Workflow Library  ›  Company / Admin

Active, substantially complete, retainage collected

Move finished projects off the dashboard without losing them.

WhereProject header → Mark Substantially Complete

Steps

  1. Mark a project substantially complete when the work is done; it moves to its own group on the dashboard.
  2. Mark retainage collected when the last check clears. The dashboard filter shows each stage, and All shows everything by year.
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