Complete Project
Explanation
Perform this activity when the project is ready to transition to the Completed status. Project
completion signifies that the project deliverables has been accepted by the customer, and that all project work has
been finalized. This can include administrative work such as final invoicing, and the completing of contracts.
- If there are activities which are not yet in the Closed status, they will be automatically
promoted to Closed when the project status is set to status Completed, provided
there is no remaining work on any of the activities.
- The project will only transition to Completed status if all activities are closed or
can be closed during the status change. If there are still activities with unfinished work, the project status
will remain unchanged.
To verify any unfinished work on an activity before completing the project, use the function
Generate Unfinished Activity Work Items. This ensures that all activities are truly
completed before updating the project status.
Request Financial Completion
Once the project is promoted to the Completed status, the corresponding financial project
should be completed in the General Ledger. As this is typically managed by a project accountant, a request to
complete the financial project should be made. Completing the financial project is and important step in project
closure, as when this action is performed in finance, it will automatically update the project status to
Closed.
History Logging
When the project has been Completed or Closed, any history logging that has
been scheduled for it should be turned off. If not, unnecessary logging will continue.
Prerequisites
- The project must be in the Started status.
- To promote the project to status Completed, all activity work must be
finished and project activities Closed, or possible to automatically be set to
Closed during the project completion status transition.
- To perform this activity, access to the entire project should be granted.
System Effects
- The project transitions to Completed status.
- All activities are in Closed status.
- The Actual Finish date is set to the current date.
- The project can be Restarted if more work needs to be done.
- A request can be made to finance, to complete the corresponding financial project.