11 articles
Closeout Help
Select project records, generate closeout packages, monitor progress, and download exports.
Quick reference
4The 60-second Closeout model
Current project records → permitted section selection → background generation → ZIP archive → review and handoff
Read articleAvailable sections
Closeout groups selectable sections as:
Read articleStatus lifecycle
A failed package is not resumed from the Closeout page. Generate a new package after reviewing the failure.
Read articleTroubleshooting Closeout
Confirm Generate closeout packages permission. By default, this is available to administrators and managers, but project-specific settings are authoritative.
Read articlePrepare and generate
4Plan a Closeout package
Define the contractual handoff before selecting sections.
Read articlePrepare project records for Closeout
Closeout packages reflect source records. Correct and publish those records in their own workflows first.
Read articleUnderstand permissions, packages, and visibility
Closeout uses two permission layers: access to Closeout itself and access to each source section.
Read articleGenerate a Closeout package
Select the sections needed for this handoff and start background generation.
Read articleReview and distribute
3Follow Closeout generation status
Use the generated package tile to understand progress without keeping the page open.
Read articleDownload, review, and distribute a Closeout package
Treat the generated ZIP as a draft until someone verifies its contents.
Read articleRetain and regenerate Closeout packages
Generate a new package whenever source records or scope changes.
Read article