Core Schedule & Tasks 33

• Open a Microsoft Project file (.mpp or .xml). “open the schedule at C:\Projects\Tower A.mpp”
• Create a new blank project without needing a file on disk. “start a new blank project called Tower B”
• Get summary information about the currently active project. “give me an overview of this project”
• Set project metadata properties. “update the project title and manager name”
• Save the active project (in place). “save the file”
• Save the active project to a new path. “save a copy of this as Tower A v2.mpp”
• Close the active project. Set save=True to save before closing. “close the project without saving”
• Get tasks from the active project. “list all the tasks”
• Get full details for a single task by its UniqueID. “show me task 245”
• Return all tasks on the critical path (non-summary). “what's my critical path”
• Return tasks filtered by RAG status stored in the Text1 custom field. “show me all the red tasks”
• Return incomplete tasks whose Finish date is in the past. “which tasks are overdue”
• Return all tasks assigned to a named resource (case-insensitive substring match). “what is John working on”
• Calculate each task's weightage (%) relative to the whole project. “how much does each task weigh toward the whole project”
• Update one or more properties of a task identified by UniqueID. “push task 12 out to next Monday”
• Update RAG status for multiple tasks at once. “mark tasks 10, 11 and 12 as red”
• Update multiple tasks in one call. Suspends auto-calc for performance. “update the dates for all the foundation tasks at once”
• Add a new task to the active project. “add a task called Pour Slab starting next week”
• Add multiple tasks in one call. Critical for roadmap generation. “add these 20 tasks from my roadmap in one go”
• Delete a task by its UniqueID. This cannot be undone after save. “delete task 88”
• Set a task to manually or automatically scheduled. “make task 5 manually scheduled”
• Set manual/auto schedule mode for multiple tasks, or by scope. “switch all the summary tasks to auto scheduled”
• Set a scheduling constraint on a task. “task 40 must not start before 1 March”
• Remove the estimated '?' flag from all task dates in the active project. “get rid of all those estimated duration question marks”
• Rename custom text fields (Text1-Text30) to meaningful labels. “rename Text1 to Contractor”
• Add a predecessor link between two tasks. “make task 20 depend on task 15 finishing”
• Add multiple predecessor links in one call. “link up this whole list of tasks in sequence”
• Remove a specific predecessor link from a task. “remove the link between task 20 and task 15”
• Get all predecessor and successor dependencies for a task. “what does task 30 depend on”
• Open an MS Project XML file (e.g. the consolidated EXPO 2030 roadmap). “import the consolidated roadmap XML”
• Export the active project to MS Project XML format. “export this project as XML”
• Search for tasks by name (case-insensitive substring match). “find any task with 'electrical' in the name”
• Return a high-level progress summary: “how far along is the project overall”

WBS 2

• Promote or demote a task in the WBS hierarchy. “indent task 14 under its parent”
• Export the full WBS hierarchy as a nested JSON tree. “show me the full WBS breakdown”

Critical Path & What-If 3

• Return the critical path as an ordered chain from project start to finish. “walk me through the critical path from start to finish”
• Return critical tasks and key milestones that fall within a date range. “what's critical between March and April”
• What-if analysis: 'If I delay task X by N days, what happens to the schedule?' “what happens if task 40 slips by 10 days”

Baselines & Earned Value 4

• Return float/slack metrics and schedule health for all non-summary tasks. “how much float does each task have”
• Save a baseline snapshot for earned value and variance tracking. “save baseline 1 now”
• Clear a previously saved baseline. “clear out baseline 2”
• Return earned value metrics for all non-summary tasks. “what's my SPI and CPI right now”

Schedule Validation & Delay Claims 7

• Comprehensive schedule health check — the PMO's best friend. “run a health check on this schedule”
• Review the active project schedule with AI reasoning. “give me a full AI review of the schedule”
• Analyse the active schedule for fixable issues and export a backup. “what needs fixing in this schedule”
• Apply fixes from another ProjecX tool for the approved categories. “go ahead and fix the missing predecessor issues”
• Analyse the schedule impact of a delay event using Critical Path Method. “the foundation pour was delayed 10 days by weather, what's the impact”
• Generate a Word (.docx) Extension of Time claim report. “turn that delay analysis into an EOT claim document”
• Milestone-focused status report for executive dashboards. “what milestones are coming up in the next 30 days”

