Capital plan → delivery → handover → operations.
In one platform.
Sympl · Project for K-12 districts, healthcare systems, state & local government, corporate real estate, and REITs running $20M–$500M+ annual capital programs. Owner-native workflows, AGC/AIA paper as defaults, and the only CPM tool that ends in an actual operating CMMS.
Day-in-the-life
The four owner-side roles. Each gets their own surface.
An owner adopting standalone needs to land somewhere that feels program-centric — not a GC-flavored shell with a different logo. Same primitives as the GC side; different defaults, different reports, different roles.
Owner Project Manager (OPM)
Desktop + tablet on site walks
Represents the owner on 2–10 capital projects. Oversees GCs from the owner side. Daily: review the GC's submittals + pay apps + change orders, attend OAC meetings, walk site weekly, present to board monthly.
Pain today
The GC's Procore instance gives the view the GC chose to share. Forecast-at-completion reconciliation across multiple GCs is manual. Owner-side data lives in spreadsheets.
Win with Sympl
Their own tenant with their own data and workflows — not a guest in the GC's instance. Shared surfaces sync but private data stays private. The cross-tenant moment: GC posts a change order → it appears in the OPM's tenant for review under their own approval workflow → on approval, status flows back to the GC.
Director of Construction / Chief Capital Officer
Dashboards
Owns the capital plan. Reports to CFO / board on portfolio status. Weekly: portfolio dashboard, forecast-at-completion across program, board prep.
Pain today
e-Builder dashboards take 6 hours to refresh. No real-time forecast they can defend. Board questions arrive faster than data.
Win with Sympl
Real-time forecast across program. Agent-drafted board narrative. Capital plan tied to actual delivery, not a parallel spreadsheet.
Facilities Director
Handover + operations
Receives the building post-construction. Runs it for 30+ years. Today, gets a 50GB ZIP of PDFs on a thumb drive and spends 6 months retyping equipment into the CMMS.
Pain today
Half the warranties are wrong by the time data lands in the CMMS. PM frequencies are guessed. Spare parts orphaned. The smart building is dumb on day one.
Win with Sympl
At substantial completion, the Sympl · Project submittal log materializes as a draft asset registry in Sympl · CMMS — equipment, manufacturer, model, install date, warranty terms, O&M manuals, recommended PMs. Review and accept; the building is operating from day one.
Procurement / Compliance
Buyer, auditor — not daily user
Buys the platform, audits the platform, never uses the platform. Cares about SCIM/SSO, audit trail, security posture, AGC/AIA contract templates, and cooperative procurement vehicles (TIPS / DIR / GSA).
Pain today
Most CPM tools require building standard forms from scratch. Audit trails are partial. Procurement vehicles aren't supported.
Win with Sympl
Standard forms shipped as defaults — not custom configurations. Audit log built in. Cooperative procurement vehicles on the roadmap.
Why owners switch
Four wedges against e-Builder, Kahua, and Projectmates.
Dual-tool fatigue (Procore + e-Builder), dashboard latency, and a closeout that vanishes at substantial completion are the three pains we kept hearing. Here's how we're answering them.
Real-time forecast-at-completion
No overnight batch. EAC updates as RFIs, change events, pay apps, and schedule slips hit the project. Agent-drafted board narrative pulls from live data, not a Friday-afternoon Excel export.
Wedge against e-Builder / Kahua dashboard latency.
AGC / AIA forms shipped as defaults
G702/G703 pay apps, G706/G706A/G707 lien waivers + surety consent, A201 §9 payment + completion — generated, not configured. Procurement and legal see paper they recognize on day one.
Wedge against tools that require six months of configuration before paper looks right.
Capital handover → Sympl · CMMS
Submittal data becomes the asset registry. Manufacturer, model, serial, location, install date, warranty, O&M manual, recommended PM — populated in the operator's CMMS the day of substantial completion. No other vendor can do this without owning a CMMS.
The Owner-side moat. Only Sympl ships both products.
Public submission portals
Employee / tenant building-improvement requests flow into the CPM pipeline as project requests — reusing the same portal infrastructure Sympl · CMMS ships for facilities intake. Capital intake, not just operations intake.
Reuses CMMS portal infrastructure; no separate license.
The cross-tenant moment
When the GC is also on Sympl, the change-order loop becomes seamless.
You don't need the GC to be on Sympl to get value — federation is the multiplier when they are. Here's the change-order flow on a federated project:
GC submits a change order
In their tenant, with their cost + schedule impact already calculated.
Appears in OPM's tenant
With impact reconciled against the Owner's budget categories, not the GC's cost codes.
Owner's approval workflow
Routes per the Owner's rules — not as a guest in the GC's workflow.
Status flows back
GC's commitment ledger updates automatically on approval. No re-entry. No PDF.
The killer Sympl moment
The Facilities Director gets a populated CMMS on day one.
Today, the closeout binder is a 50GB ZIP of PDFs delivered on a thumb drive. The facilities team types into the CMMS for six months. Half the warranties are wrong by then. PM frequencies are guessed. The smart building is dumb on day one.
With Sympl, the submittal log is the asset registry. At substantial completion it materializes into the owner's Sympl · CMMS — equipment, manufacturer, model number, install date, warranty terms, O&M manual, recommended PM frequencies. The Facilities Director reviews and accepts. The operations team starts running the building the day they receive it.
See the closeout deep-diveStandards conformance — handover
AIA G706 / G706A / G707
Lien waivers, surety consent, final completion.
AIA A201 §9.10
Final completion + final payment.
CSI 01 78 00
Closeout submittals organized by spec section.
COBie + IFC
Asset-extraction pipeline (coming soon).
BSRIA Soft Landings (UK)
BG 54/2018 six-phase handover with explicit CAFM/CMMS data transfer.
Honest scope
What we don't do for the Owner side.
- Per-seat pricing for unlimited GC users (that's the GC side's model).
- Field-execution phone UX — Owner OPMs need tablet, not phone.
- BIM model authoring — integrate to Autodesk Construction Cloud.
- Bid scouting — owners publish, they don't scout. That's Signal's lane.
Join the Owner design-partner cohort.
We're working with K-12 districts, healthcare systems, and corporate real estate owners as design partners on the forecast model, the AGC/AIA defaults, and the CMMS handover before broad launch.