Are you responsible for closing projects at the end of the project’s life? If so, you may want to try our new m-Fin Project Closeout Summary report, now available in CU-Data QA.

This report is designed to make the project closeout process easier by helping you:

• Quickly identify projects that are ready for closeout
• Group projects into closeout issue categories
• Easily identify why a project is not yet ready for closeout
• Provide insight into their overall project closeout health as projects approach their end dates

The report will highlight the following columns in red to flag potential closeout issues:

• Revenue vs. Actuals
• Assets 
• Outstanding Encumbrances
• Outstanding ePERS
• Open AR
• Unbilled Transactions (BIL) Exists
• Over the Limit Transactions (OLT/ROL) Exists
• Deferred Billing Transactions (DEF) Exists

Please take some time to test the new report in CU-Data QA and let us know what you think. Your feedback will help us improve the report and ensure it provides the information needed to support an efficient project close-out process.