CloseOut Checklist

This guide is essential for anyone looking to efficiently manage project completion through a structured CloseOut process. It offers clear instructions on navigating and utilizing checklists to monitor project statuses, access detailed CloseOut items, and export your checklist data for reporting purposes. By following this guide, users can ensure a thorough review and organization of their project’s final steps, enhancing productivity and clarity in the CloseOut phase.

View in Full Window: CloseOut_Checklist

Checklists Navigation

1. Click "Checklists"

2. The Checklist will show you your projects percentage of completion on each checklist and list of descriptions of your overall items within that checklist.

3. It also offers a summary of the CloseOut items, detailing the checklist’s progress and the number of items in various statuses.

Viewing CloseOut Items

4. Click the Checklist's description to view the associated CloseOut items.

5. Click the CloseOut Item you want to view.

6. This will bring you straight to the CloseOut Log and if you click the file you will able to view the files.

Exporting Checklist

7. Click "Export" to export your CheckList to Excel or PDF.

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