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What you'll accomplish

By the end of this guide, you'll have a structured lessons learned report that captures what went right and wrong on your project — generated from your actual project data (change order log, RFI log, schedule impacts, cost variances) with Claude doing most of the analytical work.

What you'll need

  • Claude Pro (claude.ai — $20/month) or Claude free (for shorter documents)
  • Export from Procore: change order log, RFI log summary, cost variance report
  • Your personal notes on major project events
  • Time needed: 45-60 minutes at project close
  • Cost: Free Claude works for most projects; Claude Pro handles larger data exports better

How-To Guide: Generate a Lessons Learned Report from Project Data

Step 1: Export your project data

Before writing lessons learned, gather your actual project data:

From Procore:

  • Export the Change Order Log (shows all approved changes, amount, and reason/category)
  • Export the RFI Log with response time data (shows how long RFIs took, who was responsible)
  • Export the Submittal Log with status history (shows overdue submittals and review times)

From your schedule:

  • Export a summary showing planned vs. actual completion for each major phase

From your budget:

  • Export final budget vs. actual cost by trade

Save each export as a PDF or copy the key data into a text document.