TeamDynamix: Closing Out a Project once Completed (or Cancelled)

Summary

This article details how to close or cancel a project once completed in TeamDynamix.

 

How-To

Task: To close out a completed project.

Instructions

Step 1 - Go to Applications menu and click on Projects application.

Step 2 - Click on the name of the relevant project in the left-hand navigation.

Step 3 - Before closing the project, review it to ensure that all Tasks and Issues are marked as completed:

  • Select Issues and ensure any open issues have been closed.
  • Select Plans. Review the tasks to make sure all are completed.
  • When finished, Check-In and close the plan window.

Step 4 - Return to the Projects main screen. Under the name of the related project select Manage to display the details of the project.

Step 5 - Select the green Actions button, and then Close. This will launch a "Close Project" wizard.

Step 6 - Follow the steps in the wizard to close out your project:

  1. "Copy files to File Cabinet" (if applicable).

  2. "Close unfinished items".

    Note: It is not recommended for Project Managers to close out unfinished items from the wizard, unless you are closing an Operational Project, or Cancelling a project. For all other projects with items remaining to be closed, it is recommended that you exit the wizard and return to Step 1, above

  3. "Request Feedback" (Skip this section).

  4. "Choose the closed project status and health":

    1. Select Inactive. 
      Note: An inactive project will no longer allow time to be recorded to that project effort. Project Managers are encouraged to allow a grace period of about a week for time recording prior to closing the project out in order to facilitate time entry.

    2. Select a status of Completed or Cancelled, as applicable.

    3. Set Percent complete (If Completed, this should be 100%. If Cancelled this may reflect the progress before termination.)

    4. Add Comments.

  5. Click Save.

Note: If your project has been cancelled, follow the steps above for closing a completed project in TeamDynamix, however you can optionally eliminate Step 3. Instead, you can simply close all Tasks and Issues through the "Close Project" wizard in Step 6.

 

Outcome:

Completed project will be closed. 

 

Need additional help?

If you need further assistance, see TeamDynamix: Need Help?

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