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Project closeout

Complete final steps and archive the project.

Projects . 4 min read

Overview

Project closeout is the process of formally completing a project, documenting outcomes, and archiving records.

Closeout steps

  1. Verify all tasks are complete -- Ensure every task is marked as Done.
  2. Review budget -- Confirm all expenses are accounted for and within budget.
  3. Final report -- Generate and submit the project summary report.
  4. Stakeholder sign-off -- Obtain approval from project sponsors.
  5. Archive -- Move the project to archived status.

Closeout checklist

Item Status
All tasks completed Required
Budget reconciled Required
Final report submitted Required
Lessons learned documented Recommended
Stakeholder approval Required

Starting closeout

  1. Navigate to Projects > [Project Name].
  2. Click Actions > Begin Closeout.
  3. Follow the guided checklist.

Tip: Document lessons learned during closeout to improve future project planning.