End a Project

OBJECTIVE

The End a Project function is used to enter the project end date in the system. The status of the project remains Active.

 

This function is primarily used for projects managed as Active in Project Management. The system reverses the work in progress on the project with an end date within the Close a Period range to post expenses.

 

 

The end of a project cannot be reversed. However, it is possible to change the project end date.

 

PREREQUISITE 

 

Steps

Ending a project

  maestro* > Projects > Maintenance > Project > End a Project

 

 

It is possible to end a project even if there are active purchase orders related to it.

  1. Check the End box for the finished projects.

 

Multiple projects can be selected by clicking Select one or more cells.

Using the Days since the last function, projects can be retrieved for which there have been no expenses in the last 30 days by specifying 30 = $0 and by checking the Include projects with no expenses box.

  1. Click Save.

 

The end date is automatically entered in the Project Management and Project Inquiry options.

 

See Also

 

Last modification: December 20, 2024