Closing a Project in Team Dynamix

Tags Project

Project managers can close out a project once completed (or cancelled.)

Under the Projects/Workspace app, click on the project

  • Manage->Project Details->click Actions green button->Close
    • Add the necessary reference files to the File Cabinet
    • Review and close any unfinished items (tasks & issues)
    • Send closure survey, if required
    • Mark project Inactive
    • Update status to Completed or Cancelled
    • Update Percent Complete
    • Update Comments
    • Click Save



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Article ID: 14396
Tue 7/5/16 10:00 AM