How to cancel a project that is not being proceeded with?

The project system has a ‘termination’ process where a project can ‘terminate’ or ‘Cancel’ a project at any stage (those staff who have permissions to do so).

When you terminate a project, it will place the project into a terminated status, to exclude for those that are actually closed out from being completed. (so you can identify the difference).

This is configured within the Project workflows as a standard object + Sign off attached.

We would recommend adding this object above the ‘Close’ object, so essentially if the project is terminated, the terminated sign off object will appear before the close tab.

Object > Sign off