SOFT reports

A SOFT report is a structured project assessment in four sections: Strengths, Opportunities, Failures, Threats. Sageon Business auto-drafts them from your project data and lets you edit before publishing.

When to use SOFT

• Monthly — project health for steering group
• End of phase — input to the next gate
• Board reports — quarterly portfolio review
• Handover — context for the next PM

Generate a SOFT report

From a project → SOFT Reports → + New report:

1. Pick the period (this month / last 90 days / since last report)
2. Sageon Business pulls relevant data — RAG history, closed/open RAID items, milestone progress, financial trend, recent decisions
3. Auto-drafts the four sections
4. Edit anything you want to tone up/down
5. Approve → it's locked and timestamped

The four sections

• Strengths — what's going well; achievements since last report
• Opportunities — emerging wins; chances to accelerate or improve
• Failures — what hasn't worked; missed milestones, slips, busts
• Threats — risks that could derail the remaining project

Approval workflow

Reports go through Draft → Submitted → Approved. Once approved, the report is immutable and stamped with the approver.

This matters: SOFT reports often end up in board packs. Immutability gives them audit-trail credibility.

Reading historical SOFT reports

The Reports tab lists every approved report. You can see the project's trajectory in one place — "how have we talked about this project over the last 6 months?" is a useful signal.

Tips

• Don't edit too aggressively. Sage's auto-draft is grounded in actual project data. Heavy edits often mean you're spinning.
• One report = one period. Don't try to merge multiple periods or backfill missing reports.