Documents

The Documents view turns your project’s own data into written deliverables — a project charter, a status report, a risk register write-up, and so on. Each one is drafted from the registers, stakeholders, and project details already in the project, not written from scratch.

The document catalog

Which documents a project offers comes from its methodology — the way of working you picked during onboarding (PMBOK, ISO 19650, or Agile). See Create a project.

The available documents are listed under Documents in the sidebar, grouped by type. For example, a PMBOK project offers a Plans group (project charter, project management plan, communications management plan, stakeholder engagement plan, lessons learned) plus a Reports & summaries group; an ISO 19650 project offers information-management deliverables (EIR, BIM execution plan, MIDP, TIDP, and others); an Agile project offers backlog, release, and sprint documents. Every methodology shares the same Reports & summaries group — the register narratives (status report, risk register, issue log, decision log, action item log, stakeholder register).

Note

A document in the list may show “Generator not yet available”. That means the deliverable belongs to your methodology but the app can’t draft it yet — pick another, or check back later.

Generating a document

Open a document from the sidebar, then use the button at the top right:

• Generate — drafts the first version.
• Regenerate — drafts a fresh version from the current project data.

Generation is an LLM pass (an AI model reads your project data and writes the document). It pulls the relevant registers and project details and composes the text from them, so the result reflects what’s actually recorded. The generators are instructed not to invent detail that isn’t in the data — where a section has no source data, the draft says so or leaves a brief placeholder instead.

A draft can take a little while. When it finishes, the document appears below, showing its version number, when it was generated, and the model used (when recorded).

Versions

Every Generate or Regenerate creates a new version — earlier versions are kept, not overwritten. The view always shows the latest version, and notes how many versions exist when there’s more than one.

Permissions

You need read access to a project’s documents to open this view, and write access to generate or regenerate. Document access is governed by your role’s permissions.