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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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Mark a project/initiative as complete or cancelled

  1. Navigate to your project/initiative on the ISTPPM Board. The Only My Issues quick filter can help you find your items in the list.
  2. Trigger the update to close your project/initiative by clicking Workflow - Done from the options presented:
  3. The following dialog will be presented:
  4. Update the Project Percent Complete to be 100% (if project complete) or to appropriate percentage if project is cancelled.
  5. Update Resolution to one of the following values:
    1. Cancelled
    2. Completed – Met all expectations
    3. Completed – Exceeded expectations
    4. Completed – Did not meet all expectations
  6. Add any Comments, if applicable
  7. Click Done to complete the process

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titleNeed Help?

Contact the IST Service Desk at helpdesk@uwaterloo.ca or 519-888-4567 ext. 44357.