Reports and Exports
What AssurePlan exports and when export is allowed.
Steering Committee Brief
The primary report output is a Steering Committee Brief. It is designed for management review and should summarize current assurance status, top risks, required decisions, recommended next actions, selected what-if context, PM actions, and data-quality notes.
Updated Plan
The updated plan export reflects the current confirmed plan state. It should include imported values, user-confirmed edits, added assurance tasks, and the fields needed for downstream PM execution.
Export Gates
Formal export should be blocked when:
- The report preview is stale.
- No evidence-backed findings have been reviewed for inclusion.
- The current scan no longer matches the current plan version.
- Required data quality issues still prevent reliable analysis.
Export History
Saved workspaces can show recent report exports so a PM can see what has already been generated from a project workspace.