Packages & Trades Assessment
Category: Quality
Starting procurement and need a clear picture of your work packages? This task analyses project documents to identify all trades and work packages with scope descriptions — assessing each for risk factors including high-risk activities, difficult-to-rectify works, and programme-critical items. Outputs a comprehensive breakdown to support procurement planning and risk management.
Input Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
| Additional Review Information | Text | No | Optional additional information, assumptions, or specific focus areas for the assessment (e.g. st... |
| Files to Review | Document Picker | No | Select existing project documents, or upload new files (up to 5). |
| Additional User Input / Notes | Text | No | Optional free-text notes, constraints, or clarifications that should be taken into account when i... |
| Include Programme Activities | Boolean | No | If enabled and the project has a construction programme, the project's programme activities are p... |
| Create Package Workspace Items | Boolean | No | If enabled, creates Package lifecycle objects (workspace items) for each identified trade/package... |
| Create Summary Report | Boolean | No | If 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
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: 2026-06-24