PM Handoff Engine

Never lose project context in a PM transition.

AI 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.

Generate Your First Handoff Brief → See Pricing

app.trueleveler.com — PM Handoff Report · Riverside Medical Center · Phase 2

High-risk clauses

Open change orders

Pending submittals

78%

Budget consumed

HIGH RISK Liquidated damages — $5,000/day, no cap

Section 8.3 imposes uncapped liquidated damages at $5,000 per calendar day. Current schedule shows 12-day float remaining. Action: negotiate cap or accelerate critical path.

OPEN CO CO-014 — Added fire suppression, MEP coordination

Submitted 28 days ago, value $142,000. Owner acknowledged but no signed directive. Action: escalate for signed approval before next pay app.

ON TRACK Budget status — $4.2M of $5.4M contract value

Projected final cost $5.58M including approved COs. Contingency remaining: $127K (2.3%). Within acceptable range.

The Problem

When a PM leaves, critical project knowledge walks out the door.

PM transitions are one of the highest-risk events on any construction project. The outgoing PM carries institutional knowledge about contract nuances, vendor relationships, unresolved disputes, and budget context that rarely makes it into a formal handover. The incoming PM spends weeks piecing together the situation from scattered emails, meeting notes, and incomplete files — while risks compound. Trueleveler synthesizes all project data into a structured brief so the new PM starts informed, not guessing.

67%

of construction projects experience at least one PM transition, and projects with unstructured handoffs are 3x more likely to exceed budget due to missed risks, lapsed deadlines, and duplicated work

What You Get

Four sections, one complete brief.

Contract Risk Summary

High-risk clauses, notice windows, payment terms, liability exposure — everything the incoming PM needs to know about the contract before making any decisions.

Scope Gap Analysis

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.

Open Items Register

Pending change orders, outstanding submittals, unresolved RFIs — every open item compiled into a single actionable register with status, age, and next steps.

Budget & Schedule Snapshot

Cost to date, projected final cost, critical milestones, and delivery timeline — the financial and schedule picture at a glance with variance callouts.

How It Works

From documents to handoff brief in minutes.

Upload your contract documents and prior analysis results

Upload the contract, change orders, submittals log, RFI log, budget reports, and any prior Trueleveler analysis results. PDF, Word, Excel — any format.

AI synthesizes all project data into a structured PM brief

Trueleveler reads every document, cross-references risks, open items, budget data, and schedule status into a single structured handoff report.

Export as PDF or share directly with the incoming PM

Download the complete handoff brief as a branded PDF, or share a link directly with the incoming project manager for immediate access.

Use Cases

Built for real project transitions.

PM-to-PM handoff on active projects

Regional manager project portfolio review

New team member onboarding brief

Owner transition from preconstruction to construction

End-of-year project status snapshot

Insurance or surety project summary

Dispute preparation — project history compilation

Executive dashboard for multi-project oversight

Pricing

Start free. Upgrade when you're ready.

PM Handoff is included in every paid plan — along with all 9 AI engines, the Procurement Tracker, and Vendor Database.

Free

^$0/mo

Procurement Tracker only. 1 user. No credit card.

Pro POPULAR

^$199/mo

All 9 AI engines. 100 runs/mo. Up to 3 users.

Business

^$499/mo

300 runs/mo. 10 users. API access. Custom templates.

See full pricing including Enterprise →

Build your first handoff brief.

Upload your project documents, get a structured PM handoff report in minutes.
No credit card, no templates.