Project Completion Guide

Once we have completed a project, we retire it in our 🧰Software to prevent confusion. Here are the typical steps:

  • Go to the AsanaAsana project and add a final project update with the “Complete” status:
  • Archive the project in Asana and remove it from any portfolios it is in
  • Go to the 🗺️Project Plan, change the status to “Project Complete”, and update the timeline to match the final deploy date.
  • Check if there is an 💌Invoice due upon completion of the project. If so, issue it.
  • Double-check that all the hours in HarvestHarvest are accurate and in the right locations. Then, archive the Harvest project.