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

To close out projects:

1. From the Vision Navigation menu, click Utilities > Advanced Utilities > Project Closeout.
2. In the Receiving Project field on the Project Closeout form, click Search to search for and select the project number to which to close out the project.
3. In the Project field, click Lookup/Insert or Insert to search for and select the appropriate project(s) to close. The project number displays in the Project field. The project's name displays in the Name field.
   1. Click the name of the project to view the project record.
   2. To delete a project, select the project and click Delete.
   3. Click the name of the project to view the project record.
4. Select one of the following actions:

   Option	Description
   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, Vision displays the following message:

   Project <project number> is in a different organization than the receiving project. General Ledger postings will remain in the original organization.

   You can continue to close out the project.

5. Click Save.