CloseOut Wizard

1. By default, the list is narrowed down to include only Project Directory members. To display all employees, click on the filter and select "No."

2. Project Administrators are automatically selected as CloseOut Administrators by default.

3. Click "Next"

Tip! The due dates for CloseOut Items are determined by the corresponding Project Schedule Milestone. Modifying a date will result in the adjustment of all associated CloseOut Item due dates.

4. Every Schedule Milestone Date is mandatory. If you lack information about a particular Schedule Milestone date, input a previous date or use a single date for all Schedule Milestones.

5. Actual Milestone Dates take precedence over Estimated Milestone Dates.

6. Click this icon.

7. Choose the CloseOut Items for the project. Mandatory CloseOut Items are pre-selected and cannot be deselected. Items are initially checked if they were automatically identified in the project specifications. You also have the flexibility to add or remove CloseOut items from the Log later as needed.

8. Click "Submit"

Always Checked: The item is mandatory for your company and cannot be unchecked.

• Default Checked due to CSI Codes found in Project Specifications: The CloseOut Wizard found items based on the project specification CSI codes.
• Default Checked: Items are initially selected, but can be removed if not required.
• Unchecked: The item is optional and can be left unselected.