How to Close and Rate a Project

This article provides the Program Office and client users with the steps necessary to close and rate a project.  This guide was created using Beeline Classic, non-client-specific configuration. Your specific setup is based on your company's configuration/ visibility and may vary slightly from what is explained here.

To close and rate a project: 

1. Navigate to your Beeline Enterprise Home screen.
2. Click the Simple Search pull-down selection arrow and select Search Projects.
3. Enter all or part of the Project number, Project name, or vendor in the search box. If you do not know this information, click the advanced search icon to display a list of all projects you have access to view.
4. Click the Number of the project record you want to open. The Project Profile screen appears.
5. In the Launch Pad section, click the Manage Project drop-down arrow and select Close Project from the list. The Close Project dialog box opens.
6. Complete all of the required (*) fields.
7. Optional. Rate the project.
   • Click the Positive Feedback icon (thumbs up) to indicate a positive rating.
   • Click the Negative Feedback icon (thumbs down) to indicate a negative rating.
   • Optional. Enter rating details in Comments text box.
8. Notice the Warning Section regarding actions and scheduled payments.
9. Click OK if you still intend to close the Project.
10. Click Submit to complete the action. The Project Profile screen appears and displays, “Submission for Project Close complete.”
11. Click Return to exit the Project Profile and return to your Home screen.