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 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...
Tue, 23 Jun, 2026 at 6:40 PM
2.1 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...
Tue, 23 Jun, 2026 at 6:40 PM
2.2 Complete Close-Out Checklist
Complete Close-Out Checklist Note: User must be a Project Close: Initiator/ Project Close: Approver in Company Settings to start Closing the Project by...
Tue, 23 Jun, 2026 at 6:40 PM
2.3 Create Close-Out Report
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...
Tue, 23 Jun, 2026 at 6:59 PM
2.4 Approve a Project Close-Out
1. Video You can check the video for a walkthrough on Approve a Project Close-Out 2. Approve a Project Close-Out Note: User must be a Projec...
Tue, 23 Jun, 2026 at 6:59 PM
2.5 Review and Approve Benefits Tracking Project for Close-out
1. Video You can check the video for a walkthrough on moving a Project from Benefits Tracking to Closed. 2. Review and Approve Benefits Tracking Projec...
Thu, 30 Jul, 2026 at 4:29 PM