Quick reference
Troubleshooting Closeout
Confirm Generate closeout packages permission. By default, this is available to administrators and managers, but project-specific settings are authoritative.
Generate Closeout is missing
Confirm Generate closeout packages permission. By default, this is available to administrators and managers, but project-specific settings are authoritative.
A section is missing from the chooser
Check in this order:
- The corresponding feature's read permission.
- Whether Project Management is enabled for RFIs, Submittals, or Meetings.
- Whether Financials is enabled for financial sections.
- Whether Photos access includes one of the ordinary or Daily Log photo permissions.
Closeout permission alone does not expose every source section.
Generate Closeout is disabled
Another package is Pending or Processing for this project. Wait for it to Complete or Fail before starting another.
Progress does not move
Large projects and media-heavy sections can take time. Leave the page and return later; generation runs in the background. The creator receives an email when generation completes or fails. If it remains unchanged for an unusually long time, contact support with the project, generation date, creator, status, and displayed counts.
The package failed
Read the tile's failed-section message and progress count. Generate a new package, optionally excluding that section to isolate the problem. If the same section fails again, contact support rather than repeatedly generating identical packages.
The ZIP is missing expected records
Confirm that the records were active and visible to the package creator when generated. A package is a snapshot; generate a new one after source records or permissions change.