Prerequisites

• Access to the My tasks > Project > Program closure menu.
• Program under execution and with all projects and subprograms linked to its structure already closed.

Introduction

The closure of a program represents the formal completion of all linked initiatives, consolidating the achieved results and officially closing its management in the system.

This article will demonstrate how to carry out the process of closing a program, which ensures that all criteria are met and that the record is properly finished.

Closing a program

1. Access the My tasks > Project > Program closure menu.

2. Locate and select the desired program.

3. Click on the toolbar button.

4. If there are any hindrances to the closure, the system will communicate the necessary adjustments. To correct the program data, click on the toolbar button and make the necessary changes. If the issue is in the program structure, click on the button to access the program schedule and make the necessary adjustments.

5. If there are no hindrances, the system will ask if you wish to move the program on to the next step. Click on OK for the project to go to one of the following steps:

• Approval: if the "Closure step?" option has been checked in the program type, the system will generate the approval task for the responsible parties.
• Closure: if the program does not have approval configured in its type, it will be closed.

Conclusion

Once the described steps are followed, the program will be duly closed or sent to the approval step, depending on the defined configuration.

Thus, the program planning flow has come to its end! Access other SoftExpert Project resources in the introduction article.