Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Close Out Projects

When you close out projects, phases, or tasks, the utility transfers the closed-out information to a WBS element of the same type or to a special completed project, phase, or task number.

Prerequisites: Print a copy of the Project Progress report for each project that you plan to close. Back up your Vantagepoint database.

To close out a project, the project must have the same task structure as the receiving project.

To close out projects:

  1. In the Navigation pane, select Utilities > Updates > Project Closeout.
  2. In the Receiving Project field on the Project Closeout form, use the Project lookup to search for and select the project number to which to close out the project.
  3. To add another row in the list of projects to close, click + Add Project below the grid.
  4. In the new row, click and use the lookup to search for and select the appropriate project(s) to close.
    The grid displays the project number and name of the selected projects. Repeat this step if you want to add more projects to close.
  5. On the Actions bar, select one of the following:
    • To run this utility manually, click Run.
    • To schedule this utility to run on a regular basis via the process server, click Schedule and complete the information on the Schedule dialog box.
    If you are using Organization Reporting, you can close out projects that are in different organizations. If you do this, a message is displayed to explain that general ledger postings will remain in the original organization. You can continue to close out the project.

    If you have the Resource Planning module, any schedule dependencies on the project are removed when you click Run or Schedule.