Month end close

This widget shows the completion progress of tasks. The default view is the first period progress in the calendar field and you can select another period. The selected period task completion percentage is displayed. Expected close and scheduled due date is available. Messages are displayed if you are behind today’s target or if the expected close date is the same as the scheduled due date that you’re currently on tract of today’s target. A Close Manager can view the selected period task by clicking View my tasks.

  • When the Close Manager completes the all tasks, select the period from open periods and complete the task.
  • If a task is completed in the period, the period completion percentage is updated.