Create a Close-Out Report


1. From the Close Out setup page, with Project Close Checklist: Project Modules All Completed, the “Project Close Out Report” button becomes enabled. Open a Close Out Report by either clicking on the ‘Project Close Out Report” button or clicking the “Project Close Out Report Submitted” link”.


 

 

2. Fill-in the Close Out Report with your comments/notes about what area in the Project was difficult to execute, what were perfect/good, and/or any changes you suggest in the future. After you’ve updated the Close Out Report, click “Submit Report” button to send a Final “Close Out Report”But if you still intend to do future changes, you may click “Save Draft” button


 

 

3. After a Close Out Report is submitted, “Project Reporting” becomes completed and ticked, the Completion Status Bar becomes 100% thus making “Close Project” button enabled for the Project Close: Approver.