Project delivery and milestones

How it works

1. Prepare the input snapshot

   Use the synthetic project or provide Milestone, Owner, DueDate, Progress and NextAction columns. DueDate uses yyyy-MM-dd and Progress is a whole number from 0 to 100.

2. Calculate the review

   The workbook recalculates status from progress and the snapshot date. Completed milestones are Done; an incomplete milestone due before the snapshot is Overdue. The review derives the same status and recovery list.

3. Review the distribution copy

   Read the recovery actions beside the milestone register, then inspect the PDF before sharing it. Keep the Word copy for decision notes and the workbook for updates; regenerate the written review after the approved snapshot changes.

Follow the code below to see how the input becomes the report. Change the data and output folder for your own review.

Use PSWriteOffice in your reporting session:

Import-Module PSWriteOffice

<#
.SYNOPSIS
Creates an editable milestone register and a dated delivery review from one CSV.
.DESCRIPTION
Status follows progress and due date: completed milestones are Done; incomplete milestones
before the snapshot date are Overdue. Workbook status formulas recalculate after edits.
Word and PDF are dated snapshots; regenerate them after changing the input.
.EXAMPLE
./ProjectDeliveryPack.ps1 -InputPath ./ProjectMilestones.csv -OutputDirectory ./out
.EXAMPLE
./ProjectDeliveryPack.ps1 -InputPath ./Milestones.csv -AsOfDate 2026-10-02 -OutputDirectory ./out
#>
[CmdletBinding()]
param(
    [Parameter(Mandatory)][string] $OutputDirectory,
    [string] $InputPath = '',
    [datetime] $AsOfDate = '2026-09-30',
    [string] $ModuleVersion
)

$ErrorActionPreference = 'Stop'
$usingSampleInput = -not $InputPath
if (-not $InputPath) { $InputPath = Join-Path $PSScriptRoot 'Data/ProjectMilestones.csv' }
$reviewContext = if ($usingSampleInput) { 'Service rollout' } else { 'Milestone snapshot' }
$sampleNotice = if ($usingSampleInput) { 'Synthetic sample. ' } else { '' }
if ($ModuleVersion) {
    Import-Module PSWriteOffice -RequiredVersion $ModuleVersion -ErrorAction Stop
} else {
    Import-Module PSWriteOffice -ErrorAction Stop
}
$culture = [Globalization.CultureInfo]::InvariantCulture
$snapshotDate = $AsOfDate.Date
$inputRows = @(Import-Csv -LiteralPath $InputPath -Encoding UTF8)
if (-not $inputRows.Count) { throw 'Provide at least one milestone in the project CSV.' }
$rows = @(foreach ($item in $inputRows) {
    foreach ($field in 'Milestone','Owner','DueDate','Progress','NextAction') {
        if ($field -notin $item.PSObject.Properties.Name -or [string]::IsNullOrWhiteSpace($item.$field)) {
            throw "Every milestone needs a value for $field."
        }
    }
    $due = [datetime]::ParseExact($item.DueDate, 'yyyy-MM-dd', $culture)
    $progress = [int]::Parse($item.Progress, $culture)
    if ($progress -lt 0 -or $progress -gt 100) { throw "Progress must be an integer from 0 to 100 for $($item.Milestone)." }
    $status = if ($progress -eq 100) { 'Done' } elseif ($due -lt $snapshotDate) { 'Overdue' } else { 'On track' }
    [pscustomobject]@{ Milestone=$item.Milestone; Owner=$item.Owner; DueDate=$due;
        Progress=$progress; Status=$status; NextAction=$item.NextAction }
})
$overdue = @($rows | Where-Object Status -eq 'Overdue' | Sort-Object DueDate)
$done = @($rows | Where-Object Status -eq 'Done')
$lastRow = $rows.Count + 1
New-Item -ItemType Directory -Path $OutputDirectory -Force | Out-Null
$xlsx = Join-Path $OutputDirectory 'ProjectDeliveryPack.xlsx'
$docx = Join-Path $OutputDirectory 'ProjectDeliveryPack.docx'
$pdf = Join-Path $OutputDirectory 'ProjectDeliveryPack.pdf'

