7. Complete your work

• How do I close a deliverable?
• How do I close a project?
• What happens when a project is closed?

Projects and deliverables have different statuses, you can use these to keep track of the progress of your work and to create reports.

 How do I update information on a project or deliverables?

1. Click on the Details tab
2. Click on the relevant field to update enter in any additional information such as adding documents, descriptions, notes or comments if required

How do I close a deliverable?

Closing a deliverable from the Worklist

1. Go to the Worklist
2. Find the deliverable you wish to close
3. In the Action column, click on the Close button

Closing a deliverable from the Project Summary

1. Click on the Projects menu
2. Click on the project you that contains the deliverable you want to close
3. Click the Deliverables tab
4. Click the deliverable you want to update
5. Click the green menu  button and select Close. The delivered date will automatically be entered with today’s date

 How do I close a project?

Closing a project is the suggested end to completed projects. If they start up again they can be reopened.

1. Click on the Projects menu
2. Select the project you would like to close
3. Click on the green menu  button at the top right of the workspace, select Close
4. The status of the project will change to Closed

What happens when a project is closed?

• Any deliverables on the project will automatically close these and enter today's date in the delivered date field
• Outstanding invoices and payments can still be actioned and completed after a project has been closed.
• Closed projects and deliverables can still be accessed and viewed
• Closed projects and deliverables can be reopened by clicking on the green menu action  button and selecting Reopen

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