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Schedule to Report to Review

Some teams use all three products in a connected project rhythm: analyze the schedule, publish the report, then route supporting records through controlled review.

Schedule to report to review workflow

Example lifecycle

  1. A planner imports the project schedule in Planner.
  2. The planner reviews critical path, float, constraints, milestones, and schedule quality.
  3. The reporting owner uses the findings as evidence in a Report Forge edition.
  4. Report Forge produces a weekly or monthly report output.
  5. Workflows routes supporting documents, actions, transmittals, or correspondence when formal control is required.

Important distinction

Planner evidence can inform a report, and a report can trigger workflow actions, but each product keeps its own job clear.