Unlock the Power of Earned Value Analysis

XER Schedule Toolkit offers a powerful set of over 40 customisable integrity checks, going far beyond the standard DCMA 14-point assessment. These tests help ensure your project schedule’s logic is accurate, compliant, and structurally sound.

Running Integrity Checks:

1. Open the project(s) you want to assess from the Project Selection window.
2. Navigate to the Integrity menu at the top of the toolkit.
3. Choose a preset test, such as the DCMA test or your custom configuration.
4. The results will appear instantly in interactive tiles, each representing a specific logic check.
   1. The “i” icon explains each test’s purpose.
   2. The cog icon lets you modify thresholds or parameters.

• Clicking the circle opens a detailed, filtered view of flagged tasks.

Adjusting Thresholds & Scores:

• Use the Manage Thresholds menu to set custom pass/fail ranges.
  – Green: Pass (within limits)
  – Amber: Warning (borderline)
  – Red: Fail (outside limits)
• Fine-tune score weighting to prioritize specific test types — for example, increasing the influence of high-duration task checks or reducing the weight of less relevant tests.

Filtering & Customisation:

• Use the Filters menu to focus checks on specific dates, activities, or WBS elements.
• Save and share filters for consistent QA reporting across your organization.
• Access the full list of available tests via the Select Metrics option in the left-hand menu. You can enable or disable specific checks or select all at once.

Exporting Integrity Results:

• Excel Report: Detailed forensic results for in-depth review.
• PDF Summary: Concise QA evidence for submission or client reporting.

You can also save custom test configurations (bespoke settings) for future use. Admin users can share these profiles across teams for standardisation.

🎥 Watch the Integrity Check tutorial

The Schedule Quality Analysis feature, found under Reports & Analysis, evaluates how well your schedule is structured using industry-standard metrics.

Results are displayed on a RAG (Red-Amber-Green) dashboard, offering a quick visual overview of overall schedule quality.

Understanding the Quality Dashboard:

• Each tile represents a specific quality check.
• Click the information icon (i) to learn what the check measures.
• Click the tile itself to view detailed results, including affected activities or relationships.
• Use the options button to modify test parameters — for example, excluding WBS summaries or level-of-effort tasks from logic checks.

Customising and Managing Checks:

• Remove irrelevant checks (e.g., resource-based tests in non-resource-loaded schedules) using the close button.
• Restore all hidden tiles via the Reveal button.
• Reset all settings and thresholds to default with the Reset Defaults option.

Setting RAG Thresholds:

• Click Manage Thresholds to define pass/fail parameters.
• Update a single check or multiple at once.
• Choose whether thresholds are triggered by percentages or absolute counts.
• Example:
  – Green if <5% of activities fail
  – Amber if between 5–10%
  – Red if >10% fail
• Apply and Save your settings when done.

Exporting Quality Reports:

• Save your configuration as a scheme for future use (e.g., by client or sector).
• Export a detailed Excel report containing:
  – A summary sheet
  – A complete task and relationship log
  – Individual worksheets for each failed quality check

🎥 Watch the Schedule Quality Analysis tutorial