The PM Handoff Report is the Trueleveler engine that compiles contract risks, scope gaps, open change orders, pending submittals, key contacts, and budget status into a structured handoff brief — so the incoming PM starts with full situational awareness, not a blank slate.
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PM Handoff Report runs on a project that has a Contract Review run and needs a free account (no card). It has no sample data yet, and the no-signup demo only levels bids.
The outgoing PM knows every pending RFI, every submittal in rework, every owner conversation still open. The incoming PM gets a ZIP of old emails and a 45-minute phone call. The rest has to be reconstructed in the first 60 days.
Notice windows, liquidated damages, pay-when-paid language, retainage ratchets — the outgoing PM had them mentally tracked. Miss a notice window in the first week, and the claim is gone before the new PM even unpacks.
A cost report shows -$420k to budget. Was that a known scope add? An unrecovered CO? A coding error? Without the narrative, the incoming PM either over-corrects or inherits a surprise at the next owner meeting.
An unstructured handoff loses risks, lets deadlines lapse and duplicates work. The cost of a bad handoff shows up later — and it's rarely small.
High-risk clauses, notice windows, payment terms, liability exposure — everything the incoming PM needs to know about the contract before making any decisions.
Missing items, unauthorized extras, compliance status from prior scope checks — a clear picture of what was supposed to be in scope versus what actually is.
Pending change orders, outstanding submittals, unresolved RFIs — every open item compiled into a single actionable register with status, age, and next steps.
Cost to date, projected final cost, critical milestones, and delivery timeline — the financial and schedule picture at a glance with variance callouts.
Owner reps, architect, consultants, key trades, and system access. Who to call for what, with escalation paths and political context flagged where relevant.
One-click export as a branded PDF, or email it straight from the result screen to the incoming PM or your project engineer (it comes from Trueleveler, and replies go to you). A read-only live link is coming. The outgoing PM’s notes and key contacts go in before the brief is generated, so institutional knowledge is in the document.
PM Handoff chains from a prior Contract Review run on the project (Bid Scope Compliance too, if you want the gap analysis section) — no separate document upload for this engine.
Live open change orders, submittals, and RFIs, plus current budget and schedule status, pulled straight from the project's own trackers — not re-extracted from a re-uploaded document.
A PM Notes field lets the outgoing PM add institutional knowledge, flag political context, or note owner preferences before sharing with the incoming PM.
Export it as a branded PDF, or email that PDF to the incoming PM in one step (a read-only live link is coming). Incoming PM reads a consolidated brief in 15 minutes, not a week of email archaeology.
Open risks, notice windows, key contacts and budget variances go into a single document, so nothing depends on what the outgoing PM remembers to say.
What used to take an outgoing PM two days to assemble (and still leave gaps) now takes under a minute, plus edits. The incoming PM reads the brief in 15 minutes instead of losing a week to discovery.
Every risk, open item, key contact, and budget variance is in one document — with the narrative intact. The incoming PM starts day one with the full picture, not a stack of folders and a guess.
Run it on any project with a prior Contract Review and get a full handoff brief in minutes. No credit card, no templates, no lock-in.