Closing an SOW

Objective

After completing this lesson, you will be able to Close an SOW..

Closing an SOW

When a Statement of Work is no longer active, it can also be closed by users with appropriate permissions. This can occur when an SOW is completed, rejected, or declined.

A Statement of Work will be closed with a warning message if either all schedules (past or future) have not been invoiced, and/or any events have not been completed or rejected.

A Statement of Work can be immediately closed if all of the following conditions are met:

  • all schedules are Invoiced/Paid status,
  • all events are Invoiced/Paid status,
  • all fees are in Invoiced/Paid status, or
  • there are no active SOW workers.
Screenshot of an SOW highlighting the Close Statement of Work option in the Actions dropdown menu.

Close an SOW

WorkingNet’s data center project has been completed to everyone’s satisfaction. All milestones have been met, all services completed, and all invoices from reCrewIT have been submitted and paid.

Patricia is now ready to close the SOW.

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