Closing out a project can often be the most aggravating part of managing it.
VPO understands and has a few tools available to help ease the process.
Punch lists
Punch lists provide a final checklist of all outstanding tasks that must be completed before contractors receive final payments. VPO Punch Lists simplifies the process by creating an easy-to-use form that tracks:
- The status of a punch list (i.e. In Progress, Approved, Rejected, Voided)
- The type of punch list
- Who a punch list is assigned “to” and “from”
- When the punch list is due
- Discussion history
- Tracking a punch list’s individual items (including costs)
Closeout Checklist
The Closeout Checklist helps you make sure all final tasks and requirements are completed before a project is officially closed out. This checklist can be set up ahead of closeout and will list all required steps as you are tying up a project’s loose ends. When you open a checklist item, you can specify:
- What the task is
- What is the status of the task
- Who is assigned the task, who needs to be cc’d on the task
- When the task is due
Once your checklists have been set up, they can be viewed as a Kanban-style board that can help optimize your workflow. Users can modify these checklists to suit their specific needs, adding or subtracting items as desired. Power BI can also be used to create a clean dashboard view showing the status of all project checklists.
VPO Archive
The VPO Archive tool allows project managers to feel comfortable knowing that all the submittals, reports, and documents are backed up and ready to be delivered. VPO Archive captures, preserves, and delivers project documentation including (but not limited to):
- Action items
- Daily reports
- RFIs
- Submittals
- Non-conformance notices
- Change orders
- Invoices
- Issues
- Purchase orders
- Payment applications
- Punch lists
- Extra work orders
- Custom modules not listed above
For example, when a user creates a submittal on a project, VPO’s Archive in turn creates a copy in your Archive library with a formatted cover sheet, complete version history showing all modifications and changes, and all attachments (even the ones that were deleted during the project). Like all VPO modules and tools, VPO Archive can be configured to meet your company's needs.
Project teams can tailor the Archive to include any list or module relevant to their workflow. This flexibility means that the Archive can adapt to the unique documentation requirements of any project, large or small.
Click here to learn more about how VPO can help ease the pain of project closeouts.
