Project Close Out

1.0 Manage Project Close Initiator and Close Approver at a Company Level
Manage Project Close Initiator and Close Approver at a Company Level To update the ‘Company Profile Settings’, open the Project Focus HQ tool using...
Fri, 27 Nov, 2020 at 5:04 PM
1.1 Set-up Project Close Initiator
Set-up Project Close Initiator 1. Within the Company Profile, scroll down to the "Approver Responsibilities" section. This is the section wh...
Fri, 27 Nov, 2020 at 5:05 PM
1.2 Set-up Project Close Approver
Set-up Project Close Approver 1. Within the Company Profile, scroll down to the "Approver Responsibilities" section. This is the section ...
Fri, 27 Nov, 2020 at 5:05 PM
1.3 Set-up Department Approver
Set-up Department Approver 1. Within the Company Profile, navigate to the ‘Department Naming Convention’ section and then ‘Department’. This is the se...
Fri, 27 Nov, 2020 at 5:06 PM
2.0 Add Project Close-Out Checklist
Add Project Close-Out Checklist  1. Within the Company Profile, scroll to the "Default Settings" section then "Project Types". Thi...
Fri, 27 Nov, 2020 at 5:06 PM
2.1 Update a Project Close-Out Checklist
Update a Project Close-Out Checklist 1. Within the Company Profile, scroll to the "Default Settings" section then "Project Types"....
Fri, 27 Nov, 2020 at 5:11 PM
2.2 Remove a Project Close-Out Checklist
Remove a Project Close-Out Checklist 1. Within the Company Profile, scroll to the "Default Settings" section then "Project Types"...
Fri, 27 Nov, 2020 at 5:12 PM
2.3 Add/Update Project Close Out Field Report
Add/Update Project Close Out Field Report 1. Within the Company Profile, scroll to the ‘Project Close-Out Report’ section then "Project Close Out...
Fri, 27 Nov, 2020 at 5:12 PM
3.0 Manage Project Close-Out
Manage Project Close-Out To close a project, open the Project Focus tool using this link: http://app.projectfocushq.com/accounts/login/.  Login u...
Fri, 27 Nov, 2020 at 5:34 PM
3.1 Review and Approve Project to Move to Benefits Tracking Phase
1. Video You can check the video for a walkthrough on moving a Project from Execution to Benefits Tracking. 2. Review and Approve Project to Move to Be...
Thu, 28 Jan, 2021 at 10:13 PM