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- Project Management
- Process
- Review and close
Review and close
A status review compares the written account with tasks, milestones and target dates. The Project Manager prepares a dated update, checks the underlying records, then shares the account with stakeholders. Closing the project is a separate decision: the manager checks how work and checkpoints ended and records the actual end date.
Step by step
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Review status ProjectManager
Project manager reads task progress, overdue work and milestone outcomes before preparing the period update.
- Grounds the health account in current work
- Updates Projects, Tasks, Milestones
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Approve sharing ProjectManager
Project manager approves the draft account for stakeholders and changes its status from Draft to Shared.
- Dates the stakeholder communication
- Updates Project status updates
ApprovalA person approves before the work moves on. -
Resolve milestones ProjectManager
Project manager records each checkpoint as hit, missed or skipped according to the actual outcome and dates.
- Records checkpoint outcomes
- Updates Milestones, Tasks
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Inspect remaining work ProjectManager
Project manager resolves or cancels every remaining task and checks each milestone outcome before closure.
- Settles open items before close
- Updates Tasks, Task comments
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Approve closure ProjectManager
Project manager confirms every task is Complete or Cancelled and every milestone is Hit or Skipped, records the actual end date and changes the project from Active to Completed.
- Records the completed project and end date
- Updates Projects, Project status updates
ApprovalA person approves before the work moves on.
Who does what
Roles and permissions- Project manager
- Approves the shared account and closure; team member resolves assigned work; Viewer reads the final result.
Set up Project Management your way.
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