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Project Closure Process w/the Process Engine

Question asked by Robert Ensinger on Jul 12, 2012
Latest reply on Jul 17, 2012 by RafaLarios
Hi all.
I know there have already been a couple threads around this here in the forums already. Pardon me while I start another one fresh - if I can't find a good solution I plan to convert this to an Idea.

Our project closure process is executed manually by our PMs today. For ease of use and quality reasons we'd like to provide them a 'one click' experience to accomplish their project closures tasks. We think this is a good business problem for an on-demand process to solve.

PMs need to:
Zero out remaining ETCs & Allocations.
Release resources (where applicable/capable).
Ensure all tasks and milestones are marked complete.
Close the project for time entry.
Change the Progress to 'Completed'.

...these are just some of our closure activities, I'm sure there are others.

Q1: Does anyone have an automated project closure process today that they find successful & valuable? If so, how is this architected? Willing to share?

Ideally, I'd like to stay away from stored procedures, direct database updates and big honkin' gels, xogs and xml transforms. I'd like to be able to achieve this with the process engine using GUI tools such as System Actions.

Please let me know if you have anything to share on this. If you have other closure activities you'd like to get on the bus as new System Actions, please reply and enumerate them as well.

Thanks!
-R

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