Completing a Project (v8.xx)
It is not necessary to have completed all the tasks and deliverables to mark a project complete in
Geniusproject. A project can be marked completed at any stage of its progress.
There are two different ways to mark a project "Completed". The result depends on the particular choice that the user makes.
The Project Leader may just change the status in the project description: the user completes the project when all the tasks are completed and the deliverables are already
delivered. Unfortunately, often this does not reflect reality.
The Project Leader may want to complete a project before all of the tasks and deliverables have been completed and delivered. The best way to do this is to run the "Complete" action, allowing the system to execute a process that will include all documents belonging to the project.
Open the project description.
Place the document in edit mode by clicking "Edit" on the menu bar.
Click "Actions" on the menu bar and select "Complete".
A dialog box will open asking you to confirm the completion of the project
The system will browse through all of the project elements and will update them applying the following rules:
The project status is set to "Completed".
The project progress is set to 100%.
The deliverables with a "To deliver" status are marked as "Canceled".
The deliverables 'In progress' or "To approve" are marked as "Completed".
The tasks where no time has been input are marked as "Canceled".
The tasks "In progress" or "To control" are marked as "Completed", as well as the "Postponed" tasks for which time has been entered.
Other documents are untouched.
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