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Project marked as complete\closes all milestones and tasks

Create rule that when the project state is complete then the project phase is marked as complete and all the milestones and tasks are marked as complete as well

Steven Loiacono Answered

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If you mark a project as complete, the milestones and tasks will also be marked as complete.  You would just need a workflow rule that would adjust the phase if state is Completed. 

Josh Santos 0 votes
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Thanks Josh.  I tried that and got the following error - Cannot perform operation 'Mark Complete' on Project '2019' while sub Project '2019.42.04' is not completed.  It seems the rule I wrote is not able to mark the milestones and tasks as complete so that I can close the entire project.  I created the Project Workflow rule - Set Evaluation Criteria - If True = $PercentCompleted = 100  Set Actions - $Phase = 'Completed'.  Any thoughts appreciated.  Thx

Steven Loiacono 0 votes