Complete Close-Out Checklist


Note: User must be a Project Close: Initiator/ Project Close: Approver in Company Settings to start Closing the Project by Completing the Project Close Out Checklist 

 

From the Project Close Out set-up page, complete the ‘manual’ and ‘automated’ Project Close Checklist. 


For the ‘manual’ checklist, the tick-box should be selected, while for the ‘automated’ checklist, the Project Close: Initiator must complete the ‘Project Close Checklist’s to allow Project Close: Approver to do Final Project Close: 

  • All Risks are Closed – all risks must be resolved 
  • All Issues are Closed – all issues must be resolved 
  • Milestones are Closed – all Milestones must be completed 
  • Costs are Finalised – all Actual Costs must be updated