Ensure throughout the month that operational Projects procedures (where applicable for your business) are followed.
Of special note are these Projects checklist items:
- Complete Project Tasks – Ensure all tasks for in-progress projects are completed and recorded. This may include time entry, materials, or milestone updates.
- Check project closure readiness throughout the month and create Project closing entries – Review and formally close any completed Projects. Verify all related billing is finalized and costs are posted.