PM Handoff Report
PM Handoff Report is the engine that builds a printable project-kickoff package for the field PM taking over from pre-construction. From the contract and any project context you add, it produces an executive overview, financial structure, critical dates, a risk register, contacts, scope notes, week-one actions and a reviewer sign-off field.
Updated
What does the PM Handoff Report do?
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 should I use the PM Handoff Report?
Use PM Handoff Report for the handoff from pre-construction to the field PM after contract signing, when a new PM takes over a project already under way, or when an owner-side rep briefs an incoming PM agent.
- 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 do I upload to the PM Handoff Report?
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.
How do I run the PM Handoff Report?
To run PM Handoff Report, open it, upload the project bundle, run the analysis, review all the sections, add your PM notes, then export and sign off.
Open the engine
Sidebar → Engines → PM Handoff Report.
Upload project bundle
Contract + supplementary docs. The engine tolerates mixed content.
Run analysis
50–90 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.
How do I read the PM Handoff Report results?
The result is a seven-section package: project overview, financial structure, critical dates, risks and watch items, contacts, scope notes and week-one actions.
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.