Review handover readiness and open related items
Review upcoming handovers, identify items at risk, and open or create handover records directly from the dashboard widget.
This guide is designed for project manager.
Steps
Step 1: Open the Forward Look dashboard
Navigate to the Forward Look area of the PlanOps dashboard where the Handover Readiness widget is displayed alongside other planning widgets. The widget may briefly show loading placeholders before the data appears.
Step 2: Review at-risk handover items
In the Handover Readiness widget, scan the list of handover items highlighted as at risk based on their due dates and completeness. Each row shows the reference, title, direction, stage, completeness, and target handover date so you can quickly understand current status.
Step 3: Filter by handover direction
Use the direction controls in the widget to switch between viewing all handovers, only inbound handovers to your team, or only outbound handovers from your team. This helps you focus on the responsibilities most relevant to your role.
Step 4: Open a handover item for more detail
Select a row in the list to open the full handover record in its workspace view. This lets you review detailed information, update progress, or coordinate actions with your team and external parties.
Step 5: Create a new outbound handover
Use the "Create new" action in the widget to start a new outbound handover when you identify a need that is not yet captured. You will be taken to the relevant workspace screen to complete the new handover details.
Last updated: 2026-09-03