Prior to a project having its status change to Completed, all tasks should be in the Invoiced status. This indicates tasks that have been reviewed and finalized. 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 Action Button to Complete a 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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Heading 2 looks like this - choose Heading 2 and then change the color to the top row, 5th from the left.
and Heading 3 should look like this - choose Heading 3 and then change the color to the top row, 5th from the left.
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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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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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