Assurance Workflow
How a migration plan moves through AssurePlan from import to export.
Workflow Stages
AssurePlan is organized around a controlled project assurance workflow.
- Import the latest plan export.
- Complete missing plan context in the editable workspace.
- Run an assurance scan against deterministic migration rules.
- Review risks, PM actions, data blockers, and evidence.
- Compare what-if options when a plan needs a controlled recovery path.
- Regenerate the report preview from the latest reviewed state.
- Export the Steering Committee Brief and updated plan.
Why The Stages Matter
Each stage protects the next one. Plan edits make downstream scan, what-if, and report outputs stale. A new scan makes older report previews stale. Saving a what-if recommendation requires the report preview to be regenerated before export.
This keeps the product simple for users while preventing stale or unsupported output from becoming a formal deliverable.
PM Review Loop
Findings are not automatically promoted into a report. A PM can mark findings as accepted, needing input, or dismissed. Data blockers remain excluded from formal report inclusion until the underlying data issue is corrected.