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Monitor forward look handover readiness

Use the Forward Look Handover Readiness widget to review upcoming handovers, spot at-risk items, and open detailed handover records.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Forward Look Handover Readiness widget​

Navigate to your PlanOps dashboard and locate the Forward Look Handover Readiness widget, shown as a card with handover readiness details and status icons.

Open the Forward Look Handover Readiness widget

Step 2: Review at-risk handovers​

In the widget, scan the list of handovers highlighted as at risk, focusing on those with low completeness percentages or dates nearing the current date.

Review at-risk handovers

Step 3: Filter by inbound or outbound direction​

Use any available direction filters within the widget to switch between all handovers, inbound handovers to your team, and outbound handovers from your team.

Filter by inbound or outbound direction

Step 4: Open a handover for more detail​

Click a row in the handover list to open the full handover record in a new view, where you can review metadata, progress, and next actions.

Open a handover for more detail

Step 5: Create a new handover from the widget​

Select the create or plus button in the widget header to start a new handover record, then continue configuration in the dedicated handover workspace.

Create a new handover from the widget

Step 6: Refresh handover readiness data​

Click the refresh icon in the widget header to reload the data so that the list of handovers and their completeness are up to date.

Refresh handover readiness data

Last updated: 2026-09-01