Prior to a project having its status change to Completed, all tasks should be in the Invoiced status. This will indicate the tasks have been 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.
Using the Actions 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.
⦿ How to Mark a Project as Completed
- In a project, click the Actions button to open the button options.
- Click Mark as Completed link to change the Project Lifecycle status.
- Click the Yes button to confirm the project is completed. The Project Lifecycle status will change to Completed.
