Closeout Builder
Aggregates the project's warranties, as-built redlines, punch closeout state, and O&M documents into a structured owner-ready deliverable. Computes a completeness score and surfaces gaps before handover.
What it does
Closeout Builder is the assembly engine for the final deliverable package. It pulls the project's warranties (from Warranty Compiler), as-built redlines (from As-built Reconciler), punch closeout state (from Punch List Drafter and Punch List Tracker), and O&M documents, then composes a structured owner-ready package with a warranty matrix, O&M index by spec section, as-built summary, punch closeout state, and a completeness score.
The completeness score is the load-bearing output: it tells you what's missing before owner handover. Outstanding punch items, missing warranties for installed equipment, gaps in the O&M index — all surfaced as actionable gaps rather than buried in a 500-page PDF.
v1 ships the structured package. v1.1 ships the PDF and ZIP export with the warranty matrix as a tab, the O&M index as a sectioned PDF, and the as-built drawings as a directory in the ZIP.
When to use it
- Substantial completion is 30 days out and you need to know what's missing for the closeout package.
- Owner asked "are you ready to hand over?" and you need a defensible answer with a completeness number.
- Last-pay-app release depends on closeout being complete — gap report drives the punch list.
- Audit a recently-closed project to confirm the deliverables are intact.
Closeout Builder reads from the structured outputs of Warranty Compiler and As-built Reconciler. Run those first — their persisted data is the closeout source. Closeout Builder runs in 15–25 seconds because it doesn't reparse documents.
What to upload
Nothing — this is an aggregation engine. It reads the project's warranties table, asbuilt_redlines table, punch list state, and O&M documents in project storage. Upstream engines (Warranty Compiler, As-built Reconciler, Punch List Drafter) are the source of truth.
Optional inputs: a target substantial-completion date (anchors the warranty start dates), the owner's closeout requirements document (overrides the standard checklist), and any contract-specific deliverable list.
Step by step
Open the engine
Sidebar → Engines → Closeout Builder.
Confirm substantial completion date
Defaults to the project's recorded date; override if needed. Anchors warranty start dates.
Confirm prerequisites are ready
Banner shows status of upstream engines — warranty compile run, as-built reconcile run, punch list status. If any are stale, prompt to re-run.
Run the build
15–25 seconds. The engine doesn't re-parse documents; it just composes from project data.
Read the completeness score
Top of the result: percentage complete with breakdown by category (warranties / as-builts / punch / O&M).
Walk the gaps
Each missing item is listed with the responsible party and the action to close it. Often resolves to a single sub-call.
Iterate
Close gaps in their source trackers, then re-run Closeout Builder to recompute the score.
Export the package
v1.1 supports PDF / ZIP export. v1 is structured data only — share the live page with the owner.
Understanding the results
Single percentage at the top. Breakdown shows the contribution from warranties, as-builts, punch closeout, and O&M. Color-coded green at ≥95%, amber 80–95%, red below 80%.
One row per warranted product with manufacturer, term (months), start date, conditions, and exclusions. Pulled from Warranty Compiler output.
Tree of expected O&M docs grouped by spec section. Each entry shows present / missing / partial with the file reference.
Headline count of redline deltas by severity. Drilldown to As-built Reconciler for individual deltas.
Outstanding punch items count, sign-off status, and the responsible trade for each open item.
Single actionable list of every missing item. Each gap names the responsible party and the action needed to close it.
Every control, explained
Run buildConsumes one run. 15–25 seconds.
Override substantial-completion dateSets the warranty start anchor. Default reads the project's recorded date.
Re-run upstream engineQuick links to re-run Warranty Compiler / As-built Reconciler if the banner flags them as stale.
Mark gap as resolvedManually close a gap (e.g., O&M doc is in the corporate share drive, not project storage). Adds a note.
Filter gaps by responsible partyNarrow to gaps owned by one sub or one trade. Useful for the call list.
Export package (v1.1)Generates the PDF closeout booklet plus a ZIP with as-built drawings, warranties, and O&M docs.
Share with ownerRead-only link the owner can review before final acceptance.