Create a Project Closeout record in the Tasks log to log your project closeout information.
On the Project Closeout form, specify a title for the record. Select the items that have been completed and specify the date of completion. Click Finish Editing to save the record.
Note: You must enter a value in all required fields (*) before you can save the form.
- Go to your project and ensure that you are in User Mode.
- Expand the Project Closeout node.
- Click Project Closeout.
- From the BP log page, click Create.The Create New Project Closeout Record form opens. (Required) In the Title field, enter a title.
- (Required) From the Status list, select an option.
- Select the Architectural Punchlist Signoff check box
- Click the Date/Time icon, select a date to specify the signoff date, and click OK.
- Select the Civil Punchlist Signoff check box
- Click the Date/Time icon, select a date to specify the signoff date, and click OK.
- Continue on with checking the completed items and specifying the date for each completed item.
- When finished, click Finish Editing, and click OK to complete creating a Project Closeout record.