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View generated documents

Review the documents PlanOps has generated for your project from the Generated Documents view of the Reports section, and open any document to view or download it.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Generated Documents view​

Navigate to the Reports section and switch to the Generated Documents view; the list of generated documents loads automatically.

Step 2: Review the list of generated documents​

Scan the list to see each document's name, type, status, and the date it was generated.

Step 3: Filter or search generated documents​

Use the search and filter controls to find a document by name, type, or date.

Step 4: Open a generated document​

Select a document to open it, where you can review its contents and download it for sharing or record-keeping.

Last updated: 2026-05-31