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Planview Customer Success Center

Can requests automatically be closed when the engagement is closed?

There is no such functionality in Changepoint. When you close an engagement, the related projects are set to completed, but the requests are not affected.

Requests in closed engagements are processed through the normal workflow and must be closed manually.

Also, in order to prevent new requests from being created for closed engagements, you must edit the engagement request processing rules and disable or remove the active configuration.