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Prior to a project having its status change to Completed, all tasks should be in the Invoiced status. This will indicate the indicates tasks that have been reviewed and finalized and reviewed. When a task has been Invoiced, this information will appear in Cost Info. Using the Actions button will finalize a project and change its status to Completed. A project can be place into Completed status at any point during the Project Lifecycle

Using the

Actions

Action Button to Complete a

Project 

Project

The Actions button is located inside a project on the upper right hand side. When a project is Completed, you cannot add any additional tasks. You may not remove any task from Tasks Lists from a project that is Completed. 


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title⦿ How to Mark a Project as Completed
  1. In a project, click the Actions button to open expand the button optionslist
  2. Click Mark as Completed link to change the Project Lifecycle status. To access the Complete Project Link
  3. Click the Yes button to confirm the project is completed. The Project Lifecycle status will change to Completed

Complete Project Confirmation

Re-Opening a Completed Project

Projects in Completed status can be RE-Opened at any time. When a project is re-opened, it returns to the Project Lifecycle status it was in prior to completion. This allows for potential updates which includes adding tasks or updating project information. After changes or updates are made, the project can be placed back into Completed status. The re-opening of a project is capture under the History tab within a project.

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title⦿ How to Re-Open a Completed Project
  1. In a project, click the Actions button to expand the list. 
  2. Click the Re-Open Project link to re-open the project. Image Added
  3. Click the Yes button to confirm re-opening. Image Added
  4. The project returns to its previous status. 
    Image Added




Note

When a project is in Completed status, it cannot be canceled. When a project is canceled, it cannot be place in Completed status.


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