There is a field in which the project manager may type in additional information ‘Comments’ to be recorded as future reference or information on the specific project. This is a required field as indicated by the red asterisk (*). Click the <Close Project> button to finalize and save the information. The project status will be updated to reflect the selection. The Details’ window closes, and you are returned to the Explorer’ window. ‘Project ‘Project NOTE: The <Close Project> button disappears from the window (shown below) and the Manager Status reflects the Close status (shown below). How to Cancel a Project There may be times when a project gets cancelled by the project requestor (Sponsor or Stakeholder) at anytime during the project life-cycle. The project manager should use the same procedures outlined in Section 9, to Close-out “How a Project” to cancel a project. The only difference in procedure between a project completion close and a cancelled project close would be the option selected in the field. Select (shown below). NOTE: ‘Status’ ‘Cancelled’ A project can be at anytime during the lifecycle of the project. ‘Cancelled’ Project Document Management Use the Cabinet’ application to access documents stored in the TeamDynamix database ‘File after a project is closed. From the TeamDynamix Dashboard window, click on then click ‘Apps’, on Cabinet’ (shown below). ‘File
There is a ‘Comments’ field in which the project manager may type in additional information to be recorded as future reference or information on the specific project. This is a required field as indicated by the red asterisk (*). Click the <Close Project> button to finalize and save the information. The project status will be updated to reflect the selection. The ‘Project Details’ window closes, and you are returned to the ‘Project Explorer’ window. NOTE: The <Close Project> button disappears from the window (shown below) and the Manager Status reflects the Close status (shown below). How to Cancel a Project There may be times when a project gets cancelled by the project requestor (Sponsor or Stakeholder) at anytime during the project life-cycle. The project manager should use the same procedures outlined in Section 9, “How to Close-out a Project” to cancel a project. The only difference in procedure between a project completion close and a cancelled project close would be the option selected in the ‘Status’ field. Select ‘Cancelled’ (shown below). NOTE: A project can be ‘Cancelled’ at anytime during the lifecycle of the project. Project Document Management Use the ‘File Cabinet’ application to access documents stored in the TeamDynamix database after a project is closed. From the TeamDynamix Dashboard window, click on ‘Apps’, then click on ‘File Cabinet’ (shown below).
TeamDynamix%20V8.2%20User%20Guide.docx