Body
The following are the steps to properly close a project in this tool:
- Log in to TDNext
- Navigate to the Projects/Workspaces module
- 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 on Project Details (in the left navigation)
- Click Actions (button at the top of the Project Details page)
- Click Close from the drop-down menu
- If there are tasks, issues, or risks unfinished, select the appropriate box(es); leave blank if it does not apply.
- Leave the Closure Survey blank
- Change project status to Inactive
- Select an appropriate Status for the project
- Change the Health to None
- Adjust the Percent Complete to 100% - or less if project was not completed and is just being closed-out
- Note: percentage will automatically be set at 100% if a status of "Completed" is selected.
- Add any comments related 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.)