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Manage handover overview, requirements and delivery

Review a handover’s key details, track completeness, and move between overview, required items, and delivery information in a single view.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the handover workspace item​

Navigate to the relevant workspace item and open its detail page to see the handover header and tabs for overview, required items and delivery.

Open the handover workspace item

Step 2: Review the handover overview and completion status​

In the Overview tab, check the handover header for recipient, stage, revision and target date, and review the completion bar and completeness summary for overall progress.

Review the handover overview and completion status

Step 3: Inspect outstanding required items​

Switch to the Required Items tab to see all handover items, identify what is still outstanding, and understand how each category contributes to overall completeness.

Inspect outstanding required items

Step 4: Manage delivery and inbound submissions​

Use the Delivery and Inbound Submissions tabs to check what has been delivered, review uploads or responses, and ensure all required information has been received.

Manage delivery and inbound submissions

Step 5: Share or raise the public handover page​

From the header quick actions, open or raise the public handover page so external recipients can access the required information and submit their items.

Share or raise the public handover page


Last updated: 2026-08-31