PM Handoff Report
Full handoff bundle for the field PM taking over from pre-con. Project overview, contract summary, risks, contacts, deadlines, week-1 actions, and a reviewer sign-off block — all printable.
What it does
PM Handoff Report takes the contract plus any project context you provide and builds a complete project-kickoff package: executive overview, financial structure, critical dates, risk register, contacts, scope notes, week-1 action list, and a reviewer sign-off field. It's structured so the field PM can print it, keep it on the truck, and know what they're walking into.
When to use it
- Pre-con to field-PM handoff after contract signing.
- New PM taking over an in-flight project — use it as a complete get-up-to-speed brief.
- Owner-side rep briefing an incoming PM agent.
What to upload
Any combination of project documents — contract, scope, permit, safety plan, schedule, procurement log. The engine reads them all together and produces one unified brief. Most users feed the signed contract plus 1–2 supplementary docs.
Step by step
Open the engine
Sidebar → Engines → PM Handoff Report.
Upload project bundle
Contract + supplementary docs. The engine tolerates mixed content.
Run analysis
40–80 seconds for a typical bundle.
Review all sections
7 sections by default — expand/collapse each.
Add PM notes
Each section has an optional PM notes block you can type into before exporting.
Export + sign-off
PDF export includes the reviewer sign-off fields for the incoming PM and outgoing pre-con rep to initial.
Understanding the results
Project name, parties, site location, scope headline, contract value, duration.
Pay schedule, retainage, LDs, bond, insurance — lifted from contract review.
Notice periods, milestones, substantial-completion target.
Top risks + any accepted-risk markers from a chained Contract Review.
Owner rep, architect, GC PM, sub leads, inspectors — extracted from contract preamble and correspondence.
Plain-language scope summary + known exclusions.
Specific actions the incoming PM should take in their first week — permits, submittals, mobilization, kickoff meetings.
Every control, explained
Run analysisOne run.
Add PM notes (per section)Free-form notes — saved with the session, appear in exports.
Expand / collapse sectionClick any section header.
Export PDFFormatted handoff bundle with sign-off fields.
Export DOCXEditable Word file — useful if your PM wants to fill in more detail before signing.
Copy as textPlain-text dump for pasting into email or project docs.
Chains
Chains into
Chained from
Exports
- PDF — full bundle with sign-off fields.
- DOCX — editable Word document for PM-side annotation.
- XLSX — contacts + action items tables.
- CSV — flat action-item list.
Troubleshooting
Contacts aren't always in the contract itself — they come from cover emails, design-team rosters, and kickoff notes. Upload those too, or fill the contacts block manually.
Use the chat: "This is a datacenter project — regenerate week-1 actions with datacenter-specific steps." The engine adapts when given context.