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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Best practice for clos...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Best practice for closing project and associated contract

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Posted on by Ehab@gobiit 74

Hi everyone

We are using PSA and the list of projects and associated contracts that have been completed is growing.

What do you do to close them properly? 

Any help is appreciated. 

  • Suggested answer
    Matthew Lazowski Profile Picture
    Matthew Lazowski 3,163 on at

    If you want to make contracts non-editable, you can confirm them. But this process is not really designed by MS and you would need to decide what statuses you need and how they correspond to project statuses etc.

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