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Documentation / Plan and work

Use the planning tools

Choose a calculator or document generator and review its assumptions.

Choose a calculation or a document

The tool library separates calculations from project documents. The definition checker, estimate, RACI and risk tools operate on the inputs you supply; document generators assemble the sections you complete.

Open the tool's own explanation and assumptions before relying on its result. A result supports your judgment about the project; it does not replace the sponsor's decisions.

Open the tool libraryCheck a project definitionExplore an estimateWork with risk

Use a small example first

  1. Enter a small, non-confidential example so you can understand the tool's behavior.
  2. Inspect the result and its explanation.
  3. Change one input and check how the result changes.
  4. Apply the tool to the engagement only after you understand the relevant assumptions.

Read a term where it is used

The existing glossary explains project documents and dependency relationships. Follow the glossary's link back to the relevant tool or plan.

Project scope statementStatement of workClaimed and verified work

FeatureVisionCurrent stateGapPlanned timing
Planning documentsProject plans and client paperwork that agree.Standalone document generators create Markdown from your fields; authorized project instruments have a separate save/export path.More connected review across the plan and its documents.Not yet scheduled
Planning toolsUseful analytical support beside the project work.Definition, estimate, RACI and risk tools use the inputs you supply and explain their approach.The tools are used separately; automatic assembly into one project workflow is not connected.Not yet scheduled

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Documentation prepared with AI assistance; examples checked against Kanbai. Your team owns and reviews its project documents.

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