Risk & Copilot 2

• Proactively surface the top 3 business-level schedule concerns as of the project status date. “what should I be worried about on this project”
• THE single tool for risk analysis / risk assessment requests. “give me a full risk assessment”

Resource Management 8

• Get all resources in the active project. “list all my resources”
• Add a resource to the project resource pool. “add a new resource called Sarah, a carpenter”
• Assign a resource to a task. If the resource doesn't exist, it is created. “assign Mike to task 25”
• Resource allocation view with conflict detection. “is Mike over or under booked next month”
• Run MS Project's built-in resource leveling algorithm. “level the resources to fix the overallocations”
• Set a soft deadline on a task. Shows a visual indicator if finish > deadline. “task 60 has a deadline of 1 June”
• Activate or deactivate a task. Deactivated tasks are excluded from scheduling “deactivate task 90, it's not happening anymore”
• Preview bulk changes without modifying anything — the enterprise safety net. “preview this batch of changes before I commit them”

Calendars 3

• List all base calendars in the project and which one is active. “what calendars does this project have”
• Add a holiday or exception to a base calendar. “add Chinese New Year as a holiday”
• Switch the active project's base calendar. “switch the project calendar to Night Shift”

Custom Fields & Formulas 10

• Write any custom field on a task: Text1-30, Number1-20, Date1-10, Flag1-20, Duration1-10. “set the productivity value on task 12 to 85%”
• Get all unique values for a custom field across all tasks. “what values are in the Contractor field”
• Create a named custom column: assigns the next free internal slot, renames it in “add a custom column called Productivity”
• List all registered custom columns created via create_custom_column, “what custom columns have I already set up”
• Remove a custom column from the registry and reset its MS Project field name/formula. “remove the Productivity column”
• Register an already-renamed custom field in the name registry. “I already renamed Text2 to Productivity in MS Project, register it”
• Read a custom column value for a single task. “what's the Productivity value on task 40”
• Fill a custom Number column for all tasks using two fields and an arithmetic operation. “calculate cost per unit across all tasks”
• Fill a custom Number column using an arbitrary arithmetic expression. “calculate Weightage as Work divided by total project work times 100”
• Attempt to set a native MS Project formula on a custom column via COM. “set a native formula on the Productivity column”

Filtering & Grouping 2

• Powerful AND-logic filtering across all task fields with sort and pagination. “show me tasks that are both overdue and critical”
• Group non-summary tasks by a field and return counts per group. “group tasks by resource and show me the counts”

Resource Histogram 1

• Generate a resource workload histogram as a single HTML report. “show me a workload histogram for the next 3 months”

Timeline Compression 3

• Fast in-memory schedule compression preview. “what if I need to finish two weeks earlier, what are my options”
• COM-accurate schedule compression simulation. Modifies the project temporarily, “actually run that compression scenario against the real schedule”
• Apply schedule compression strategies to the live MS Project schedule. “apply the fast-tracking strategy we discussed”

Look-Ahead & Planning 3

• Generate look-ahead rolling program data grouped by week. “generate a 2 week lookahead program for this project”
• Render look-ahead rolling program data as a self-contained HTML dashboard. “turn that lookahead into an HTML dashboard”
• Render look-ahead rolling program data as an Excel workbook. “export the lookahead as an Excel file”

Multi-Project 2

• List all open projects in MS Project with metadata. “what projects do I have open right now”
• Switch the active project by name (substring match) or 1-based index. “switch to the Tower B project”

Power BI Export 1

• Export full project intelligence data model as Excel workbook for Power BI Desktop. “export everything for Power BI”

Progress Dashboard 2

• Generate a full HTML progress dashboard in a single step. “build me a full progress dashboard”
• Calculate how many days ahead or behind schedule you are, given just a planned % complete and an actual % complete (S-curve horizontal-shift method) — no full report needed. “we're at 42% actual against 55% planned, how many days behind are we”

