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
| Status | Resulting State |
|---|---|
| Open | non-terminal |
| Closed | non-terminal |
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, select Save to create a record and keep it in editable mode, or select Submit if you are finished and ready to commit the record.
Note:
You must enter a value in all required fields (*) before you can save the form.- Go to your Project tab, and switch to User mode.
- In the left Navigator, select Project Closeout, and then select Project Closeout Checklist.
- On the Project Closeout Checklist page, select Create. Refer to the tables below to complete the form. You can select Save at any time to create a record and keep it in editable mode.
- To add attachments, go to the Attachments tab, and select Attach Files
.
- After completing the form, select 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 |
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 50 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. |