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Summarise the programme for a report or plan

Category: Planning

Writes a short summary of the key dates, phases, milestones and sequence, ready to drop into your plans and management reports.

Input Parameters​

ParameterTypeRequiredDescription
Document PurposeDropdownNoSelect the primary purpose for this programme summary to tailor the output appropriately.
Sections to IncludeMultiple SelectionNoSelect which sections to include in the programme summary.
Additional InformationTextNoOptional additional information such as project type, contract form, or specific requirements.

Parameter Details​

Document Purpose

Select the primary purpose for this programme summary to tailor the output appropriately.

Options:

  • general - General Summary
  • cpp_hs_plan - Construction Phase H&S Plan
  • pep - Project Execution Plan
  • client_report - Client Report
  • contractor_coordination - Contractor Coordination

Default: general

Sections to Include

Select which sections to include in the programme summary.

Options:

  • key_dates - Key Dates and Duration
  • phases - Main Phases of Work
  • milestones - Key Milestones
  • critical_path - Critical Path Summary
  • seasonal - Seasonal Considerations
  • high_risk_activities - High-Risk Activities
  • trade_sequence - Trade Sequence Overview

Default: ['key_dates', 'phases', 'milestones', 'critical_path']

Additional Information

Optional additional information such as project type, contract form, or specific requirements.

Default: ``

Outputs​

Summary​

Type: Text/Markdown

Dashboard Summary

Outputs​

Type: Array

Generated Outputs

Completion Time​

Type: Text/Markdown

Completion Time

Report Id​

Type: Text/Markdown

Report ID

Disclaimer​

Type: Array

Disclaimer

Example Use Cases​

Client Programme Summary​

Generate a programme summary for client reporting.

Configuration:

  • Document Purpose: client_report

Tags: programme-summary · schedule-overview · project-planning · health-safety · planops

Last updated: 2026-08-31