Complete Project

Explanation

Perform this activity when the project is ready to transition to the Completed status. Project completion signifies that the project deliverables has been accepted by the customer, and that all project work has been finalized. This can include administrative work such as final invoicing, and the completing of contracts.

If there are activities which are not yet in the Closed status, they will be automatically promoted to Closed when the project status is set to status Completed, provided there is no remaining work on any of the activities.
The project will only transition to Completed status if all activities are closed or can be closed during the status change. If there are still activities with unfinished work, the project status will remain unchanged.

To verify any unfinished work on an activity before completing the project, use the function Generate Unfinished Activity Work Items. This ensures that all activities are truly completed before updating the project status.

Request Financial Completion

Once the project is promoted to the Completed status, the corresponding financial project should be completed in the General Ledger. As this is typically managed by a project accountant, a request to complete the financial project should be made. Completing the financial project is and important step in project closure, as when this action is performed in finance, it will automatically update the project status to Closed.

History Logging

When the project has been Completed or Closed, any history logging that has been scheduled for it should be turned off. If not, unnecessary logging will continue.

Prerequisites

The project must be in the Started status.
To promote the project to status Completed, all activity work must be finished and project activities Closed, or possible to automatically be set to Closed during the project completion status transition.
To perform this activity, access to the entire project should be granted.

System Effects

The project transitions to Completed status.
All activities are in Closed status.
The Actual Finish date is set to the current date.
The project can be Restarted if more work needs to be done.
A request can be made to finance, to complete the corresponding financial project.