This article includes steps on updating the status of an active project, and marking a project/initiative as complete or cancelled.
Update the status of an active project/initiative
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You may update project status at any time by navigating to the issue detail screen and updating the values. At a minimum, monthly updates are required for portfolio status.
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- Navigate to your project/initiative on the ISTPPM Board. The Only My Issues quick filter can help you find your items in the list.
- Trigger the update to close your project/initiative by clicking Workflow - Done from the options presented:
- The following dialog will be presented:
- Update the Project Percent Complete to be 100% (if project complete) or to appropriate percentage if project is cancelled.
- Update Resolution to one of the following values:
- Cancelled
- Completed – Met all expectations
- Completed – Exceeded expectations
- Completed – Did not meet all expectations
- Add any Comments, if applicable
- Click Done to complete the process
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Contact the IST Service Desk at helpdesk@uwaterloo.ca or 519-888-4567 ext. 44357. |