Project Operations 39

• Variance report between two baselines, or baseline vs current schedule. “compare baseline 1 against the current schedule”
• Recursive walk of the dependency chain — 'what's downstream if this slips?' “what's downstream if task 30 slips”
• Assign resources to multiple tasks in one call. “assign resources to this whole batch of tasks”
• Remove a specific resource from a task. “take Mike off task 25”
• Modify an existing resource's properties. “change Mike's standard rate to $50/hr”
• Reposition a task to appear after another task. “move task 12 to right after task 40”
• Rolled-up % complete per WBS branch — the PMO dashboard. “what's the percent complete for each WBS section”
• Duplicate a task subtree (reusable programme templates). “duplicate this task group 3 times for the other towers”
• Create a dependency link across open projects. “link task 10 in Tower A to task 5 in Tower B”
• Export filtered task data to CSV for PowerBI / Excel dashboards. “export the task list to CSV”
• Set deadlines on multiple tasks at once. “set deadlines on all the milestone tasks”
• Find tasks with positive float — where can we absorb delay? “which tasks have at least 5 days of slack”
• Set a task-level calendar override (e.g. 24/7 for commissioning phase). “put task 70 on the 24/7 calendar”
• Budget rollup with cost fields. “what's the total budget rollup”
• Safety net — undo last N operations in MS Project. “undo my last change”
• Create a new base calendar, optionally copying from an existing one. “create a new calendar based on Standard”
• Insert an external .mpp file as a subproject. “insert the MEP subproject after task 50”
• Apply MS Project's built-in or custom named filter to the Gantt view. “apply the Critical filter to the Gantt view”
• Full project state dump for version control / diff. “save a full snapshot of the project for later comparison”
• Return all tasks with non-default (non-ASAP) scheduling constraints. “show me every task with a hard constraint”
• Delete a resource from the project pool (case-insensitive match). “remove Sarah from the resource pool”
• Return actual vs remaining work per task and project totals. “how much work is actually done vs remaining”
• Recalculate the active project schedule. “recalculate the schedule”
• List all exceptions (holidays, non-working days) defined on a calendar. “what holidays are set on the Standard calendar”
• Lightweight connectivity test. Returns MS Project version, whether a project “check the connection to MS Project”
• Mark all tasks complete through a given date (the weekly PMO ritual). “mark everything complete through last Friday”
• Move remaining work on incomplete tasks to start after the given date “push all incomplete work to start after today”
• Delete a base calendar by name. Cannot delete the project calendar. “delete the Night Shift calendar”
• Remove a specific exception (holiday/non-working day) from a calendar. “remove that holiday from the Standard calendar”
• Assign a specific base calendar to a resource (e.g., part-time, different timezone). “put Mike on the Night Shift calendar”
• Get period-by-period timephased data for a task. Essential for S-curves, “give me the weekly work breakdown for task 40”
• Modify working hours for a specific day of the week in a calendar. “change Tuesday's working hours on the Standard calendar”
• Show resource allocation vs capacity per period. Shows max units, allocated “how much spare capacity does Mike have next month”
• Schedule and cost variance per task compared to a baseline. “how far off schedule and cost are we vs baseline”
• Compare two JSON snapshot files (from snapshot_to_json) and return “compare last week's snapshot with this week's”
• Set a hyperlink on a task. “attach a link to the drawing for task 40”
• Add a recurring task to the project. “add a weekly site meeting every Monday”
• Get cost rate tables (A through E) for a resource. “what are Mike's rate tables”
• Set or add a cost rate entry in a resource's rate table. “set Mike's overtime rate to $75/hr”

S-Curves 3

• Generate S-curve data for the active project by aggregating timephased “show me the physical progress S-curve”
• Generate a cost S-curve for the active project by aggregating timephased “show me the cost S-curve”
• Export the physical or cost S-curve to Excel with the curve already plotted as a native chart — ready to open, not just raw numbers in a spreadsheet. “give me the cost S-curve in Excel with the chart already plotted”