Reconciling projects

After you complete or cancel a project, you can edit certain portions of the project by placing it into a temporary state, In Reconciliation.

About this task


  1. Go to the Summary tab of the project to want to place In Reconciliation.
    For example, select Operations > Projects. Click Actions(Folder image) and select a view (such as Completed Projects) that includes projects in the status of Gray circle Completed or Gray circle Canceled.
  2. Click Change Status and select Reconcile Project or Reconcile Project with comments from the list.
  3. Optional: If you chose Reconcile Project with comments, add comments and click Continue.


The project status changes to Gray circle In Reconciliation. You can edit the project information.