Project Closeout Utility

The Project Closeout utility closes out projects, phases, and tasks and transfers the closed-out information to either another project, phase, or task of the same type or to a special completed project, phase, or task number. Vision then deletes the closed-out project, phase, or task, and associated information, from the Vision database.

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

If you are closing a project, phase, or task because it is completed, note that closing removes all references to the project, phase, or task from the database. If you want to refer to the project, phase, or task in the future, assign the project, phase, or task a status of Dormant instead of closing it.

Once a project, phase, or task is closed, you cannot re-instate it. If you want to work with the project, phase, or task again, you can re-enter the closed-out project, phase, or task in Project Info Center under its old number. The historical data, however, no longer exists in the database under the original number.

Project Closeout Considerations

• Project Closeout does not warn you about closing projects that may be specified as automatic posting projects in Configuration > Accounting > General. If you close an automatic posting project, the receiving project becomes the new automatic posting project.
• Vision does not check data entry files prior to closing projects. If you have unposted transaction files and you close a project entered in a transaction file, Vision uses the receiving project when posting the transaction file.
• If you close a project that is the main project of a billing group, Vision removes the billing group from the database.
• Vision consolidates budget information for closed projects.
• If you are using iAccess for Vision, you cannot close out a project that contains iAccess for Vision data. Vision will notify you that the project cannot be selected because it contains iAccess for Vision data.

Change a Project's Number

If you want to change a project's number, you do not need to close out the project. Instead, use Project Key Conversion and continue processing as normal under the new project number.

Change a Project's Organization

If you want to change a project's organization, you do not need to close out the project. You can use the Change Project's Organization Key utility and continue processing as normal.