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Launch a handover wizard for your project

Use the Handover Wizard launcher to start a structured handover, choose the recipient organisation and contact, and apply a template for your project.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the handover wizard launcher​

Navigate to the relevant project and select the option to start a new handover, which opens the Handover Wizard launcher panel.

Open the handover wizard launcher

Step 2: Choose the recipient organisation​

In the launcher, use the organisation picker to select the recipient organisation for the handover so the wizard can scope contacts and details correctly.

Choose the recipient organisation

Step 3: Confirm the recipient contact​

Once an organisation is selected, pick the specific recipient contact from the contact picker, which is automatically filtered to the chosen organisation.

Confirm the recipient contact

Step 4: Select a handover template​

Use the template picker to choose an appropriate handover template so that the wizard preloads the correct structure and content for your handover.

Select a handover template

Step 5: Review project packages to include​

Check and adjust any project packages shown in the launcher so that only the relevant scope is included in the handover.

Review project packages to include

Step 6: Set the target handover date​

Enter the planned target handover date, which uses the standard date input to ensure consistent scheduling across the project.

Set the target handover date

Step 7: Start the handover wizard​

Confirm your selections and launch the full handover wizard, where the chosen organisation, contact, template, and date are pre-populated for you.

Start the handover wizard

Last updated: 2026-06-12