Marking a capital project as complete

The Project Completion Status report allows you to mark a capital project as complete or incomplete. The projects remain available in all reports, but users cannot create purchase requests for them.

NOTE: By default, all projects display as incomplete (Complete column = No). You only need to use this utility to make a project complete or to change it from complete to incomplete.

NOTE: To remove capital projects from all report, process management, and so on, see Archiving capital projects.

From this utility, you can also view plan files by double-clicking the folder icon in the column on the left side of the CAPREQ/POTRANS column.

To mark a capital project as complete:

  1. In the Cap Track Admin task pane, in the Capital Tracking Reports section, click Approval > Project Completion and Archive, and double-click Project Completion Status.

  2. Refresh data by doing one of the following:

    • On the Main ribbon tab, in the Workbook Options group, click Refresh Data.

    • Press F9.

  3. Do one of the following:

    Option Description
    Filter the report by specific project variables
    1. In the Refresh Variables dialog, for each option to filter by, click Choose Value.
    2. In the Choose Value dialog, select the values to include, and click OK.
    3. In the Refresh Dialog, click OK.
    Include all projects in the report In the Refresh Variables dialog, leave the field blank, and click OK.
  4. In the Complete column, do one of the following:
    • To mark a capital project as complete, select Yes.

    • To mark a capital project as incomplete, select No.

  5. After you finish making changes, in the Main ribbon tab, click Save.

  6. At the confirmation prompt, click OK.