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J
JenniferMiklasz
Level 4
December 19, 2020
Solved

Project Complete Status

  • December 19, 2020
  • 3 replies
  • 1460 views

Hello,

Sorry for the simple questions- I'm trying to find to option where I can mark a Project Complete once the last task has been marked as complete. I have tried to find it, but can't seem to find it.

Also, if I want to give our users the option to edit the request form after they've submitted the request, where do I give them access to do that please.

thank you,

Jennifer

Thank you,

Jennifer

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Best answer by AmberDa2

Hi Jennifer,

I agree with Richard's answer on marking a project complete.

As for your second question, the person who submits the request can edit their request at any time by clicking into their request (found on Requests I've Submitted) and clicking Edit Custom Form or by clicking the pencil icon (in the new experience) when viewing the Issue Details. If the request has been converted into a project and they want to edit the project version of the custom form, the project will need to be shared with them giving them Contribute access, making sure to check the box for Edit Custom Form in the advanced settings in sharing. Note - if they only have a reviewer or requestor license they will not be able to edit the project custom form. They need a Work or Plan license.

3 replies

R
Community Advisor
Richard_Le_Community Advisor
Community Advisor
December 21, 2020

Hi Jennifer,

You can mark a project as complete one of two ways:

  1. If the 'completion mode' of your project (configured in the project settings) is set to 'manual', you can manually mark the project as complete by simply clicking on the project status and from the drop down menu change the status to 'complete'.
  2. If the 'completion mode' of your project is set to 'automatic', Workfront will automatically mark your project as complete when the last task or issue of the project completes

Best Regards,

Rich.

    J
    JenniferMiklaszAuthor
    Level 4
    December 21, 2020

    Thank you Richard.

    I'm trying to find where exactly I go to change the setting. I'm in NWE.

    I went to Setup/Project Preferences then clicked on each of the tabs, but cannot find the option. Can you please guide me?

    thank you,

    Jennifer

    J
    JenniferMiklaszAuthor
    Level 4
    December 21, 2020

    Hi,

    Found it! thank you. Realize now it's in the overall project settings.

    thank you!

    Jennifer

    A
    AmberDa2Accepted solution
    Level 3
    December 21, 2020

    Hi Jennifer,

    I agree with Richard's answer on marking a project complete.

    As for your second question, the person who submits the request can edit their request at any time by clicking into their request (found on Requests I've Submitted) and clicking Edit Custom Form or by clicking the pencil icon (in the new experience) when viewing the Issue Details. If the request has been converted into a project and they want to edit the project version of the custom form, the project will need to be shared with them giving them Contribute access, making sure to check the box for Edit Custom Form in the advanced settings in sharing. Note - if they only have a reviewer or requestor license they will not be able to edit the project custom form. They need a Work or Plan license.

      J
      JenniferMiklaszAuthor
      Level 4
      December 24, 2020

      Thanks very much Amber!

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