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identify outstanding items prior to closing an engagement |
This wizard is reached from the Project Browser. It assists in the process of ensuring that all associated projects under an engagement are closed, that all time and expenses are invoiced, and all the project accounting is correct. This form usually just points out loose ends that need to be tied up, but can also accomplish some tasks directly from inside the form (such as closing all projects or creating an invoice with just one click). It is important to note that while you may have permissions to open up the Engagement Closeout form, you may not have the permissions to accomplish each and every task.
The Engagement Closeout Form provides a guideline to make sure all the time cards, cost cards, and milestones have been billed to the client and revenue recognition has been completed. When the process begins, the first three things to check are:
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