the schedule—no Primavera P6 required!

The Schedule Viewer makes it easy for stakeholders at all levels to open and explore project schedules without needing specialised software. This means fewer delays, fewer questions, and more informed decision-making.

💡 Trick: Share schedules with stakeholders so they can zoom in on the details that matter to them—whether it’s milestones, deadlines, or activity progress.

Bonus Tip: Use the cost and unit removal feature to create a tailored view for clients, ensuring they get the schedule insights they need while keeping sensitive data private.

2. Simplify Updates with Progress Reporting

Tip: Let XER Schedule Toolkit handle the heavy lifting of collecting updates.
Stop chasing project teams for progress updates! XER Schedule Toolkit’s Progress Reporting feature allows you to send each team a list of their activities so they can report what they’ve completed. They can even break their activities into subtasks if needed.

🛠️ Here’s why it’s a game-changer:

• No more endless emails: Let XER Schedule Toolkit remind teams to submit updates on time.
• Clear accountability: You’ll instantly see who has provided updates and who hasn’t.
• Review with confidence: All updates are stored in the toolkit, ready for you to review before merging them into the source schedule.
• Stay organised: Forget about losing notes or scribbles—XER Schedule Toolkit keeps everything in one auditable place, giving you peace of mind if issues arise.

💡 Trick: Use Progress Reporting to engage your teams and reduce update delays. This ensures your project stays on track and your data remains complete and reliable.

3. Keep Your Data Safe with Top-Notch Security

Tip: Sleep easy knowing your data is secure.
At XER Schedule Toolkit, data security is our top priority. Here’s how we keep your information safe:

• Cyber Essentials Plus Certified: Our platform meets rigorous UK government standards for cybersecurity.
• Single Sign-On (SSO): Need enhanced access control? XER Schedule Toolkit can integrate with your company’s SSO system for seamless and secure logins.
• Global Data Storage: Your data can be stored almost anywhere across the world using AWS’s extensive network of secure server locations.

💡 Want more? How about a fully branded version of XER Schedule Toolkit?

• Customise the entire interface with your company’s logo and colour scheme.
• Generate reports that showcase your branding, reinforcing your company’s identity every time they’re shared.

🛠️ Trick: Leverage the branded version of XER Schedule Toolkit for client-facing projects—it’s a simple yet powerful way to maintain professionalism and stand out from the crowd.

4. Focus on What Matters with the Dashboard Creator

Tip: Create dashboards that deliver instant insights.
With the Dashboard Creator, you can pinpoint exactly the information you need—whether it’s progress, performance, or risks—and save your settings to apply across all schedules.

💡 Did you know?

• You can share your dashboards with others in your team, ensuring everyone stays aligned.
• Let team members create their own dashboards based on the single source of truth in XER Schedule Toolkit, so they can focus on the metrics that matter most to them.

🛠️ Trick: Use dashboards to prep for meetings or reviews and give stakeholders visually engaging insights in real time, cutting down on miscommunication.

5. Analyse Every Change with Project Comparison

Tip: Forensically examine every line of your schedules.
The Project Comparison tool allows you to highlight every change between schedules—even across multiple schedules—within seconds. It’s perfect for:

• Checking supplier schedules: Verify they haven’t made unreported changes.
• Creating monthly narratives: Explain why the programme is moving or why activities are delayed.
• Monitoring the critical path: Quickly identify and respond to key shifts.

💡 Trick: Export the comparison report to Excel to fully unleash the power of the tool. Use the data to create tailored reports or deeper analyses—because knowledge is power.

6. Save Time and Build Trust Across the Board

The real magic of XER Schedule Toolkit? It saves everyone time.

• Planners streamline their workflows and build better schedules.
• Project Managers make informed decisions faster.
• Stakeholders get instant access to the information they need, without relying on someone else to provide updates.

And when you share schedules with clients or external teams, you’re in control of the level of detail they see. Keep sensitive information private while still providing all the insights they need to stay aligned.

Why Upgrade?

If you’ve enjoyed the free trial, it’s time to take the leap! Here’s why upgrading to XER Schedule Toolkit is the best decision for your team:
✅ Share fully functional schedules with all stakeholders.
✅ Save hours by letting people find their own information.
✅ Build trust with clear, accurate, and transparent project data.
✅ Empower everyone—whether they’re planners, managers, or clients—to stay engaged and informed.
✅ Keep control of your data by removing costs and units when sharing schedules.
✅ Automate updates and stay organised with auditable Progress Reporting.
✅ Train your team to deliver higher-quality schedules with configurable Schedule Quality checks.
✅ Pinpoint insights with customisable dashboards that save time and keep everyone aligned.
✅ Highlight every schedule change with Project Comparison for full transparency and better decision-making.
✅ Rest easy with Cyber Essentials Plus-certified security, SSO, and global data hosting.
✅ Showcase your brand with a fully customised interface and branded reports.

💡 Pro Tip: By upgrading, you’ll gain unlimited access to all the features and remove the restrictions of the trial. It’s a small investment that delivers massive value for your team and stakeholders.

👉 Start your XER Schedule Toolkit journey today and give your entire team the tools they need to succeed.

Got questions? Need help getting started? Start your free trial—we’re here to help you get the most out of XER Schedule Toolkit!