Previous Topic: View List of Project Closure DocumentsNext Topic: PMBOK Guide Accelerator Management Views


Edit Project Closure Documents

Use the project closure page to view a list of project closure documents.

The properties page is the default page that displays when you open a document. It displays the fields that you defined when you first created the document, as well as additional fields you must complete before you submit the document for review. You can edit many of the fields displayed on this page.

Follow these steps:

  1. Open the project.
  2. Open the Properties menu, and click Project Closure.

    The project closure properties page appears displaying a list of project closure documents.

  3. Click the name of the project closure document for editing.

    The project closure properties page appears.

  4. Edit the following fields in the General section:
    Name

    Defines the name of this document.

    Limit: 80 characters

    ID

    Displays the unique identifier for the document.

    Limit: 80 characters

    Checklist Submitted by

    Defines the name of the resource submitting the document.

    Last Updated Date

    Displays the date the document was last updated and saved.

    Review Status

    Displays the review status for the document at the time of creation. In management views and in list views, the field displays as a stoplight.

    Values:

    • New. The document is in draft mode and not submitted for review.
    • Submitted for Review. The document is submitted for review but not reviewed by all reviewers.
    • Review Completed. The document is submitted for review and is reviewed.

    Stoplights:

    • Grey. The document is not submitted for review.
    • Green. The document is submitted for review and the review is complete.
    • Yellow. The document is submitted for review but not reviewed.
    Submit for Review

    Specifies to submit this PMBOK Guide project document for review. Select the check box to submit the document for review.

    Default: Cleared

  5. Edit the fields in the remaining sections, and save.