Frequently Asked Questions

Is Planner the same as Report Forge?

No. Planner is for schedule import and schedule analysis. Report Forge is for repeatable report cycles, structured inputs, output design, and exports.

Is Workflows a reporting tool?

Workflows can support reporting evidence, but its core job is controlled review, transmittals, correspondence, permissions, and audit history.

When should a team use all three products?

Use all three when the project needs schedule insight, recurring formal reporting, and controlled document or communication workflows.

Where should schedule visuals appear?

Planner is the primary schedule analysis product. Report Forge can include schedule-related visuals in a report output when schedule evidence needs to be presented to stakeholders.

Where do approvals belong?

Report Forge can review report editions. Workflows controls document and process approvals where a routed audit trail is required.