Closing a Project in Team Dynamix

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