Fifteen modules. Two wedges built in.

Projects as the primary entity; portfolios that roll up to the program.

Every project carries metadata (owner, A/E, GMP, delivery method, lifecycle stage), permissions (GC role pack or Owner role pack), custom fields, and a public submission portal — reusing the QR-portal infrastructure Sympl · CMMS ships for facilities intake.

• Delivery method as a first-class field (CMc / DBIA / GMP / lump-sum) — drives form templates, change-order flow, and GMP-vs-actuals reconciliation
• GC role pack: PM, Super, Estimator, PE
• Owner role pack: OPM, Director, CFO, Facilities
• Custom fields per project reuse the CMMS field-registry infrastructure (indexed, searchable, reportable)
• Public submission portal — employee / tenant building-improvement requests flow in as project requests

Procore-class bar. Day one or we're not in the conversation.

Drawings management with revisions, markup, sheet families, and mobile sync — drawings cached locally and updated incrementally so the super can mark up a sheet on the basement job. Specifications imported and navigated by CSI MasterFormat section. Document library with folders + permissions, file preview for PDF / images / Office formats.

• Sheet families with revision history and current-rev resolution
• Markup with drawing-pin location reference on photos and punch items
• Mobile sync optimized for low-bandwidth jobsites (incremental, not full re-download)
• Specifications import with CSI MasterFormat 2020 section navigation
• Document library with role-based folder permissions and audit-defensible access logs
• File preview for PDF, images, Word, Excel, PowerPoint — no download needed to review

The asset registry is born here. So is the killer agent.

Submittal log with GC ↔ A/E ↔ Sub routing, spec section linking, and approval state tracking — plus the submittal compliance agent that extracts product data, matches the CSI spec section, runs a clause-by-clause compliance check, and drafts a reviewer-ready memo with cited deviations.

• Standard CSI submittal disposition codes (Approved / Approved as Noted / Revise & Resubmit / Rejected / For Information Only)
• Ball-in-court tracking with overdue flagging and schedule-impact visibility
• Spec-section linking — every submittal tied to its 23-21-13-04-style section
• AI compliance agent drafts a reviewer-ready memo per upload
• Foundation for the asset registry that materializes into Sympl · CMMS at closeout

From photo + voice to drafted RFI in three taps.

RFI creation with drawing reference, photo attach, responsibility-matrix recipient suggestions, and routed status tracking. An RFI drafting agent is coming soon — superintendent records voice + photo on site, the agent produces a draft with the right spec reference and routing.

• AIA G716 form chrome on the same underlying schema
• Recipient suggestion from the project responsibility matrix
• Drawing references and photo attachments inline
• Distribution list management with role-based defaults
• Coming soon: AI drafting from photo + voice on mobile

The agent drafts; the super reviews. The mobile wedge.

Web + mobile log creation, photos with EXIF + GPS, T&M tickets, geofenced crew check-ins, weather auto-pull, and the daily-log auto-generation agent. The unit of work for the super is reviewing what the agent drafted — not typing into a form.

• Photos with EXIF + GPS preserved and tied to project + location
• T&M tickets capturing labor, equipment, and material
• Crew geofence check-in (presence + headcount, not productivity surveillance)
• Weather auto-pulled from project location and timestamped
• AI auto-generates the daily log from the day's activity — super reviews + submits

One model from rough-in through final acceptance.

Unified inspection + punch model with drawing-pin location, photo attach, assignee tracking, and sub notification. The same primitives handle GC-internal QC inspections, owner-witnessed inspections, FGI healthcare inspections, and final punch — different templates, same schema.

• Drawing-pin location reference (the issue lives at this point on Sheet A-201 rev 04)
• Photo + markup attachment
• Sub assignment with auto-notification and ball-in-court tracking
• Inspection checklist library by FGI section + Joint Commission EC tagging (coming soon)
• Punch closure workflow with photo evidence and reviewer approval

P6 round-trip is the gate. Light in-app edit is the wedge.

Primavera P6 (XER) and Microsoft Project (.mpp) round-trip — import, view in-app with critical path display, light edits in-app, export back. Read-only view is parity with Procore; light-edit is one step ahead. Full in-app edit with AI risk scoring is coming soon.

• P6 XER round-trip with constraint and dependency preservation
• MSP .mpp round-trip
• Critical path display with float visualization
• Light in-app edit for non-baseline changes
• Coming soon: full in-app editing + AI risk scoring (Random Forest / XGBoost on historical data)

Real-time forecast. Not a 6-hour overnight batch.

GMP baseline, commitments (sub contracts, POs), change events + change orders, pay applications generated as AIA G702/G703 by default, real-time forecast-at-completion. AACE 17R-97 estimate class typed on every estimate with accuracy band wired to contingency — a strategic wedge no other CPM does natively.

