Email the following items to Financial Manager to Close Project Checklist below completed Final Project Status Report Commitment Summary Report Commitment CO Report Prior to requesting your project to be closed by the Financial Manager, verify the following: 1. Project Status Report: ☐a. CONTRACT: Current Contract Value = Revenue Forecast = Gross Billing ☐b. COSTS: Spent to Date = Spent/Committed Total = Cost Forecast ☐c. No Amounts in Anticipated Change Orders/ No open PCIs (All PCIs in approved or cancelled status) ☐d. No Allowance or Contingency in Cost Forecast ☐e. No unbilled Retention ☐f.  No open RFIs, all Submittals closed and no open Daily Journals 2. Commitment Summary Report: ☐a. No retained amounts for any Subcontractor ☐b. No balance to complete for any Subcontractor 3. Commitment CO Status Report: ☐a. No Pending/Unposted Subcontract Change Orders for any Subcontractor 4. Textura: ☐a. Subcontract Listing: No retained amounts and no balance due for any Subcontractor 5. Billing and Payment Status Report: ☐a. Billing and Payment Status Report matches Gross Billings on Project Status Report 6. Verify final costs have been applied to your job: ☐a. Verify final Insurance cost posted to job ☐b. Verify final PLP/PSI credits posted to job ☐c. Verify final Builders Risk insurance cost posted to job (if applicable) ☐d. Verify final Subguard & Bond charges posted to job (if applicable) ☐e. Verify final Textura Costs posted to job ☐f. Verify other misc. final charges (warranty, final photography, final payroll charges, taxes, etc.) CMiC/Project Maintenance/General Tab (Click the current project and click View Current Project) Actual Substantial Completion Date Input. Actual Final Completion Date Input (Construction Completion) Method Used to Determine Final Completion     Project Status Report    (Front page) 1.  CONTRACT: Current Contract Value = Revenue Forecast = Gross Billing 2. COSTS: Spent to Date = Spent/Committed Total = Cost Forecast 3. No Amounts in Anticipated Change Orders/ No open PCIs (All PCIs in approved or cancelled status) 4. No Allowance or Contingency in Cost Forecast 5. No unbilled Retention (Back page)    1. No open RFIs, all Submittals closed and no open Daily Journals Commitment Summary Report 1.  No Retained Amounts for any Subcontrator 2. COSTS: Spent to Date = Spent/Committed Total = Cost Forecast Commitment CO Status Report   1.  No Pending/Unposted Subcontract Change Orders for any Subcontractor Textura 1.  Subcontract Listing: No retained amounts and no balance due for any Subcontractor Billing and Payment Status Report   1.  Billing and Payment Status Report matches Gross Billings on Project Status Report

Closing the Project Overview: In CMiC the “Job”, "Contract"  and the “Project” will need to be closed by the Financial Manager upon closeout.  This document covers how to close the Project. STEP 1: Log into CMiC Project Management STEP 2: If you do not see the project name/number at the top of the treeview for the project you would like to close, then follow steps 3-4 to locate the project.  If the correct project is at the top of the treeview, skip to step 6. STEP 3: Click the Project: Name (shown in Bold)                                                                                         STEP 4: You have a couple of options: a. Choose from the project history (projects you have worked on recently) b. If you know the project number, type it in the blue Project field and click "Submit" button or the "enter" key on your keyboard     c. If you do NOT know the project number, click the up arrow next to the Project field.  This list displays all projects within your specific security group.  TIP: Use the % signs as wild cards to search for a job number or name.   A percent (%) sign can be used in the following ways:   Job% = Find any record starting with "Job". %Job = Find any record ending with "Job" %Job% = Find any record containing the word "Job".   Searching for Job Numbers works the same way. 12056% = All jobs started in 2012 AND in Operating Group 056. Enter the desired information into the Find: field and click "Go"  Find the project you are looking for and click on it and CMiC will switch to that project   STEP 5: Click on the project name at the top of the treeview and click View Current Project at the bottom of the list of values.  This will direct you to the Project Maintenance Screen.   STEP 6: Click the Close Project button   STEP 7: You will receive a popup/checkbox asking “Do you wish to remove the collaborator flag for all External (BP) contacts for this project? STEP 8: ALWAYS check the box STEP 9: Click Proceed STEP 10: The project will now be closed.  You can confirm it is closed in the Project Maintenance header upper right hand corner if the “Closed” checkbox is checked.

Closing the Job Overview: In CMiC the “Job”, "Contract" and the “Project” will need to be closed by the Financial Manager upon job closeout.  This document covers how to close the Job. NOTE: Gather all the jobs that you need to close and you can complete the process all at once.  You do want to make sure you have Entered and Posted the Final WIP Adjustments prior to closing your list of jobs. STEP 1: Log into CMiC Enterprise>Job Costing>Job>Enter Job   STEP 2: Filter to find the project. Enter Project Number and hit Enter. STEP 3: Click Edit. STEP 4: Double check the Status of the project.  In order to Close the Job, the status must be "In Process"    NOTE: The job must have the Status of "In Process" to close. If the job status is "Pending", click HERE to update the status. STEP 5: Click on Utilities>Close Billings, Costs Jobs and TM Contracts  STEP 6: Filter to find the project. Enter Project Number and hit Enter.  STEP 7: Input the date that you are actually closing the Job. STEP 8: Click Process and Exit.    Repeat steps 6-8 for as many jobs as you are closing 

Closing the Contract Overview: In CMiC the “Job”, "Contract" and the “Project” will need to be closed by the Financial Manager upon job closeout.  This document covers how to close the Project. NOTE: Gather all the Job #'s that you need to close and you can complete the process all at once.  You do want to make sure you have Entered and Posted the Final WIP Adjustments prior to closing your list of jobs. STEP 1: Log into CMiC Enterprise>Job Billing>Utilities>Close Contracts STEP 2: Filter to find the project. Enter Project Number and hit Enter.   STEP 3: Input the date that you are actually closing the Contract.  STEP 4: Click Save and Exit.  Repeat steps 2-4 for as many contracts as you need to close.

IF STATUS IS "PENDING", THESE STEPS MUST BE FOLLOWED PRIOR TO CLOSING THE JOB. STEP 1: Click Job Costing>Job>Start Jo   STEP 2:  Filter to find the project. Enter Project Number and hit Enter.  STEP 3: Input the date that you are actually Starting the Job.  STEP 4: Click Start Jobs and Exit.  END OF PROCESS – STATUS WILL NOW BE "IN PROCESS" AND YOU MAY CONTINUE CLOSING THE JOB.