Project Close Out
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...
Tue, 23 Jun, 2026 at 6:59 PM
1. Project Type - Add Execution to Benefits Checklists 1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’. C...
Thu, 30 Jul, 2026 at 4:31 PM
1. Project Type – Update Execution to Benefits Checklists 1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’...
Thu, 30 Jul, 2026 at 4:31 PM
1. Project Type – Delete Execution to Benefits Checklists 1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’...
Thu, 30 Jul, 2026 at 4:32 PM
1. Project Type - Add Benefits to Closed Checklists 1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’. Clic...
Thu, 30 Jul, 2026 at 4:32 PM
1. Project Type – Update Benefits to Closed Checklists 1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’. C...
Thu, 30 Jul, 2026 at 4:32 PM
1. Project Type – Delete Benefits to Closed Checklists 1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’. C...
Thu, 30 Jul, 2026 at 4:32 PM
1. Add Project Close Out Field Report Field 1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’. Click t...
Thu, 30 Jul, 2026 at 4:34 PM
1. Update Project Close Out Field Report Field 1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’. Clic...
Thu, 30 Jul, 2026 at 4:34 PM
1. Delete Project Close Out Field Report Field 1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’. Clic...
Thu, 30 Jul, 2026 at 4:34 PM