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XER Reader Blog

Insights and guides to help you master project schedule analysis.

How to Set the Columns, Grouping and Baseline Tags a File Opens With
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How to Set the Columns, Grouping and Baseline Tags a File Opens With

Decide which columns and which grouping every new file opens with, per file format, and rename the four baseline tags.

September 14, 2026 4 min read
How to Set the Time Unit and Duration Abbreviations
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How to Set the Time Unit and Duration Abbreviations

Choose the unit durations and units are reported in, decide whether the calendar or a fixed conversion supplies the hours, and set the abbreviations.

September 14, 2026 3 min read
How to Change the Theme and Interface Scale
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How to Change the Theme and Interface Scale

Set the application to follow the system theme or force light or dark, and scale the whole interface between 80 and 170 percent.

September 14, 2026 3 min read
How to Set Date, Number and Code Format Preferences
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How to Set Date, Number and Code Format Preferences

Compose the date format from its parts, choose the decimal symbol, and decide whether activity codes read as short or long values.

September 14, 2026 3 min read
How to Assign and Manage Baselines
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How to Assign and Manage Baselines

Assign one project as another's baseline, understand which of the four slots the Schedule Analyzer actually reads, and how baseline activities are matched.

September 14, 2026 5 min read
How to Configure Gantt Display Settings, Relationship Lines, and Link Highlighting
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How to Configure Gantt Display Settings, Relationship Lines, and Link Highlighting

A complete guide to configuring Gantt display options, non-working day highlighting, relationship line visibility rules, link colors, and interactive hover tracing in XER Reader.

September 13, 2026 2 min read
How to Use the Activity and Resource Calendars
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How to Use the Activity and Resource Calendars

Put the schedule on a calendar in day, week or month form, and use the unlabelled per resource day layout that answers who is committed when.

September 13, 2026 5 min read
How to Read the S-Curve
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How to Read the S-Curve

Cumulative planned against actual progress, weighted by planned hours. What the Planned, Actual and SV figures are measured at, and what the curves leave out.

September 13, 2026 5 min read
How to Read the Network Diagram
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How to Read the Network Diagram

See the schedule as a logic network: early and late dates on every box, the critical path as a red run, and one click to trace what drives an activity.

September 13, 2026 5 min read
How to Read the Resource Usage Spreadsheet
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How to Read the Resource Usage Spreadsheet

The units grid beside the activity table: what each cell means, how to select a block across periods, and how to get the numbers into a spreadsheet.

September 13, 2026 6 min read
How to Use the Resource Assignment View
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How to Use the Resource Assignment View

See activities grouped by the resource assigned to them, with budgeted and remaining units spread across a time scale you control.

September 13, 2026 7 min read
How to Query a Schedule with SQL
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How to Query a Schedule with SQL

Run SQL against the converted P6 tables, join and group the data, chart the result, and understand which tables refuse to be written.

September 13, 2026 7 min read
How to Run the Schedule Analyzer
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How to Run the Schedule Analyzer

Run 19 schedule quality checks against an open project, read the score and the cards behind it, tune the thresholds, and export the report that names the failing activities.

September 13, 2026 9 min read
How to Open an XER File That Contains Multiple Projects
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How to Open an XER File That Contains Multiple Projects

Handle a multi project XER file with the Project Options dialog, including loading only the activities that link to another project.

September 13, 2026 4 min read
How to Connect a BI Tool with BI Connect
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How to Connect a BI Tool with BI Connect

Expose a project database as a REST API, query it with SQL from Power BI or Google Sheets, and manage the token that authenticates every connection.

September 13, 2026 5 min read
How to Share a Schedule as a Link
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How to Share a Schedule as a Link

On the Share tab, Share publishes a schedule as a link that opens in a browser with nothing installed. The Share tab holds Export, Share and...

September 13, 2026 3 min read
How to Export a Schedule to PDF
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How to Export a Schedule to PDF

Export to Pdf on the Views tab opens a print preview rather than writing a file immediately. The preview renders the first pages and updates...

September 13, 2026 2 min read
How to Export Schedule Data
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How to Export Schedule Data

On the Share tab, Export writes schedule data to a file. The available output formats depend on whether you export the project or the activi...

September 13, 2026 2 min read
How to Read Activity Code Values
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How to Read Activity Code Values

The Codes tab lists the activity code values assigned to the selected activity. The Codes tab shows the activity code values carried by the...

