Streamline Progress Updates

Efficient Schedule Management with XER Schedule Toolkit

The Progress Request and Update Facility in XER Schedule Toolkit transforms schedule management for planners and project managers using Primavera P6 and Microsoft Project. It simplifies change management, allowing smooth submission and approval of updates to reduce errors and enhance consistency. With synced updates, detailed reporting, and version control, it supports collaboration, provides insights for delay and cost analysis, and maintains an auditable trail for effective cost control and risk management.

The Progress Update Process

XER Schedule Toolkit’s Filtered Schedule Viewer enables planners to create customised schedule views tailored for each project team. By filtering schedules to display only relevant tasks and timelines, this tool streamlines the update process.

Each team will receive a customised schedule with specific deadlines for submitting updates. Adhering to these deadlines will ensure that all teams maintain close progress monitoring and stay aligned with the overall project timeline.

Each team receives a focused schedule that highlights their specific activities and deadlines. Teams can update their progress directly on this tailored schedule, ensuring clarity and precision while minimising distractions from other teams’ tasks.

The updated schedule is returned to the planner, who receives the updates directly made by the teams on their tailored schedule. The project manager then reviews and approves the updates before the planner incorporates them.

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Key Features of the Project Updates tool

Streamlined Change Management

Submit and manage schedule update requests seamlessly, reducing manual errors and ensuring consistency across all project schedules.

Enhanced Approval Process

A robust approval workflow ensures that all schedule changes are reviewed and authorised by key stakeholders, maintaining control and accountability.

Synchronised Schedule Updates

Changes are reported directly on the share schedule, meaning no more guessing from adhoc excel charts and unclear emails.

Version Control and Auditing

Each update is recorded, allowing for detailed comparison and tracking of changes over time. This is essential for maintaining an auditable trail and supporting cost control and risk management.

Comprehensive Reporting

Generate detailed reports on all schedule changes, including who made the changes, what was changed, and when, providing valuable insights for delay analysis, cost analysis, and claim analysis.

Improved Collaboration

Centralised request and update features enhance collaboration among project teams, ensuring everyone is aligned with the latest schedule updates.

P6 SyncSheet (Enterprise only)

With P6 SyncSheet, you can now send progress updates collected in XER Schedule Toolkit—such as Actual Start, Actual Finish, and progress percentage—directly into your Primavera P6 schedules. No more manual data entry, no risk of transcription errors, and no wasted time. Site teams and stakeholders can update progress right in XER Schedule Toolkit, and those updates flow straight into your P6 master schedule.

Key benefits:

Streamlines your workflow: Eliminates hours of manual work
Improves data accuracy: Keeps your schedule in sync with real project progress
Reduces risk: No more missed or mis-keyed updates
Built for real project teams: Designed around the workflows of major infrastructure and delivery projects
P6 SyncSheet is the most requested XER Schedule Toolkit feature ever and sets a new standard for integration between project teams and schedule management.

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Transform the way you manage projects with XER Schedule Toolkit. Ensure your projects stay on track, within budget, and in compliance with all requirements. Contact us today to learn more about how our toolkit can benefit your projects and to schedule a demo or trial. Upgrade your project management and experience the difference with XER Schedule Toolkit – your partner in efficient, effective, and compliant aerospace and defense project planning.

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