Closeout¶
What this is¶
A checklist for closing out a project: defects liability, test certificates, O&M manuals, as-built drawings, final account, and handover, tracked to completion.
Who can use it¶
Super Admin and Admin manage closeout items. Client users can view them.
Where to find it¶
Project → Closeout. A closeout checklist with a standard set of default items (Defects Liability, Test Certs, O&M Manuals, As-builts, Final Account, Handover) is created automatically the first time you open this page for a project.
What you will see¶
- An overall percentage complete and a progress bar.
- Items grouped into categories, each showing its own completed/total count.
- Each item has a status toggle (a quick pending ⇄ completed switch) and a status dropdown for finer control: Pending, In Progress, Completed, Approved.
Adding an item¶
Select Add Item and enter a Category, Title, and optional Due Date, then save.
Note
Once added, an item's category, title, or due date cannot be edited or deleted — only its status can be changed. Double-check the details before saving a new item.
Marking the project complete¶
Select Mark Project Complete once all items are complete. This is disabled until every item has been marked complete.