Add/Update Project Close Out Field Report


1. Within the Company Profile, scroll to the ‘Project Close-Out Report’ section then "Project Close Out Fields". Once done, click the ‘+ New Close Out Field’ button 

 

Note that there are 6 default Close Out Fields: 

  • Schedule 
  • Budget 
  • Project Management 
  • Technology 
  • People 
  • Process 

 

 

 

2. Apply the necessary changes into the input fields. After adding the changes, click the "Add" button to save changes. 

 

 

 

3. The newly added entry will be listed together with the 6 default close out fields. To ‘edit’ or ‘delete’ the added field, click the ‘edit’ or ‘delete’ icons on the right side of the entry.