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✅ Completing a Project

✅ Completing a Project

To complete a project in e-manage|ONE, open the project and select “Complete This Project” from the upper Actions toolbar.

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📌 When Should a Project Be Completed?

A project should typically be marked as complete once it has reached 100% completion. This often aligns with the time commissions are scheduled and occurs after:

  • All punch list items have been addressed

  • All vendor bills have been entered and settled

  • All receivables have been collected

While workflows may vary slightly by dealer, this is the recommended best practice.

⚠️ Incomplete Orders Message

If you receive a pop-up indicating incomplete orders, it means there are still orders within the project that have not been fully processed.

👉 Please refer to the Help Guide on Completing Orders to ensure all required steps are finished before completing the project.

Completing all orders is a critical step, as project completion is the final stage in the project lifecycle.

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🔒 Access & Permissions

If the “Complete This Project” option appears grayed out, it indicates that you do not have the necessary permissions.

To resolve this:

  • Contact your Administrator

  • Request access to the “Can Complete Projects” user right

💡 Best Practice Reminder

Ensuring all steps are fully completed before marking a project as complete is essential for maintaining accurate reporting, financials, and overall project integrity.