How to:

Analyse Changes & Trends

xertoolkit.com
Project Comparison Feature Overview

Feature Included

Compare unlimited project versions

ü
Check Items added, deleted or modified
ü
Analyse activity date trends over time
ü
View resource and cost allocation changes
ü
View activity code assignment changes
ü
Export detailed results to Microsoft Excel
ü
Step 1.

Select to “Compare
Projects” from the
Analysis menu.
Step 2.

Select to “Manage
Projects” from the
left-hand menu. 2

Step 3. 3

Select all projects to

be analyzed.
Step 4. 5 Use the filter box
to find specific
check-types.
Select the check
category from the list. 4

Step 5.

Select the specific

check to view the
details of the
changes identified

The number
displayed in brackets
signifies the number
of changes identified.

*Only checks that identify changes will be displayed within the ‘changes identified’ list.
Step 6.
Use the filter box to find result
details, such as specific activities
Use the expand/
or milestones.
collapse buttons to
view or hide details of 6
changes identified.

Use the “expand all” checkbox to

expand the details of all changes.
Step 7.

View the check

values and delta
between each project
version within the
detail table.
Cross reference check details for each project using ID #

See value delta between project

versions displayed within
brackets.
Step 8.

Select to “Export
results” from the
left-hand menu.
8

Step 9.

Download MS Excel
workbook and use
the worksheet tabs to
view check-category
results.

9
Step 10. Cross reference check details for each project using ID #

View the check

values and delta
between each project
version within the
worksheet columns.