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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


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