#region Excerpt:pswriteoffice-project-delivery
ExcelNew -Path $xlsx -EvaluateFormulas {
    ExcelSheet 'Review' {
        ExcelGridlines -Hide
        ExcelColumn -ColumnName A -Width 44
        ExcelColumn -ColumnName B -Width 24
        ExcelCell -Address A1 -Value "$reviewContext | delivery review"
        ExcelRow -Row 1 -Bold $true -Height 32
        ExcelCell -Address A2 -Value 'Snapshot date'
        ExcelCell -Address B2 -Value $snapshotDate.ToOADate() -NumberFormat 'yyyy-mm-dd'
        ExcelCell -Address A3 -Value 'Completed milestones'
        ExcelCell -Address B3 -Formula "COUNTIF(Milestones!E2:E$lastRow,`"Done`")"
        ExcelCell -Address A4 -Value 'Overdue milestones'
        ExcelCell -Address B4 -Formula "COUNTIF(Milestones!E2:E$lastRow,`"Overdue`")"
        ExcelCell -Address A6 -Value 'Update the snapshot date, due dates and progress to review another scenario.'
        ExcelRow -Row 6 -WrapText $true -Height 42
        ExcelCell -Address A7 -Value 'Regenerate the Word/PDF review from the revised CSV for distribution.'
        ExcelRow -Row 7 -WrapText $true -Height 34
        ExcelPageSetup -FitToWidth 1 -FitToHeight 0
        ExcelPrintArea -Range 'A1:B7'
    }
    ExcelSheet 'Milestones' {
        ExcelTable -Data $rows -TableName 'DeliveryMilestones' -TableStyle TableStyleMedium4
        ExcelFreeze -TopRows 1
        ExcelColumn -ColumnName A -Width 36
        ExcelColumn -ColumnName B -Width 24
        ExcelColumn -ColumnName C -Width 18
        ExcelColumn -ColumnName D -Width 15
        ExcelColumn -ColumnName E -Width 18
        ExcelColumn -ColumnName F -Width 62
        for ($row = 2; $row -le $lastRow; $row++) {
            ExcelCell -Address "C$row" -Value $rows[$row-2].DueDate.ToOADate() -NumberFormat 'yyyy-mm-dd'
            ExcelCell -Address "D$row" -Value ($rows[$row-2].Progress / 100.0) -NumberFormat '0%'
            ExcelCell -Address "E$row" -Formula "IF(D$row=1,`"Done`",IF(C$row<Review!`$B`$2,`"Overdue`",`"On track`"))"
            ExcelRow -Row $row -WrapText $true
        }
        ExcelValidationDecimal -Range "D2:D$lastRow" -Operator Between -Formula1 0 -Formula2 1 -AllowBlank:$false -ErrorTitle 'Progress from 0% to 100%' -ErrorMessage 'Enter a percentage from 0% to 100%.'
        ExcelOrientation -Orientation Landscape
        ExcelPageSetup -FitToWidth 1 -FitToHeight 0
        ExcelPrintTitles -FirstRow 1 -LastRow 1
        ExcelPrintArea -Range "A1:F$lastRow"
    }
}

$reviewRows = $rows | Select-Object Milestone,Owner,
    @{Name='Due';Expression={$_.DueDate.ToString('yyyy-MM-dd')}},
    @{Name='Progress';Expression={"$($_.Progress)%"}},Status
WordNew -Path $docx {
    WordHeader { WordParagraph -Text "DELIVERY | $reviewContext | $($snapshotDate.ToString('yyyy-MM-dd'))" }
    WordFooter { WordPageNumber -IncludeTotalPages }
    WordParagraph { WordParagraphStyle -SpacingAfterPoints 12 -KeepWithNext $true; WordText 'Project delivery review' -Bold -FontSize 25 -Color '17365D' }
    WordParagraph -Text "$($done.Count) of $($rows.Count) milestones are complete; $($overdue.Count) overdue milestone(s) need an owner decision at $($snapshotDate.ToString('yyyy-MM-dd'))."
    WordParagraph -Text 'Decisions and recovery actions' -Style Heading1 { WordParagraphStyle -KeepWithNext $true -SpacingBeforePoints 12 -SpacingAfterPoints 6 }
    WordList -Style Bulleted {
        foreach ($item in $overdue) {
            $decision = WordListItem -Text "$($item.Owner) | $($item.Milestone): $($item.NextAction)." -PassThru
            WordParagraphStyle -Paragraph $decision -KeepLinesTogether $true
        }
        if (-not $overdue.Count) { WordListItem -Text 'No overdue milestones. Confirm the next due dates and acceptance evidence with their owners.' }
    }
    WordParagraph -Text 'Review owner: __________________  Decision: __________________' { WordParagraphStyle -SpacingBeforePoints 12 }
    WordParagraph -Text 'Milestone position' -Style Heading1 { WordParagraphStyle -KeepWithNext $true -SpacingBeforePoints 12 -SpacingAfterPoints 6 }
    $table = WordTable -InputObject $reviewRows -Style GridTable4Accent1 -Layout AutoFitToWindow -PassThru {
        WordTableCondition -FilterScript { $_.Status -eq 'Overdue' } -BackgroundColor '#FFF4D6'
    }
    $table.RepeatHeaderRowAtTheTopOfEachPage = $true
    foreach ($tableRow in $table.Rows) { $tableRow.AllowRowToBreakAcrossPages = $false }
    $table | Get-OfficeWordTableCell | ForEach-Object {
        $_.MarginTopCentimeters=0.12; $_.MarginBottomCentimeters=0.12
        $_.MarginLeftCentimeters=0.16; $_.MarginRightCentimeters=0.16
    }
    WordParagraph -Text "${sampleNotice}Due today is on track; overdue means an incomplete milestone due before the snapshot date. Update the CSV and regenerate this review after changes. Record the review decision in the editable Word copy."
}
Export-OfficeDocumentPdf -InputPath $docx -Path $pdf
#endregion
Get-Item -LiteralPath $xlsx,$docx,$pdf | Select-Object Name,Length

Use your own data

Replace the milestones and owners, set the review date with -AsOfDate, and record the decision in the Word copy. Due today remains on track. Updating the workbook does not refresh an already generated Word/PDF snapshot; update the CSV and regenerate it.

Set OutputDirectory to the folder for your report. For CSV examples, set InputPath to your reviewed data and AsOfDate to the review date. The code calculates the workbook and written review from the same snapshot.

Install the module once with Install-Module PSWriteOffice -Scope CurrentUser if needed. The example uses the installed module in PowerShell 7 or Windows PowerShell 5.1.

The PSWriteOffice guide explains package setup and related document APIs.

Continue with another example

• WordPatch compliance report from PowerShell
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