Mark a Project Substantially Complete
Assuming all Q & A type Items have been shipped on the Project and that all Project Products and Service Contracts have been created, a Project may be marked as Substantially Complete (may be utilized for its intended use)
- From the Project form, click on the Extended Menu and select ‘Mark as Substantially Complete’
- Confirm your choice in the window that opens “Are you sure you would like to move the project to substantial completion status?” If you receive a warning window advising “Shipped A/Q Items found without System ID. Are you sure?” you may click Ok and continue.
- Enter the Date of Substantial Completion in the window that opens
- When the above steps have been taken, the Project Status will be updated to SUBSTCOMPL and the Install Finish date will be set. Additionally, the Service Overview Workflow ‘Substantially Completed Projects’ bucket count will increase.