Project Completion
Completed Projects
Can be found under History in the IEM Project Manager role center. Or The list shows all Projects with the status Completed.
To complete a Project
To complete a Project all Project Tasks should reach the line status “Completed” first.
When in the Project Completion process the Project status is changed to “Completed” the program will evaluate if this status can be set based on the following checks. (ChangeJobCompletionStatus, gFncCheckBeforeComplete(Rec)):
| Table | Explanation |
|---|---|
| Project Billable Line (T1003) | Check the Project Planning Line for not invoiced lines |
| Project Planning Line (T1003) | Check the Project Planning Line for lines without status Completed |
| Purchase Line (T39) | Purchase Lines with Outstanding Qty or Qty Rcd. Not Invoiced <> 0 |
| Purchase Line (T39) | Purchase quote lines for the Project |
| Transfer lines (T5741) | Transfer Order lines exist |
| Production Order Line (T5406) | Production Order lines exist with status <> Finished |
| Item Journal Line (T83) | Item Journal Lines exist |
| Project Journal Line (T210) | Project Journal Lines exist |
| General Journal Line (T81) | General Journal Line exist |
| Requisition Line (T246) | Requisition Line exists |
The user will be notified through a warning or an error based on the setting in Projects Setup Action if error during Project Completion. You can set this to:
- Blank | do nothing
- Warning | a warning will be shown but the process will continue
- Error | an error message will be shown and the process stops.
When all checks are passed the Complete Boolean on the Project Header will be set to True and all Project Planning Lines will be updated to Completed.
To complete a Project Task
The Project Task also has a status code:
- Open
- Released
- Completed
- Blocked
Change Project Task Status functionality will be completed in a future update.
To complete a Project Planning Line
In this process it is important to distinguish between the Line Status and the Status of the Project Planning line. The Line Status is a IEM specific field which allows the planner to manage the workload:
- Open | the line needs to be reviewed or is not due yet. Open planning lines are not visible to the planning system.
- Released | the line has been reviewed and can be replenished. Released planning lines will be picked up by the planning system.
- Completed | the line is completed even when there are still remaining quantities. The quantity will be updated to the Quantity posted.
- Blocked | the line has been reviewed but is, temporary, on hold.
The Status field is a standard Dynamics BC field which will follow the Project Status: Planning, Quote, Order, Completed and will be updated automatically.
Return to Project Management and Administration