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Not sure which XER Schedule Toolkit licence is right for you? In this video we walk through our full range of price plans, explain the difference between Project Controller and Professional licences, and show you how our most popular package - Individual Plus - works in practice...
Ready to start collecting progress updates from your project team? In this tutorial we show you exactly how to raise progress requests within the XER Schedule Toolkit - from creating a report period and setting your progress cut-off date, to filtering activities and sending requests to the right...
The XER Schedule Toolkit's Dashboard Creator gives you a fully configurable way to visualise your project data - and in this video, we show you how to get started. Learn how to add and configure charts, resize and position them on your dashboard, and filter the underlying data to focus on exactly...
One of the questions we're asked most often is: can I try XER Online for free? Absolutely - and in this video we show you exactly how. Simply head to xertoolkit.com, click the green Free Trial button, and complete a few quick details to create your account...
Ready to move from your free trial to a full XER Schedule Toolkit subscription? This video shows you how straightforward the upgrade process is. From the Toolkit's side menu or your account page, you can review your current licence, compare our available packages, and choose to pay monthly or...
Merge hotspots - activities with a disproportionate number of predecessors or successors - can quietly increase the risk of delay across your entire schedule. In this video, we explain what merge hotspots are and why they matter, before showing you how to identify them using the XER Schedule...
How well is your project tracking against its baseline milestones? This tutorial shows you how to generate a Schedule Adherence report within the XER Schedule Toolkit, focusing specifically on incomplete milestones and their adherence to baseline start or finish dates...
Need to tidy up your project database? This quick tutorial shows you how to delete a project from the XER Schedule Toolkit, including how to select and remove multiple projects at once. We'll also explain what happens if the project you're deleting has a baseline attached - the baseline itself...
Getting started with the XER Schedule Toolkit is quick and easy. In this video, we show you how to register a new account from xertoolkit.com - simply click Login, then Sign Up, enter your details, and submit. If your organisation has already allocated you a licence, be sure to register using the...
Don't have resource or cost data in your schedule? No problem - the XER Schedule Toolkit can still generate meaningful S-curves based purely on task start and finish counts. This video shows you how to build a Tasks Finishing chart using the Dashboard Creator, add extra data series such as Tasks...
Need to share your schedule with someone who doesn't have access to the XER Schedule Toolkit? This tutorial shows you how to export your project into a fully formatted Gantt chart within a standard Microsoft Excel worksheet. We'll cover choosing the right schedule layout, customising what's...
Keeping your schedule up to date shouldn't mean losing all the work you've already put in. In this video, we show you how to revise a project in the XER Schedule Toolkit using the Upload Latest function, while retaining your existing share settings, assigned baselines and progress update...
Comparing your live schedule against a baseline is essential for tracking performance - and in this tutorial, we show you how to assign one within the XER Schedule Toolkit. We'll cover importing a baseline file, assigning it to your project, and viewing the Live versus Baseline comparison...
Trying to work out exactly what's changed between two versions of a schedule? This video demonstrates the XER Schedule Toolkit's built-in schedule comparison function, which runs several hundred checks to identify activities that have been added, deleted or renamed between project versions...
Need to cancel your XER Schedule Toolkit subscription? This short video shows you how - simply head to your account page, click Manage Subscription, and select Cancel Subscription at the bottom of the window. Once confirmed, your licence status will show as Cancel Pending...
If you manage a licence package for your organisation, this video shows you how to allocate individual licences to your team. From your account management area, simply click Manage in the Licence Allocation section, then Add User to assign a licence by email address...
Bringing your schedule into the XER Schedule Toolkit takes just moments. In this tutorial, we show you how to import Primavera P6 XER files, Microsoft Project MPP files, and XML files, either using the import button or by simply dragging and dropping your file straight into the Toolkit...
Want colleagues to view your project without the cost of additional project-management licences? The XER Schedule Toolkit's sharing feature makes this simple. In this video, we show you how to create a share team, add members by their Toolkit account email address, and switch on sharing for a...
Understanding the calendar working patterns behind a schedule is essential - but scrolling through years of data manually can be a real time sink. In this tutorial, we show you two much faster ways to review calendar details in the XER Schedule Toolkit: editing a calendar directly to see its...
Knowing exactly which activities sit on your project's critical path is essential for keeping a schedule on track. This tutorial shows you the quickest way to view critical path activities in the XER Schedule Toolkit, using the link in the top schedule header menu...
Is the logic behind your schedule as sound as it should be? The XER Schedule Toolkit goes beyond the standard DCMA tests, offering over 40 fully customisable integrity checks to put your schedule through its paces. In this video, we show you how to run these checks, interpret your results... ...
