Step 1: Log in to Pype Closeout.
Step 2: Select the + Add Project option in the top left corner of the Projects tab.
*NOTE* If you do not see the + Add Project option, this is because your current assigned Role does not have permissions to create a project. Please reach out to your company Admin User to request permission.
Step 3: Complete the required fields marked with a red asterisk ( * ) and select Save and Continue.
Step 4: You will now be prompted to upload your Project Directory. You can do this via BIM 360, Procore, doing so manually, or by uploading the file from your computer. Select the option you want to use and follow the prompts.
Step 5: Once your Directory is imported into Closeout, you will be asked to map the columns in the directory with how you would like them to be displayed in Pype. You can map each column by dragging and dropping the column name to match the options listed under the Pype Closeout section on the right side of the page. Once you've completed your mapping, select Continue.
Step 6: You will then be prompted to preview your directory. Here, you can make any additional changes before you submit the directory to the project. You can delete users from the directory by selecting the check box next to their name, and then clicking Delete, you can update their information (name, email, job title, company, etc) by finding the user who's information you want to edit and clicking on the piece of information you want to change, and you can use the Filters to filter by Company and Company Type. Once you are done finalizing your directory, select Submit.
Step 7: You will see a notice pop up in the top right corner of the page when your directory uploads successfully. Now, you will upload the Submittal Log. You can do this with BIM 360, Procore, by uploading a specbook, completing manually, or uploading the log from your computer. Select the option you want to use and follow the prompts to upload.
*NOTE* If you choose to upload a specbook to generate the submittal log in Closeout, the specbook must be written in true CSI/Master Format in order for the system to read the document.
Step 8: When your submittal log is uploaded, you will be asked to map the column names with those available in Pype (similar to how you did with the Directory). Do so by dragging and dropping column names to their match on the right side of the page. Once this is completed, select Continue.
Step 9: Next, you will need to map subcontractors to their required submittals. You can do this by dragging and dropping, just like the previous page. You can group the submittals by Division or Spec Section as well. When you are done assigning responsible companies to their submittals, select Continue.
Step 10: You will now Preview your submittal log to make sure all responsible companies are assigned to the correct submittals.
On this page you can filter by Submittal Type, Responsible Company, and Submittal status by selecting the Filter option. You can also edit submittal information by clicking on it, delete submittals by checking the box next to the submittal number and clicking Delete, or add a company. If there are multiple submittals that need to be combined into one, you can check the boxes next to the submittals that need combined, and select Merge. When you are done finalizing your submittal log, select Submit.
Step 11: Once you Submit, the project will be created and you will be routed to the project's Dashboard, which shows you project progress. This page breaks down the number of submittals by type and shows how many submittals have been Submitted, Not Submitted, Approved, etc as well as information such as subcontractor participation and compliance. You can view your submittal log by selecting the Closeout Submittals tab on the left side of the page. You can also view the project directory by selecting the Directory tab.
