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Automating Project Closure

Our Client has a rquirement with regards to automating project closure.

This is what he wants:

- When final settlement is done the status must change from REL to TECO

-On saving with the TECO status the follwing must happen:

  • Perform final confirmations on activities or give error if automated conformation is not possible

  • to give error if settlement is incomplete (still actual costs on project)

  • Workflow to Asset controller to create asset and set status to CLSD

  • Provide Authorization role which will be assigned to Asset Controller to stop users to undo TECO project

Any help with regards to these requirements wil be greatly Appreciated

Kind Regards


Former Member

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