The Check Project Close option allows the Project Manager to verify that there are no more outstanding Project-related transactions that require attention. This option may be run multiple times before actually closing a Project. The results grid will list any outstanding Project items such unprocessed Change Orders or un-posted Time Bills
- Open the Project you want to close
- Click the Extended Menu icon
- Select Check Project Close
- In the Date window that appears, select a Date and click the OK button. The Project Close Errors grid will open in a new window. If no errors are found, a message will appear stating as much. Click the OK button
- If the Project Close Errors grid opens, you may drill into any individual Error line to review and resolve. After all errors have been resolved, run Check Project Close option again to confirm that there are no longer any errors that would prevent Project Close
Note: Check Project Close option may be used at any time during the lifespan of a Project