The Project Closure Report tool can be used to document the closure of the project by getting formal approvals from the key stakeholders such as sponsors, process owners, etc. This would be one of the final steps on a project where we document the approval for closure of a project from key stakeholders.
This tool can be added to your active workbook by clicking on Project and then selecting Closure Form.
Click on Analysis Setup to open the menu options for this tool.
A sample screenshot of the checklist menu is shown below.
The input dialog box contains a checklist that you can use to ensure the proper application of the closure form. Click on the blue text to toggle the setting to respond to the question.
Click on this button to open the example file. You can view the example to get an idea of how to fill out this tool or you can use the example as a starting point and modify it to meet your project needs.
Help Button: Click on this button to open the help file for this topic.
Cancel Button: Click on this button to cancel all changes and exit this dialog box.
OK Button: Click on this button to save all changes and compute analysis results.
Enter the following data on the worksheet:
Delete the sections that do not apply to your company. For example, some companies do not require approval by the controller to close the project, then you can delete the rows that relate to the Financial Controller.
Enter the input data in the input worksheet and forward the form to the appropriate stakeholders.
Get the digital signatures of the key stakeholders or print out a copy of the form and get physical signatures on the form.
Once the form has been signed upload a scanned copy of the form to the project final report.
Click on Compute Outputs to update the date/time stamp on the worksheet. A sample screenshot of the worksheet is shown below.
There is no specific output from this analysis. The conclusion box lists the date the project was closed - there are no additional checks performed on this form.
Here are a few pointers regarding this analysis:
The current version of the form does not allow the form to be digitally signed. You will need to fill out the details, print it out and then get it signed and then attach a scanned copy of the signed form to your presentation.