Closing a Draw

To close a draw:

Navigate to the Close Draw Page
Optional. Select the Delete draw for all participants check box. If the check box is grayed out, invoices have been received. Invoices must be rejected before the draw can be deleted.
(Optional) Close the General Contractor draw to remove the ability to add additional Subcontractors to the draw period. If additional Subcontractors must be invited, the Project Manager must reopen the draw. Selecting this option will move the draw to the Pending Payment on the Draw Home Page. This option is only available in the disabled Owner billing workflow. When Owner billing is enabled, the page does not include this option.
Choose the Close Draw Button.

Tip

Received invoices for a closed draw are still available for review as long as the draw is not deleted.

Note:

You cannot close a draw if a subcontractor has lien waiver attachments. Refer to the Sub-Tiers with Attachments column on the Modify Subcontracts with Outstanding invoices table to view the sub-tiers that are impacted.
Any Subcontractor that has an Invoice Not Received status will be removed when the draw is closed. They will be notified that they have been excluded from the draw. Subcontractors can be added to a closed draw, if applicable.