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Review schedule item details

Review all key information, AI triage, and history for a single schedule item in a side panel.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the schedule item detail panel​

Select a schedule item from your schedule view to open its detail panel, shown as a dialog on the right side of the screen.

Open the schedule item detail panel

Step 2: Check the header information​

At the top of the panel, review the item title, reference and due date, responsible party, and current status to confirm you are looking at the correct item.

Check the header information

Step 3: Review the AI triage assessment​

In the AI triage banner, check whether the item is flagged as a concern or a pass, along with the confidence percentage and a short summary of the assessment.

Review the AI triage assessment

Step 4: Examine AI triage reasons​

Read the detailed reasons listed under the AI triage banner to understand which specific issues or checks the AI has highlighted.

Examine AI triage reasons

Step 5: Confirm information requirements and milestone​

Scroll through the panel to review the level of information need, acceptance criteria, and the associated milestone so you know what must be submitted and by when.

Confirm information requirements and milestone

Last updated: 2026-08-12