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Work out the trade packages and what each one carries

Category: Quality

Reads your documents for every trade package and its scope. Flags the high-risk and programme-critical ones, and proposes a contractor for each.

Input Parameters​

ParameterTypeRequiredDescription
Additional Review InformationTextNoOptional additional information, assumptions, or specific focus areas for the assessment (e.g. st...
Files to ReviewDocument PickerNoSelect existing project documents, or upload new files (up to 12).
Additional User Input / NotesTextNoOptional free-text notes, constraints, or clarifications that should be taken into account when i...
Include Programme ActivitiesBooleanNoIf enabled and the project has a construction programme, the project's programme activities are p...
Create the packagesBooleanNoIf enabled, creates a package for each trade identified, ready to track quality, ITPs and the com...
Create Summary ReportBooleanNoIf enabled, creates a markdown report summarizing all packages and their risk assessments.

Outputs​

Summary​

Type: Text/Markdown

Summary

Outputs​

Type: Array

Outputs

Completion Time​

Type: Text/Markdown

Completion Time

Report Id​

Type: Text/Markdown

Report ID

Packages Created​

Type: Number

Packages Created

Type: Number

Programme Activity Links

Packages With Contractor​

Type: Number

Packages With an Installing Contractor

Packages Contractor Ambiguous​

Type: Number

Packages Left Unassigned as Ambiguous

Disclaimer​

Type: Array

Disclaimer

Example Use Cases​

Identify Trades from Spec​

Assess work packages and trades from specification documents.

Configuration:

  • Create Packages: True
  • Create Report: True

Tags: package-breakdown · scope-assessment · risk-flagging · planops-report · workspace-items


Last updated: 2026-08-31