1. Manage Project Close-Out Report Fields


1. Go to the Top Navigation of the Focus HQ homepage, hover over your ‘Company Name’ then click on the ‘Edit’ icon as shown below.

Once done, you will reach the Company Profile. 

 

2. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’. Click the ‘Edit’ icon or the name of the Project Type.



1.  Add Project Close-Out Report Fields

1.  On the Project Type Settings page, scroll to the ‘Project Close-Out Report’ section then the ‘Project Close Out Fields’ list. Then, click the '+ New Close Out Field' button.  

 

Note that there are 6 default Close Out Fields: 

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

 

2. Fill up the necessary details: 'Name', 'Icon', 'Description'.

Tick the sections you want to include for your Project Close Out Report Field.


Sections you can include are: Plan, Actual, Difficult, Great, Change, Lessons Learned.


Once completed, click the "Add" button to save changes. 



2.  Update Project Close-Out Report Fields

1.  On the Project Type Settings page, scroll to the ‘Project Close-Out Report’ section. Click the 'Edit' icon or the name of the Project Close Out Field.

 

2.  Once redirected to the Close Out Field Details page, click the ‘Update’ button.


3. Apply the necessary changes into the fields. Once done, click the "Update" button to save the changes. 

 


3.  Delete Project Close-Out Report Fields

1.  On the Project Type Settings page, scroll to the ‘Project Close-Out Report’ section. Click the 'Delete' icon of the Project Close Out Field.

 

2.  Once the Confirmation popup is displayed, Click the ‘Yes’ button.