Try It!

While a status update should already exist to report on the status of the project as it was closed, we review the final status reports to confirm that the project status is accurate and complete, and ensure that you did not miss updating some details. 

To produce the final status update:

1. Set project KPI and status narrative

1. Open the Status Updates tab for the project and click + New Status Update.
   
   
2. Create a new project status update to reflect the overall project status on closing. 
   
   
3. Ensure the Status Date is set to reflect the project close date.
   
   
4. Define the overall project status. 
   
   
5. Set the Project KPI and provide a clear and concise narrative to describe the overall status of the project.
   
   
6. Set the KPI and provide a status narrative for the other relevant status areas for the overall project based on your project stakeholder’s information requirements.
   
   

2. Review and verify the Project IQ status report

1. Select Run Report from the command bar. 
   
   
2. Select the appropriate style of status report from the list.
   
   
3. Review the project status report and validate that the status report reflects the overall project status at the time of closing.
   
   
4. Return to Project IQ to ensure that the status report is accurate and consistent with the overall project’s status.
   
   

3.  Review and verify the Insights status report

1. Right mouse click on the current project and click Drill through and then select Project Status.
   
   
2. Review the three pages (Overview, Details and Tracking) and validate that the status report delivers the appropriate message to the project stakeholders.
   
   
3. Return to Project IQ and/or Project for the web to ensure that the status report is accurate and consistent with the project’s status.
   
   

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.}