| Blueprint | A reusable Report Forge reporting structure. |
| Edition | A Report Forge reporting cycle instance created from a blueprint. |
| Output | A designed Report Forge report view or export. |
| Workflow | A controlled route for review, approval, acknowledgement, or closeout. |
| Transmittal | A formal distribution record for a document package. |
| Correspondence | Traceable project communication with recipients, actions, and status. |
| Schedule import | Loading a schedule file into Planner for schedule review. |
| Schedule quality | Planner checks that identify schedule logic and data concerns. |
| Review matrix | Workflows routing rules that assign reviewers by category or responsibility. |