Owner Report
Owner Report is the engine that writes an executive project-health brief for owners. It pulls from the project's engine sessions, tracker rows, risk flags, schedule data and budget burn, and summarizes status, schedule variance, budget position, top risks, RFI, CO and submittal counts, and the PM's asks of the owner in one to two pages.
Updated
What does the Owner Report do?
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 should I use the Owner Report?
Use Owner Report before your monthly owner meeting, whenever an owner asks where the project stands, and when you close out a weekly, biweekly or monthly reporting period.
- Before your monthly owner meeting.
- Any time an owner asks "where are we?"
- Closing out a reporting period (weekly, biweekly, monthly).
What do I upload to the Owner Report?
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.
How do I run the Owner Report?
To run Owner Report, open it, set the reporting period, optionally add a narrative, run it, review the sections and export the brief.
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
40–80 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).
How do I read the Owner Report results?
The result is a brief with an executive summary, schedule position, financial position, activity counts, top risks and the PM's asks of the owner.
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.