• GMP baseline with commitment tracking against it
• Commitments: subcontracts and POs, each with their own ledger
• Change events → change orders → pay apps with the full audit trail
• AIA G702/G703 pay apps generated by default — Procurement sees recognized paper
• Real-time forecast-at-completion updates from project signals (RFIs, change events, schedule slips)
• AACE estimate class 1–5 typed on every estimate with accuracy band → contingency

Auto-minutes coming. Action items always.

Meeting minutes (web + mobile), action items with named owners, distribution lists. Auto-minutes from recording is coming soon — agenda recognized, decisions extracted, action items routed.

• Mobile minutes capture in the same surface as the daily log
• Action items with owners and due dates — searchable across the project
• Distribution list management
• OAC meeting templates that respect shared / private federation flags
• Coming soon: auto-minutes from recording with action item extraction

OSHA-aligned. Standard forms shipped, not custom-configured.

Incident reporting, JSAs, and OSHA 29 CFR 1926-aligned schema with 300/300A/301 logs as native export. Davis-Bacon WH-347 certified payroll export + LCPtracker integration are coming soon with the procurement module.

• Incident reporting with OSHA-aligned fields
• JSAs (Job Safety Analyses) attached to work activities
• OSHA 300 / 300A / 301 logs as native export
• Davis-Bacon WH-347 certified payroll (coming soon)
• CDM 2015 H&S File and Construction Phase Plan slots (UK)

The killer feature. Where CPM ends and CMMS begins.

The CSI 01 78 00 closeout binder template with manual assembly is available now. Coming soon: the closeout binder assembly agent and the asset-materialization agent that turns the submittal log into a populated Sympl · CMMS asset registry — equipment, manufacturers, models, install dates, warranty terms, O&M manuals, recommended PMs.

• CSI 01 78 00 closeout binder organized by spec section
• AIA G706 / G706A / G707 (lien waivers, surety consent) wired into the flow
• AIA A201 §9.10 (final completion + final payment) checkpoints
• Manual export of submittal data → CMMS available now
• Coming soon: asset-materialization agent + first-year warranty WO generation

GC role pack. Owner role pack. Same primitives.

Email/password + magic links matching the Sympl · CMMS pattern. Per-tenant principals + roles with the GC role pack (PM, Super, Estimator, PE) and Owner role pack (OPM, Director, CFO, Facilities) shipped as defaults. SCIM / SAML SSO is coming soon, pending platform-wide auth re-architecture.

• Email/password + magic links (matches CMMS pattern)
• Tenant picker for users on multiple Sympl tenants
• GC role defaults: PM, Super, Estimator, PE
• Owner role defaults: OPM, Director, CFO, Facilities
• State procurement threshold packs (TX SB 1173, CA CUPCCAA AB 2192, NY SFL §163, FL §218.755) — coming soon
• SCIM / SAML SSO — coming soon

Owner intake. Public-facing. Reuses CMMS infra.

Account branding (logo, accent, bg colors) reuses the CMMS branding system. Public submission portals — including QR-code surfaces — reuse the Sympl · CMMS portal infrastructure for owner-side intake of building-improvement requests.

• Account branding (logo, accent, background) — reuses CMMS branding
• Public portal QR codes for owner intake
• Tenant / employee request → CPM project pipeline
• Per-portal scoping (which sites, which buyers see which intake form)

Standard packs for each ICP. Builder for everything else.

Reuses the Sympl · CMMS report builder infrastructure (entity / field / filter / measure / group-by / viz / save / schedule). Ships with two default report packs — GC and Owner — covering the standard reports each side needs day one.

• GC report pack: WIP, project margin, schedule status, RFI / submittal aging, daily log summary
• Owner report pack: portfolio rollup, capital plan vs actual, forecast-at-completion, board-ready summary
• Custom report builder reuses the CMMS field-registry indexes for fast queries on reportable custom fields
• Scheduled exports to CSV / Parquet / S3 / SFTP / data warehouse
• Drill from any chart segment to the underlying records

Schedule, ERP, e-signature, email, storage, reality capture.

Integrations cover the must-haves: P6 + MSP for schedule, Sage / Foundation / Acumatica / QuickBooks Online for ERP, DocuSign for e-signature, Outlook for email-as-RFI, SharePoint for storage mirror, OpenSpace for reality capture.

• Schedule: Primavera P6 (XER round-trip), Microsoft Project (.mpp)
• ERP: Sage 100/300 CRE, Foundation, Acumatica, QuickBooks Online — push commitments / change orders / pay apps; pull actuals
• e-signature: DocuSign for pay apps, change orders, contracts
• Email: Outlook add-in (file emails as RFIs / correspondence)
• Storage: SharePoint mirror
• Reality capture: OpenSpace
• BIM viewer (Autodesk Construction Cloud) — coming soon
• COI tracking (TrustLayer / MyCOI) and pre-qual (Highwire) — coming soon