What do I need to complete before closing a Project?

There are a few steps to complete when closing a project: (1) Set the Progress sliders in the Budget vs Actual Breakdown table to 100%; (2) Make sure that all Invoices have been raised; (3) Write Off/Up any outstanding WIP. Once these steps have been completed, head to the Project Details page, click the Actions menu and select Close Project

There are a few steps to complete when closing a project: (1) Set the Progress sliders in the Budget vs Actual Breakdown table to 100%; (2) Make sure that all Invoices have been raised; (3) Write Off/Up any outstanding WIP. Once these steps have been completed, head to the Project Details page, click the Actions menu and select Close Project

Learn more: Want to learn more... here's a collection of articles on Project Closure

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