11 articles
Closeout Help
Select project records, generate closeout packages, monitor progress, and download exports.
Quick reference
4The 60-second Closeout model
Current project records → permitted section selection → background generation → ZIP archive → review and handoff
Read articleAvailable sections
Closeout groups selectable sections as:
Read articleStatus lifecycle
A failed package is not resumed from the Closeout page. Generate a new package after reviewing the failure.
Read articleTroubleshooting Closeout
Confirm Generate closeout packages permission. By default, this is available to administrators and managers, but project-specific settings are authoritative.
Read articlePrepare and generate
4Plan a Closeout package
Start with the contract requirements so you know what the handoff must contain before you select sections.
Read articlePrepare project records for Closeout
A Closeout package reflects the source records available when you generate it. Correct and publish those records in their own workflows first so the ZIP is ready for review.
Read articleUnderstand permissions, packages, and visibility
What you can include depends on two permission layers: your access to Closeout and your access to each source section.
Read articleGenerate a Closeout package
Select the sections your recipient needs, then let Constructable build the package in the background.
Read articleReview and distribute
3Follow Closeout generation status
Use the generated package tile to check progress. You do not need to keep the page open while Constructable works.
Read articleDownload, review, and distribute a Closeout package
Treat every generated ZIP as a draft until you or another reviewer verifies its contents.
Read articleRetain and regenerate Closeout packages
Generate a new package whenever the source records or handoff scope changes, because an existing ZIP never updates itself.
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