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Create a handover using the Handover Wizard

Use the Handover Wizard to set up a new handover, choose the recipient, and apply a template of required items.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Handover Wizard​

From your project workspace, choose the option to add a new handover item to open the Handover Wizard.

Open the Handover Wizard

Step 2: Choose the handover direction​

Select whether the handover is from subcontractor to contractor or from contractor to client so the correct templates and fields are shown.

Choose the handover direction

Step 3: Select the recipient organisation​

Use the organisation picker to search for and select the company you are handing over to; this will populate the recipient organisation details.

Select the recipient organisation

Step 4: Select the recipient contact​

Use the contact picker to choose the main person who should receive the handover so their name and email are captured.

Select the recipient contact

Step 5: Choose a handover template​

Use the template picker to select a handover template that matches your direction, which seeds the list of required items automatically.

Choose a handover template

Step 6: Configure packages and required items​

If available, use the package picker to associate relevant work packages so the correct required items are included.

Configure packages and required items

Step 7: Add handover details​

Enter the handover title, internal description, target handover date and any other required metadata for the workspace item.

Add handover details

Step 8: Review and submit the handover​

Check the recipient details, template and required items, then submit the wizard to create the handover and apply the selected template.

Review and submit the handover

Last updated: 2026-07-09