Close Project

Explanation

Perform this activity to promote the status of the project to Closed.

At this stage post-project activities, such as reports or evaluations, have been completed. No further status changes can be made on the project once it has been closed. See About Project Status for more information on project statuses.

Once the project has been closed, any history logging that has been scheduled for it must be turned off, otherwise unnecessary logging will continue.

Prerequisites

The project must be in status Completed.

System Effects

The project is closed.
The Close Date is set to the current date.
An error message will appear if any material on hand exists for the project, consequently disallowing the closure of the project.

Window

Project/Finance

Related Window Descriptions

Project (Project)
Project (Finance)

Procedure

Select the project to close and select the Finance tab.
Right-click on the tab and then select the Project Completion menu option.
The Project Completion dialog box will appear. Click OK to create a voucher.

Note: The Finance tab in the Project window is only available if General Ledger has been installed. If it is not installed, go to Project/Project Information tab which is found under Project Accounting to close the project.