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.
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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
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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 - $Phase = 'Completed'. Any thoughts appreciated. Thx
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I have a workflow that sets the actual end date on the project triggered by the change of status to complete
Evaluation Criteria:
IsChanged($State) && ($State = 'Completed')
Set Actions:
Change... $actualEndDate =
today ()
This works for us. All the tasks and milestones are also marked as complete as per Josh's response
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