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Read a project retrospective ​

A project just closed and you want to know how it actually went: how many onsite visits it took, how many slipped, whether the work got finished first time. APEX builds this recap for you. When a project is marked completed, a green PROJECT RECAP band appears at the top of its detail page, reading the visits attached to the project so you don't have to assemble a post-mortem by hand.

Before you start ​

  • The project has to be marked completed. The recap band only appears once it is.
  • You need a seat that can open the project's detail page, which every role can. Field operations and viewers see the projects they are assigned to.

Open the recap ​

  1. Open the completed project from the Projects list.
  2. Look at the top of the detail page for the green PROJECT RECAP band.
A completed project's detail page in APEX with the PROJECT RECAP band across the top, summarizing visits, completed visits, first-time fix rate, partners, and duration.A completed project's detail page in APEX with the PROJECT RECAP band across the top, summarizing visits, completed visits, first-time fix rate, partners, and duration.

What the recap tells you ​

The band reads the visits attached to the project and summarizes them:

MetricWhat it means
Total visitsHow many onsite visits the project took
Done / partial / blockedThe outcome breakdown of completed visits
ReschedulesHow many times a visit got pushed
First-time-fix %Share of work finished without a return trip
Partner countHow many partners worked the project
Duration in daysHow long the project ran end to end

If the project has a discussion thread, the last few messages often include the partner's own retrospective notes, the "what we'd do differently next time." The 5th Avenue Webex rollout demo project includes a model four-point retrospective from the lead integrator if you want to see what a good one reads like.

See the same data across projects ​

One project's recap answers "how did this one go." When you want the pattern across many projects, the Field Ops Reports tab shows the same underlying data as bar charts: Why visits slip by reschedule reason, Visit outcomes, and the partner performance trend.

Going deeper: the recap isn't a separate document you generate or edit. It's computed live from the visit records on the project, so it always reflects what was actually logged in the field. If a number looks off, the fix is in the visit records, not the recap.

Result ​

You get the summary a post-mortem would give you, drawn straight from what partners logged during the work, without anyone writing it up.