Create completed project record and remove from active list
Create completed project record and remove from active list
Your project records flagged Completed or Cancelled pile up in the active table and clutter dashboards and reports. This creates archival records and clears your active list within an hour.
Overview
Stale Completed and Cancelled rows clog active dashboards and force manual reconciliation; this flow moves finished projects into an archival dataset and clears them from active views. That lets project managers and program coordinators run accurate status reports and eliminates cleanup work within an hour.