How do I close a project that has been finished

[Ris]

I also followed advice from Dale in a previous post and did exactly what was
recommended, however when I view Resource Assignments in the Resource Centre
I'm still getting the list of projects which have been closed even after I
change the booking type to proposed.

How can I get a view here with only the current projects displayed?


____________________________________________________________

Chriss --

If you want to leave the project in the Project Server database, you can do
the following:

1. Open the project
2. Click Tools - Build Team from Enterprise
3. Set the Booking value for all of the team members to Proposed and click
OK
4. Click Collaborate - Publish - New and Changed Assignments

The above set of steps will remove the tasks for this project from each team
member's timssheet in PWA. To distinguish closed projects from production
projects in the Project Center views and Portfolio Analyzer views, you might
also ask your Project Server administrator to create a custom enterprise
Project outline code called something like "Project Status" that would
include values like: Planning, Production, Cancelled, On Hold, Closed. To
specify the status of each project, you would then need to complete the
following steps:

1. Open a project
2. Click Project - Project Information
3. Set the Project Status value for that project and click OK
4. Click Collaborate - Publish - Project Plan and click OK

Kind regards
Ris

 

[Vadim Bogdanov]

Hi Ris,

1) you may open View Options in Resource Center report and uncheck "show
proposed booking"

2) you may create a version Archieved and save project as Archieved, later
deleting assignments in closed project.
This needs examination but I think this may help, since Archieved version
will contain all assignments historical data, so actual version may be
deleted.


--
Regards,
Vadim Bogdanov
OLAP Extender - add any custom data to the OLAP cube
http://www.bogdanov-associates.com/eng.asp?rubr_id=484

 

[Ris]

Hi Vadim Bogdanov,

I'm not exactly sure where to uncheck the "show proposed booking" in
Resource Center, there is no check box in the view options. I feel really
silly, but I have had a look and can't find it.

Thanks again