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Review handover readiness in the Forward Look dashboard

Use the Forward Look Handover Readiness widget to monitor inbound and outbound handovers, spot items at risk, and open or create handovers from the dashboard.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Forward Look Handover Readiness widget​

From your PlanOps dashboard, scroll to the Forward Look area and locate the Handover Readiness widget showing inbound and outbound handover items.

Open the Forward Look Handover Readiness widget

Step 2: Review inbound and outbound handovers​

Use the direction filters to switch between viewing all handovers, only inbound, or only outbound, and scan the list of items with their stage, completeness, and target date.

Review inbound and outbound handovers

Step 3: Identify at-risk handovers​

Look for items marked as at risk, where the target date is approaching and completeness is below the threshold, so you can prioritise follow-up actions.

Identify at-risk handovers

Step 4: Open a handover from the widget​

Select a row in the handover list to open the full handover record in a new view, where you can review detailed information and take further actions.

Open a handover from the widget

Step 5: Create a new handover​

Use the "New" button in the widget header to start creating a new handover record, then continue the setup in the handover creation page.

Create a new handover

Step 6: Refresh the handover data​

Click the refresh icon in the widget toolbar to reload the latest handover information from the system, ensuring you are working with up-to-date data.

Refresh the handover data

Last updated: 2026-07-16