Finalize project artifacts (02:28)

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While, in theory, all project support items should already be completed prior to project closing as a result of the ongoing tracking of the project’s progress, all open support items should be reviewed and updated to ensure that they reflect their status at the time the project is closed.

To finalize project artifacts:

1.  Close all open issues

  1. Open the issues tab for the project. For all the issues that are active, select the appropriate Issue row.

  2. Click Edit (or double click the Issue name).

  3. Set the Status to Closed.

  4. Update the Resolution to reflect the reason for closing the Issue.

2. Close all open risks

  1. Open the Risks tab for the project. For all the risks that are active, select the appropriate Risk row.

  2. Click Edit (or double click the Risk name).

  3. Set the Status to Closed.

3. Close all open change requests

  1. Open the Change Requests tab for the project. For all the change requests that are New, On hold or Submitted, select the appropriate Change Request row.

  2. Click Edit (or double click the Change Request name).

  3. Set the Status to Rejected.

Download Job Aid: Closing a project


Disclaimer: Some images in the instructional video and text instructions contained herein may appear different from (or not available) in your organization’s Sensei IQ instance due to specific custom configurations and/or continuous solution updates. Ensure that you are already an enabled user in the Sensei.IQ for Project application and check out the What’s New page. Contact your system administrator for any assistance.

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