The Project Setup provides summary information about the project for you to manage. In addition to Project Information that was collected on project creation, the Project Setup is home to Documents as well as the Audit Log for the project.
Documents Card
Within the Project Details screen, the Documents card allows you to retain all important documents related to this Project. Maintaining and associating your documents for each Project allows your team to better manage their service delivery obligations by presenting all related information in one place. You can designate a Document Type for each document you store within this customer-level document library.
Document Types include:
- Contracts
- Other
Audit Log
Keep track of all changes and updates to the project in one place. The Audit Log will list out each change by any team member responsible for the change, the date which the change occurred and the change made. Multiple changes made to a section before saving will be logged as a single entry.
Completing a Project
To close a project, from the Project Setup tab select the Complete Project button in the upper right corner.
When completing a Project, you can provide the Completion End Date for the project and a closing reason. Timesheets and expenses can continue to be submitted up to the Completion Date.
A completed project cannot be re-opened.