Weekly Review & Project Reports

Status without a meeting. Updates without the typing.

Team leaders confirm where each project stands every Monday, in a couple of clicks. Every fortnight, TrackerPlus drafts the update you send each client from the conversations it has already seen.

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Weekly Review

Two clicks a project, checked against the timesheets.

Each project a leader runs gets a short questionnaire. Time logged in the last week is verified for them; when nothing was logged, they say why. On hold asks what it is waiting on, and a client follow-up comes due after three weeks.

Weekly Project Review

Weekly Review

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Weekly Project Review

Confirm the status of each project you lead. Owners are notified when you submit.

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1 of 3 reviews submitted2 remaining for this week

33%

Still to review this week2 pending

Kestrel Yards Warehouse Conversion#A-2356

Kestrel Property PartnersLast logged: 14 Oct 2026

Current: On Hold

1Has this project been worked on within the last week?

YesNo

2Where does this project stand?

ActiveKeep On HoldMark Completed

Project status will remain On Hold.

!What’s the project waiting on?

Waiting on clientInternal review / approvalOther / paused

No client follow-up needed yet — we ask once a project has been on hold for 3 weeks.

Additional notes (optional)Kestrel are reviewing funding for the conversion before we lodge the DA.

Ready to submit

1 of 2 ready to submitFinish the remaining 1 above to include it.

Submit all reviews (1)

Hamish keeps Kestrel Yards on hold, waiting on the client while they review funding for the conversion.

Every Monday

A nudge, then one summary for the owners.

Team leaders get a Monday reminder in Slack or by email, and a pop-up on the dashboard until their reviews are in.

Submitting updates each project’s status and records the answers in its communication history.
Owners get one consolidated summary per submission, and a review history by person or by project.

Dashboard · Weekly Project Review

Three of Hamish’s projects waiting for this week’s review.

Project Report

The fortnightly client update, drafted from what actually happened.

Pick a client group and a period. TrackerPlus reads the email with the client, consultants and contractors, the project’s internal and external chat, and the open queries, then writes a summary for each project with what is waiting on whom.

Reports · Project report

ReportsProject Report

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Project report

Prepare a clear client update from the latest project activity.

New client group

Client groupKestrel Property PartnersReporting periodSince last reportModelClaude Opus 5.5Generate new report

1 accounts · 2 projectsEmail connected: projects@harbourvale.example

Report draftModel: Claude Opus 5.530 Oct 2026, 03:22 pmDelete

7 queries · 13 emails · 6 chat messages · 3 outstanding

Copy to clipboardAI rewritewithClaude Opus 5.5

Kestrel Property Partners — Project update 30 October 2026

Please find below the current position on each project. Items waiting on your team are listed first under each project.

Kestrel Lane

Email summary

7 emails in the period with Fiona Hargreaves. Main topics: board decision on facade option 2 before tender award.

External chat summary

6 messages in the client channel (3 from the client). The main concern raised: tender queries unanswered for a week with the close approaching.

Combined summary

Tender documentation is complete and both tenderers have priced Addendum 2. The cost report puts the facade 9% over budget; three value-management options were issued and option 2 (about $186k saving, no change to the street elevation) is recommended for the board on Thursday. The team logged 154.3 hours in the period.

Outstanding items

Waiting on Ember Fire Engineering

Fire engineering report revision C for the stair pressurisation change — open 7 days (since 23 Oct)

Waiting on Kestrel Property Partners

Board decision on facade option 2 before tender award — open 0 days (since 30 Oct)

Closed since last update

Monthly cost report for the investment committee
Facade value-management options with cost and programme impact

Kestrel Property Partners’ update: the facade over budget, the recommended option for the board, and who each item is waiting on.

Items tracked until they close

Every open query, unanswered invitation and question found in email or chat stays in each report, with how long it has been open.

Rewrite, compare, copy

AI rewrite can tidy, shorten or formalise the draft, or follow your saved prompts. Step back and forward between versions before you copy it.

A timeline to check against

Beneath the draft, a timeline shows the key moments the report found in email and chat, so you can check it before it goes out.

See it for yourself

Open last week’s reviews in the live practice.

Weekly Review and Project Report are under Reports in the demo studio.

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