---
title: "Project completion"
slug: "bc-project-completion"
description: "Learn how to complete projects and tasks in Industrial Equipment Manufacturing, ensuring all statuses are updated correctly for efficient project management."
updated: 2026-06-25T09:59:10Z
published: 2026-06-25T09:59:10Z
canonical: "docs.staedean.com/bc-project-completion"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Project completion

## Completed projects

Completed projects appear under **History** in the Industrial Equipment Manufacturing Project Manager role center. The list shows all projects with the status Completed.

## Complete a project

To complete a project, all project tasks should first reach the line status **Completed**.

When the project status is changed to **Completed** during the project completion activity, a check is made whether this status can be set based on the following checks:

| Table | Explanation |
| --- | --- |
| Project Tasks (T1001) | Check if all project tasks have status **Completed**. |
| Project Billable Line (T1003) | Check the project planning line for uninvoiced lines. |
| Project Planning Line (T1003) | Check the project planning line for lines without status **Completed**. |
| Purchase Line (T39) | Purchase lines with Outstanding Qty or Qty Rcd. Not Invoiced <> 0. |
| Purchase Line (T39) | Purchase quote lines for the project. |
| Transfer lines (T5741) | Transfer order lines exist. |
| Production Order Line (T5406) | Production order lines exist with status <> Finished. |
| Item Journal Line (T83) | Item journal lines exist. |
| Project Journal Line (T210) | Project journal lines exist. |
| General Journal Line (T81) | General journal lines exist. |
| Requisition Line (T246) | Requisition line exists. |

The user is notified through a warning or an error based on the **Action if error during Project Completion** setting in Projects Setup. You can set this to:

- **Blank**: do nothing.
- **Warning**: a warning is shown but the activity continues.
- **Error**: an error message is shown and the activity stops.

When all checks pass, the **Complete** field on the project header is set to True and all project planning lines are updated to Completed.

## Complete a project task

The project task also has a status code:

- **Open**
- **Released**
- **Completed**
- **Blocked**

A processing report cycles through all project tasks to determine if all planning lines for a project task have the status **Completed** and all billable lines have been transferred to a sales invoice. When true, the project status is set to **Completed**.

## Complete a project planning line

In this activity, it is important to distinguish between the Line Status and the Status of the project planning line. The Line Status is an Industrial Equipment Manufacturing-specific field that lets the planner manage the workload:

- **Open**: the line needs to be reviewed or is not due yet. Open planning lines are not visible to the planning system.
- **Released**: the line has been reviewed and can be replenished. Released planning lines are picked up by the planning system.
- **Completed**: the line is completed even when remaining quantities still exist. The quantity is updated to the quantity posted.
  - The status **Completed** is set automatically when the Qty. Remaining on the planning is 0, based on the "Planning Line Completed when Remaining Quantity = 0" setting in Projects Setup.
  - When the **Completed** field on the resource task assignment is selected and the assignment is posted, the planning line status is also set to Completed.
- **Blocked**: the line has been reviewed but is temporarily on hold.

The **Status** field is a standard Dynamics D365 BC field that follows the project status: Planning, Quote, Order, Completed, and is updated automatically.