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How to Close a Project in Work Management System
How to Close a Project in Work Management System
Tags
close
closure
project
complete
status
closed
completed
The following are the steps to properly close a project in this tool:
Log in to TDNext
Click on Projects/Workspaces
Click on the title of the project to be closed.
Click on
Manage (subsection under project title in the left navigation)
Click on
General
(in the left navigation)
Change End Date to the actual end date of the project.
Click Save
Click
Actions
(button at the top of the Project Details page)
Click Close
If there are tasks or risks unfinished, select the appropriate box, or leave blank if it does not apply.
There are no surveys for projects at this time, so leave the Closure Survey blank.
Change project status and health from Active to Inactive
Select the appropriate New Status for the project
Change the Health to None
Adjust the Percent Complete to 100% (or less if the project did not finish and it is simply being closed out).
Add any additional comments to the closure of the project.
Click Save
Select
Project Details
Click Actions (button at the top of the Project Details page)
Select Deactivate (this is the final step to closing a project. Nothing can be changed unless the project is reactivated.)
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Article ID:
871
Created
Mon 6/11/18 9:32 AM
Modified
Thu 1/17/19 3:43 PM
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Check out this knowledge base article I found in the University of Idaho knowledge base. https://support.uidaho.edu/TDClient/40/Portal/KB/ArticleDet?ID=871 How to Close a Project in Work Management System Step-by-step instructions on how to properly close a project within the work management system.