Control Panel · Project Information & Automatic Reporting
Project ID, name and finish dates are picked up from the selected source. You may edit the report name, manager, planner and financial year. Activity statuses and dates remain linked to the schedule.
Source & Reporting Dates
Reportable Activities · Automatic Demo Account Register
Codes such as DA10-H.01 and DA20-H.02 are grouped by demo department and project reference. New matching codes are picked up when you load an updated schedule. Retired and other scope exclusions still apply.
1 · Export From Primavera P6
- Open the project or projects in P6.
- Choose File → Export → Primavera PM (XER), then select the projects and finish the export.
- Export the baseline and previous-period projects separately when you want those comparisons.
This software reads XER directly. You do not need the old Excel export template or macros.
2 · Load & Compare Your Schedule
- Open the centre Sources dial and choose Live XER.
- Load Baseline XER and Previous-period XER if required, then select the comparison projects above.
- Or choose Excel Dashboard to read a compatible workbook. Check the selected source and data date.
Demo-account activities, descriptions, dates and statuses refresh automatically. Use Add Other Activities only for entries outside the detected list. Files stay in your browser session.
3 · Schedule Assurance / DCMA
- Open Assure to see recalculated checks and counts.
- Click a dial to inspect its formula and affected activities.
- Perform the critical path stress test in P6 and enter its evidence under Sources → P6 Verification. Enter P6 critical path length and float for CPLI.
Automatic checks update on import or filter changes. Reviewer overrides require a reason. No Excel Update button is needed.
4 · Start / Finish & Late-Date Reports
- Automatic Chart Periods uses the imported schedule and P6 late dates.
- Untick Automatic Chart Periods only when you want a custom reporting window.
- Open Start / Finish Reports or Late Start / Late Finish, then select the required view. Click a point or signal for the source records.
Reports refresh immediately. No manual Update Start/Finish button is required.
Source Comparison
Delivery Balance Monthly activity dot landscape
Activities above the centre line finish on or ahead of their comparison baseline. Activities below it finish late. Grey dots identify activities without a matched baseline. Click a dot for the exact activities.
Summary Dashboard Activity Statistics
Slip Chart Dashboard Baseline · Previous · Current
The bands connect actual reported dates, not confidence intervals. Each milestone has its own row; date labels remain outside the plot.
Milestone Journey Gates · Handover · Delivery
A project journey map built from the selected reportable milestones. Status, baseline, current date and movement are kept together.
Slip Chart Slip Chart Dashboard
Start / Finish Reports Start Finish Data
Calendar-month buckets; the shaded band marks the selected reporting month. Cumulative figures include activities before the chart window.
Flag Report Activity Register
Flag Data · Filtered Activity Register
DCMA Dashboard 14 Point Check
DCMA Data · Counts, Formulas & Results
Baseline XER is preferred. The historical workbook supplies At Completion Duration, not a separate baseline duration field, so the DCMA High Duration test remains Not Assessed for that source. Mandatory constraints follow Oracle P6 codes; missing inputs stay Not Assessed. Assessment definitions · P6 constraint mapping
WBS Schedule Timeline Current · Baseline · Previous
Slim current schedule bars use RAG status. Baseline and previous-period tracks sit beneath them. Click any WBS group to expand its activities within this chart.
DCMA Dashboard Warnings
Source Reconciliation
Use Sources in the dial, then Workbook Sheets, to browse the original report names.
WBS Explorer Source hierarchy · Expand / Collapse
LSLF Data Late Start Graph · Late Finish Graph
P6 late start and late finish are read directly from the XER. They are not manufactured from baseline variance. Filter any column to isolate the activities you need.