Project Closeout Checklist Business Process

Use the Project Closeout Checklist business process to track a checklist of items that must be completed before the project can be closed out. Each checklist item tracks information such as the status, target completion date, and responsible party.

Characteristics

This is a Project-level business process without a workflow, provided in the system template.

Record Statuses

Open

non-terminal status

Closed

non-terminal status

Creating a Project Closeout Record

Create a Project Closeout Checklist record by navigating to Project Closeout / Project Closeout Checklist on the Project/Shell tab, or from the Tasks log on the Home tab or relevant Project/Shell tab.

Complete the Project Closeout Checklist form and attach related documents, if needed. After completing the form, click Save to create a record and keep it in editable mode, or click Submit if you are done and ready to commit the record.

Note: You must enter a value in all required fields (*) before you can save the form.

  1. Go to your Project tab and switch to User mode.
  2. In the left Navigator, select Project Closeout, and then select Project Closeout Checklist.
  3. On the Project Closeout Checklist page, click Create. Refer to the tables below to complete the form. You can click Save at any time to create a record and keep it in editable mode.
  4. To add attachments, click Attach Files on the Attachments tab.
  5. After completing the form, click Submit.

Completing the Project Closeout Checklist Form

Key Information

Key information about this record

Field Name

Access

Description

Title

Required

Title of the record

Status

Required

Status of the record

Completed Items

Read-Only

The number of completed items within this checklist

Total Items

Read-Only

The total number of items within this checklist

Details

Enter the description of this Project Closeout Checklist. This information might appear in any formal printouts of this item.

Field Name

Access

Description

Short Description

Editable

Enter a description of 250 characters or fewer. This description might be used in logs, dashboards, and reports.

Detailed Description

Editable

The detailed information about the short-description field. The field size can be expanded.

Record Information

System information about this record

Field Name

Access

Description

Record Number

Read-Only

System-assigned record number

Creator

Read-Only

Creator of this record

Record Last Update Date

Read-Only

Date that the record was last updated

Creation Date

Read-Only

Date that the record was created

Business Process Record URL

Read-Only

A shareable link to this record, for anyone with the necessary permissions

Project Name

Read-Only

Name of the project

Project Number

Read-Only

Unique Project Number

Additional Information

The Project Closeout Checklist Additional Information block is reserved for future use by your organization.

Field Name

Access

Description

Project Closeout Checklist Date Picker UDF 1

Disabled

Reserved for future use by your organization

Project Closeout Checklist Date Picker UDF 2

Disabled

Reserved for future use by your organization

Project Closeout Checklist Decimal UDF 1

Disabled

Reserved for future use by your organization

Project Closeout Checklist Decimal UDF 2

Disabled

Reserved for future use by your organization

Project Closeout Checklist Date Only Picker UDF 1

Disabled

Reserved for future use by your organization

Project Closeout Checklist Date Only Picker UDF 2

Disabled

Reserved for future use by your organization

Project Closeout Checklist Picker UDF 1

Disabled

Reserved for future use by your organization

Project Closeout Checklist Picker UDF 2

Disabled

Reserved for future use by your organization

Additional Notes

The Project Closeout Checklist Additional Notes block is reserved for future use by your organization.

Field Name

Access

Description

Project Closeout Checklist Text 255 UDF 1

Disabled

Reserved for future use by your organization

Project Closeout Checklist Text 255 UDF 2

Disabled

Reserved for future use by your organization

Project Closeout Checklist Text 255 UDF 3

Disabled

Reserved for future use by your organization

Project Closeout Checklist Text 255 UDF 4

Disabled

Reserved for future use by your organization

Project Closeout Checklist Long Text UDF 1

Disabled

Reserved for future use by your organization

Project Closeout Checklist Long Text UDF 2

Disabled

Reserved for future use by your organization

Consolidating Line Items

Project Closeout Checklist line items can be consolidated from the following business processes: Project Closeout Checklist

Completing the Checklist Items tab

Description

Description of this item

Field Name

Access

Description

Short Description

Required

Enter a description of 250 characters or fewer.

Detailed Description

Editable

The detailed information about the short-description field. The field size can be expanded.

Details

Responsible party and target date

Field Name

Access

Description

Responsible

Editable

The individual who is responsible for this closeout item

Responsible Company

Editable

The name of the company responsible for this closeout item

Target Date

Editable

Project Closeout Target Date at the line item detail

Checklist Item Status

Status of the current item

Field Name

Access

Description

Completed

Editable

When marked, checklist item is complete

Checklist Date Completed

Editable

The date the item was completed

Grouping and Numbering

Used to group and order the checklist items

Field Name

Access

Description

Checklist Item Group

Editable

Use this field to categorize Project Closeout Checklist items so grouping can be used for views and reporting purposes.

Checklist Item Number

Editable

Use this field to order Project Closeout Checklist items for views and reporting purposes.

Additional Information

Additional Information specific to this Closeout Checklist line item

Field Name

Access

Description

Project Closeout Checklist Line Item UDF PD 1

Disabled

Reserved for future use by your organization

Project Closeout Checklist Line Item UDF Text 255 1

Disabled

Reserved for future use by your organization

Project Closeout Checklist Line Item UDF CA 1

Disabled

Reserved for future use by your organization

Project Closeout Checklist Line Item UDF DA 1

Disabled

Reserved for future use by your organization



Last Published Monday, April 14, 2025