Close a Project

When construction work is completed and all objectives met, including final inspections, client sign-off, documentation, and financial closure, you set the project status to Closed.

To close a project:

  1. Navigate to the project.
    You can search for projects using the Search Projects link in the Activity Zone. Projects that you are linked to also appear on the History tab on your contact record, and in the Projects dashpart in the Personal Zone.
  2. Click .
  3. On the Edit Project window, use the Status list to select Complete.
  4. Click Save.