Add Project Close-Out Checklist 

1. Within the Company Profile, scroll to the "Default Settings" section then "Project Types". This is the section where you can manage different "Project Types". Click the name of the Project Type that you want to update.



2. Once done, you will reach the Project Type Settings page. Scroll to the "Project Checklists" section then "Project Close Out". Click the "+ Check" button to add a Project Close Out Checklist.



3. To add a ‘Manual’ or ‘Automated’ checklist, Add the checklist details in the form ("Check Type", "Check", "Title" and "Description"). Make sure that the data in the "Check Type" field is "Project Close Out'.  Once complete, click on the "Add Check" button to save changes. 


3.1 To add a ‘Manual’ checklist:


 3.2 To add a ‘Automated’ checklist, these options can be selected: 

  • Check (choose a module): 

  • Activities 
  • Schedule 
  • Milestones 
  • Risks 
  • Issues 
  • Budget 
  • Resourcing Assignments 
  • Deliverables 
  • Quality Management 
  • KPI 
  • Check (Item status): 

  • All Items Closed Out 
  • All Items Completed