CloseOut automatically assigns CloseOut Item Roles based on Responsible Party assignment.

Tip! Make sure the contact you want to add to a Responsible Party is in your Project Directory.

This will give you a suggested company based off your Project Directory.

Click a company and assign as many users as needed.

Buildflow

This guide provides a straightforward method for efficiently managing responsible parties in your project by leveraging automated role assignments based on your Project Directory. By ensuring that the right contacts are included and properly assigned, you can streamline management and enhance collaboration. Additionally, the guide offers helpful tips for selecting appropriate companies based on industry, making the process even more effective. Viewing this guide will help you optimize project organization and communication.

CloseOut Responsible Parties

Responsible Parties