September 13, 2026 2 min read
How to See an Activity's Assigned Resources
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How to See an Activity's Assigned Resources

The Resources tab lists the resources assigned to the selected activity. The Resources tab covers one activity at a time. Scope This tab ans...

September 13, 2026 2 min read
How to Trace Predecessors and Successors
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How to Trace Predecessors and Successors

The Relationship tab shows the logic around the selected activity in two tables. Predecessors and successors are listed separately, each wit...

September 13, 2026 2 min read
How to Open the Activity Details Panel and View General Details
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How to Open the Activity Details Panel and View General Details

Learn how to open the Activity Details panel in XER Reader and inspect key properties on the General tab, including activity name, schedule dates, and activity type.

September 13, 2026 2 min read
How to Copy Schedule Data to a Spreadsheet
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How to Copy Schedule Data to a Spreadsheet

Copy places the selected activities on the clipboard in a form that pastes into a spreadsheet. Copy takes the columns currently displayed, s...

September 13, 2026 3 min read
How to Expand and Collapse Grouped Activities
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How to Expand and Collapse Grouped Activities

The Tree button expands and collapses the grouped hierarchy across the whole schedule. The Tree menu applies to the whole hierarchy at once....

September 13, 2026 2 min read
How to Filter and Sort on a Column
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How to Filter and Sort on a Column

Every column header carries its own filter and sort, applied to that column only. Each column header opens its own filter and sort controls....

September 13, 2026 4 min read
How to Save and Manage Custom Filters
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How to Save and Manage Custom Filters

An expression filter built on the activity table can be named and reused. Saved filters persist between sessions and appear on the Filter me...

September 13, 2026 2 min read
How to Apply Built-in Activity Filters
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How to Apply Built-in Activity Filters

Four supplied filters are available on the Filter button of the Views tab. The Filter menu holds the four supplied filters, the save and man...

September 13, 2026 2 min read
How to Filter a Schedule by WBS
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How to Filter a Schedule by WBS

The WBS Filter restricts the activity table and the Gantt chart to one branch of the Work Breakdown Structure. The WBS Filter panel lists th...

September 13, 2026 2 min read
How to Group Activities by WBS, Activity Codes and Dates
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How to Group Activities by WBS, Activity Codes and Dates

Grouping gathers activities into collapsible group rows. Rules stack, so the first rule forms the outer level and the next nests inside it....

September 13, 2026 4 min read
How to Create, Save, and Export Workspace Layouts
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How to Create, Save, and Export Workspace Layouts

Learn how to save custom column configurations, filters, and Gantt settings into reusable layout files.

September 12, 2026 2 min read
How to Configure Gantt Bar Styles, Progress Fills, and Activity Labels
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How to Configure Gantt Bar Styles, Progress Fills, and Activity Labels

A complete guide to configuring Gantt bar styles, progress completion fills, and activity text labels in XER Reader.

September 12, 2026 2 min read
How to Customize Activity Columns and Data Fields
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How to Customize Activity Columns and Data Fields

Step-by-step guide to adding, removing, and reordering data columns in the XER Reader activity table.

September 12, 2026 2 min read
How to Open and Switch Between Multiple Schedule Files
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How to Open and Switch Between Multiple Schedule Files

Instructions on using the Recent Files menu and switching projects between XER, MPP, and XML files.

September 12, 2026 2 min read
How to Find Activities in Large Schedules (Find & Search)
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How to Find Activities in Large Schedules (Find & Search)

Learn how to locate activities instantly by ID, Name, or date across schedules with tens of thousands of tasks using XER Reader native Find tool.

September 12, 2026 2 min read
How to Navigate the Primary Interface: Toolbars, Panels, and Schedule Views
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How to Navigate the Primary Interface: Toolbars, Panels, and Schedule Views

A visual guide to XER Reader navigation: the top Ribbon toolbar, 6 core schedule views, contextual view tools, and collapsible dock panels.

September 12, 2026 2 min read
How to Adjust Gantt Timescales, Zoom Levels, and Timeline Units
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How to Adjust Gantt Timescales, Zoom Levels, and Timeline Units

Learn how to configure Gantt chart timescale tiers, adjust zoom levels, and customize timeline units from multi-year overviews down to daily and hourly granularity in XER Reader.

September 12, 2026 5 min read
How to Open Primavera P6 (.xer, .xml) and MS Project (.mpp) Files
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How to Open Primavera P6 (.xer, .xml) and MS Project (.mpp) Files

Step-by-step instructions to open schedules via the File menu, drag-and-drop, and Recent Files list in XER Reader.

September 12, 2026 2 min read