Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Prior to a project having its status change to Completed, all tasks should be in the Invoiced status. This will indicate the tasks having been finalized and reviewedindicates 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

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. 

Image RemovedImage Added


Panel
bgColor#F9F9F9
titleColor#0e3367
titleBGColor#EAEAEA
borderStylenone
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. Image RemovedTo access the Complete Project LinkImage Added
  3. Click the Yes button to confirm the project is completed. The Project Lifecycle status will change to Completed
Image Removed

Complete Project ConfirmationImage Added

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.

Panel
bgColor#F9F9F9
titleColor#0e3367
titleBGColor#EAEAEA
borderStylenone
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.


Live Search
spaceKeySCU
additionalpage excerpt
placeholderSearch our Knowledge Base
typepage

Panel
titleColor#ffffff
titleBGColor#5fa7d0
borderStylegroove
titleIn this Article

Table of Contents
maxLevel3
minLevel2
indent20px

Image Modified

Panel
titleColorwhite
titleBGColor#75a346
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max8
showSpacefalse
sorttitle
cqllabel in ( "Costlist" , "projects" , "project" , "projectlifecycle" ) and space = currentSpace ( )