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How to close a project
In this article
Closing a project
When a project comes to an end, you can just enter your final application for payment certification and then leave the project as it is. It can be referred back to for reference purposes or as part of project reviews. It can also be archived to remove it from your list of active projects.
If you would prefer to tie up any loose ends, such as any outstanding work in progress for labour or any material invoices not yet received, there a number of steps you can complete. The video below covers these steps.
Video - Closing a project
Want to know more?
- Video: Analysing charts & tables in the Project Hub
- Video: Processing material invoices
- How to interpret 'Project Hub' commercial charts
- Project Hub overview
- How to search and export accounts information
- How to mark invoices as paid
- Invoice overview
- 'Projected vs Current Margins' table
- Projects Overview
- Adding and editing projects