Owner Report
Generate an executive project-health summary for owners and stakeholders. Rolls up engine-run history, tracker state, risks, and schedule variance into a 1–2 page brief.
What it does
Owner Report pulls from everything the project has accumulated — engine sessions, tracker rows, risk flags, schedule data, budget burn — and synthesizes an executive brief: project status, schedule variance, budget position, top risks, RFI/CO/submittal counts, and PM asks-of-the-owner for the next period.
Use it for monthly owner meetings, stakeholder updates, and board-level reporting. One click replaces an hour of PowerPoint.
When to use it
- Before your monthly owner meeting.
- Any time an owner asks "where are we?"
- Closing out a reporting period (weekly, biweekly, monthly).
What to upload
No upload required by default — the engine pulls from the active project's state. You can optionally upload a narrative brief or recent progress report to add context the tracker state doesn't capture.
Step by step
Open the engine
Sidebar → Engines → Owner Report.
Set reporting period
Week / Month / Custom date range. Defaults to "since last report" if you've run this engine before.
Optionally add narrative
Paste or upload any PM notes / progress narrative you want integrated.
Run
30–60 seconds — the engine scans your project's engine sessions + tracker state + schedule for the period.
Review sections
Executive summary, schedule position, financial position, RFI/CO/submittal counts, top risks, PM asks.
Export
PDF (formatted for owner meetings) or PPTX (editable deck with one slide per section).
Understanding the results
2–3 sentences — project status + the one or two things the owner needs to know.
Variance vs baseline, projected substantial-completion date, critical-path items at risk.
Budget burn, CO totals, anticipated remaining cost, contingency remaining.
RFIs + COs + submittals + pay apps this period, with response-time stats.
Pulled from engine runs + tracker flags over the reporting period.
Specific decisions or inputs the PM needs from the owner before the next reporting period.
Every control, explained
Reporting period selectorWeek / Month / Custom.
Include narrative inputFree-form text for PM-side context.
Run analysisOne run.
Export PDFOwner-meeting report.
Export PPTXOne slide per section — editable deck.
Copy as emailPastable text version for inline-email update.
Chains
Chains into
Chained from
Exports
- PDF — formatted owner report.
- PPTX — one slide per section, editable.
- Email-ready text — copy + paste into an email.
Troubleshooting
Project state is limited — fewer engine runs and tracker items means less for the engine to synthesize. Add a narrative brief in the input to give it context, or run more engines first.
Requires a baselined schedule in the Schedule tool. Without a baseline, the engine can't compute variance.