Close Project

Once the phases of the project are completed, the responsible person can close the project via the Close Project object.

Open

Figure 1.1

• STEP 1: Simply, select your name from the staff dropdown list and tick the Close tick box.

You will only be able to perform this operation if you are authorised to do so.

• STEP 2: Click the save icon to close the project.

This project will now appear to be closed when viewed through the homepage and the field can be used to filter out completed projects which are no longer of immediate interest.

Exporting Details

You can export information in the Close object to formats such as PDF, Word, Excel, etc. by following the steps below:

• To generate an export of the object, click on export icon on the toolbar.

Open

Figure 1.2

• Upon clicking the export icon, you will see a preview of information within the object on a new browser tab.

• Click on export dropdown menu icon and select the preferred export format from the menu to download the file in the selected format.