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This article explains how to properly close out a completed project in TeamDynamix (TDX). It is intended to guide project managers and project contributors through the close-out process to ensure that projects are finalized accurately, documentation is preserved, and reporting reflects the project’s completion.
The goal is not to require users to have in-depth project management expertise, but to provide clear and practical steps to confidently close a project in TDX once work has concluded. By consistently closing projects once work is complete, departments help maintain reliable data in TDX and support better planning, transparency, and institutional knowledge over time.
Tables of Contents
Overview
Procedures
Overview
When a project reaches completion in TDX, it should be formally closed using the Close action within the project. Closing a project ensures that:
- Outstanding items are resolved
- Project documentation is retained
- Time and expense entry is disabled
- The project status is reflected correctly in reporting
TDX guides users through several close-out actions to help standardize this process and prevent incomplete or inconsistent project records.
Procedures
Accessing the Project to be Closed
To begin the close-out process:
- Navigate to Applications Menu → Projects
- Locate the project under My Projects
- Select the project you intend to close
Before proceeding, confirm that required project fields have been completed and that the project is ready for closure.
Closing a Project in TDX
Within the project:
- Select Actions
- Choose Close
TDX will display a series of close-out steps that should be reviewed and completed.
Copy Files to the File Cabinet
This step allows project documentation to be preserved for future reference.
- ENSURE to add both the business case and any tickets into the Briefcase in the left sidebar.
- Also include any relevant files, notes, or background information that may be useful later
This helps ensure that project knowledge is not lost once the project is closed.
Closing Unfinished Items
If the project work is complete:
- Select the option to close any remaining Issues or Risks
- You will be prompted to choose a closing status
- Select a status with a type of Closed or Canceled
- Example: Completed
This step ensures no open items remain tied to a completed project.
Requesting Feedback (Optional)
TDX may allow a project survey to be assigned during close-out.
- If a survey is available and applicable, it can be selected
- If no survey is assigned to the project, this step may be left blank
Setting Project Status and Health
During close-out, complete the following fields accurately:
- Project Status
- Active / Inactive
- Select Inactive to prevent additional time or expense entries
- Outcome
- Example: Met Expectations
- Health
- Select the appropriate indicator (e.g., Green / Good)
- Percent Complete
- Set to 100% (If applicable)
These fields directly affect reporting and project visibility across TDX.
Adding Final Comments
Use the comments or observations field to:
- Summarize how the project went
- Document key findings or lessons learned
- Note whether the project may need to be revisited in the future
This information provides valuable context for stakeholders and future reference.
Saving and Completing the Close-Out
After reviewing all selections:
- Confirm the information entered is accurate
- Select Save
The project will now be formally closed in TDX.
Result of Closing a Project
Once closed:
- The project status is Completed
- The project is Inactive
- No further updates, time, or expenses can be added
- Documentation is retained for historical and reporting purposes
Additional Support
- OU Technology Center
- 44 Oakland Center
- Rochester, MI 48309-4479
- (248) 370-4357
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