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Procore

Project Close-out

Objective

To close out a project once it has reached completion. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Admin tool.

Steps

If you are ready to closeout your Procore project, it is recommended that you:

  1. Change the project's status from Active to Inactive.
    See Change a Project's Status to Active or Inactive.
  2. Extract project information.
    See Extract Project Data Using Procore Extracts.

 

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