How to Close a Project

Introduction

The following will offer guidance for Project Managers on how to close a project in TeamDynamix. While a project can be marked 100% complete with status updates, you will still need to close out the project in TDX to be completely finished. Closing a project includes project completion as well as a cancellation of the project.

Steps

The following are steps for Project Managers to follow in order to close a project in TeamDynamix.

1. Navigate to the project within the technician view of TDX (TDNext).
2. While in the Project Details section, click Actions > Close
   1. Consider closing out any unfinished Tasks, Issues, Risks
   2. Set the project to Inactive.
   3. Status should be Completed or Cancelled.
   4. Percentage Complete: 100% if the status is Completed
   5. Comments: Please add any project summary/closing remarks.
   6. Click Save.

Additional Information

If you have any questions, please reach out to Chris Middleton.