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Complete a package and create its handover

Check a package, a group of related components, is fully finished, then create the handover, the record that formally passes it over, once it's ready.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the package​

From your workspace or project, select the package you want to work on. You'll see tabs for overview, components, and completion.

Open the package

Step 2: Check the package overview​

In the Overview tab, check the title, tags, status, who's assigned, and key dates, so you know you're looking at the right package.

Check the package overview

Step 3: Check how complete it is​

Open the Components tab to see the list of components in the package, and check the progress bar and figures to see how far along it is.

Check how complete it is

Step 4: Refresh the completion figure​

If components have changed recently, select Recalculate to update the completion percentage. Wait a moment while it refreshes.

Refresh the completion figure

Step 5: Confirm it's ready for handover​

Make sure the completion bar shows 100% and everything needed is in place, before you go ahead and create the handover.

Confirm it's ready for handover

Step 6: Start the handover​

Select Create handover to open the handover screen, where you'll set up how this completed package gets passed over.

Start the handover

Step 7: Give the handover a title (optional)​

Type in a clear title for the handover, or leave it blank and PlanOps will use a default one based on the package name.

Give the handover a title (optional)

Step 8: Confirm and create it​

Confirm to create the handover. PlanOps processes the request and lets you know once the new handover's been created.

Confirm and create it

Step 9: Check it went through​

Look for the success message and reference number for the new handover, or check any error message if it didn't go through, and try again.

Check it went through

Last updated: 2026-07-04