Update a Closed Project
Once a Project has been closed, it can still be reopened and updated at any time. You will need to access the Project Admin area to update the Project Status and Project Settings.
Project Status
Click "Projects" in the main menu.
You will be directed to the Projects page. Click on a Project.
A sub menu will open to the right of the main menu. Click "Admin."
Click the Project Status to open the Project Status selections.
You can update the Project Status, Closing Date and Closing Reason in the Project Status area.
The Gong Report Countdown provides a 2 minute timer to either send on its own, or click "Cancel" to pause the Gong Report sending to the team.
Once the Gong Report is cancelled, you will have to utilize the "Send Now" button to send the Gong Report.
Project Settings
Click the "Admin" icon in the sub menu and then click the on the section you would like to edit, to open the Project Settings area.
You can update the Project Title, Company, Type, External Reference and mark whether the Project should be Confidential and/or Internal.
Impact on Gong Reports after updating a closed project
Gong Reports are summary reports distributed to all firm users when projects are closed with a Placement closing reason.
1. If the Gong Report already went out and you are just updating some information but not changing the project from "terminated" to "placed", or not changing any status to "placement" for the first time, you will be given an option to send out the Gong Report to all users and can choose whether to send it or not.
2. All the analysis and summary reporting will be updated