Project Close Out
Complete Close-Out Checklist Note: User must be a Project Close: Initiator/ Project Close: Approver in Company Settings to start Closing the Project by...
Fri, 27 Nov, 2020 at 5:39 PM
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...
Fri, 27 Nov, 2020 at 5:39 PM
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...
Thu, 21 Jan, 2021 at 4:27 PM
View the Closed Project 1. To view the closed project, from the PFHQ ‘Home’ page, navigate to the ‘Project Dashboard’ by clicking the ‘All Projects’ t...
Fri, 27 Nov, 2020 at 5:45 PM
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, 28 Jan, 2021 at 10:19 PM