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Summary
Body
Close a Level 0 project
Summary
[OTS-PPMO]
Body
Prior to closing the project in TD, post a summary of how the project went as a feed comment.
No close out doc is required for a level 0 project.
Ensure all team members have logged any final hours.
Close the project in TD
If the project was
successfully completed
and ready to be closed:
Go to
Actions,
select
Close
.
Select Status: select
Inactive
radio button. Active allows for continued reporting of time and expenses. Projects that are closed should not be able to have time reported.
Copy any critical files/docs to the
File Cabinet
(project files can't be accessed once the project is closed, unless put in the File Cabinet).
Check the box to close any
unfinished Tasks, Issues or Risks
.
Under
Status
, select
Completed-Met Expectations
.
Change
Health
to appropriate color (for a successfully completed project, this would typically be Green).
Change
Percent Complete
to 100 (if it isn’t already complete).
Update
Comments,
indicating why it's closing.
Select
Save
.
If the project was
not completed or is being canceled
:
Go to
Actions,
select
Close
.
Select Status: select
Inactive
radio button. Active allows for continued reporting of time and expenses. Projects that are closed should not be able to have time reported.
Copy any critical files/docs to the
File Cabinet
(project files can't be accessed once the project is closed, unless put in the File Cabinet).
Check the box to close any
unfinished Tasks, Issues or Risks
.
Under
Status
, select appropriate status (
Completed-Did Not Meet Expectations
or
Canceled
)
Change
Health
to appropriate color (for a project that was not successfully completed, this would typically be Yellow or Red; for canceled projects, None).
Update
Percent Complete
to appropriate percentage.
Update
Comments,
indicating why it's closing.
Select
Save
.
Details
Details
Article ID:
45643
Created
Wed 1/3/18 11:41 AM
Modified
Thu 12/18/25 5:41 PM