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What do the statuses mean, and how do I close a project?
What each status of a project and its items means, and how a project is closed through the closing check.
On this page
How do I start closing? What is checked before the project closes? What are «How did it go?» and the Summary? How does a closed project open again? Who closes and reopens?A project and each of its work items have a status of their own. An item's payment is a third, separate label: a completed project can still have unpaid items.
| Label | Values |
|---|---|
| Project | New · In progress · On hold · Completed · Closed · Cancelled |
| Work item | Open · In progress · On hold · Completed · Cancelled |
| Item payment | Unpaid · Partially paid · Paid in full |
Completed means the work is finished; Closed means the project has been through the closing check and its summary has been saved. The only way to Closed is through closing.
How do I start closing?
On the project's page press Close the project… — or choose «Closed» as the status, which opens the same window. It has three steps: Check, How did it go? and Summary.
What is checked before the project closes?
| Stops the closing | Only warns |
|---|---|
| Your own items that are neither finished nor cancelled — you finish or cancel them from there, with a reason | Open tasks, unticked checklist points, a wait that is still running |
| Required checklist points, when the office has required points switched on — or you declare «not applicable», with a reason | Partner items still open (the partner changes their status), items with no effort estimate, no time recorded on the project, items with an unpaid balance |
The button tells you how many warnings you are closing with. Only someone who can see amounts sees the unpaid balance warning, and even then without the amount.
What are «How did it go?» and the Summary?
«How did it go?» is optional: As planned, With small or With significant deviations, the reasons and a short note. The Summary shows what is frozen at closing; it does not change afterwards. From the project's Closing summary card you download it as a PDF or save it to the project's files.
How does a closed project open again?
A closed project reopens only through Reopen on the closing summary: you write why, and which status it returns to. The closing and the reopening both stay in the project's history.
Who closes and reopens?
Anyone who may create and change projects — in your office:
| Permission | Office Owner | Office administrator | Project manager | Technical staff | Secretariat | Accounting | Website manager |
|---|---|---|---|---|---|---|---|
| Create and edit projects and work items | yes | yes | yes | no | no | no | no |