Project Completion

Project completion reports created in Word documents or spreadsheets give management and stakeholders an inconsistent view of how projects concluded. Deliverable completion, budget performance, quality outcomes, stakeholder satisfaction, and risk management are captured in different formats or addressed partially. Financial summaries — estimated budget, funding received, and actual spend — are not recorded alongside qualitative assessments in a single structured record. Without a centralized, structured completion report, building a reliable picture of project outcomes across the portfolio requires manual effort and produces results that are difficult to compare.

The Project Completion Report template for SharePoint, built with Infowise Ultimate Forms, provides a comprehensive completion report that captures the project title, company name, dates, report author, project description and objectives, deliverable assessment, financial summary, quality and performance evaluation, stakeholder satisfaction, risk and issue management, and a project head e-signature. Every report is stored as a complete, auditable record in SharePoint.

How it works

Project identification and context

The form captures the project title, company name, start and end dates, and the name of the person creating the report. A project description column and a project objectives column provide the contextual foundation for the completion assessment, ensuring that the report records not just what happened but what the project was designed to achieve — giving reviewers the basis for a meaningful outcome evaluation.

Deliverables and visual documentation

The form captures a list of all project deliverables alongside a column asking whether all deliverables were completed on time and to the satisfaction of stakeholders. A photo upload column allows the report author to attach visual documentation of the completed project directly to the record. Capturing deliverable completion status and visual evidence within the same report ensures a complete account of what was produced and how it compared to what was planned.

Financial summary

The form captures the estimated project budget, the total funding received, the total amount spent, and a column detailing where the spend was allocated. Capturing all four financial columns within the completion report creates a comprehensive financial close-out record that gives management the information needed to assess budget performance, reconcile funding against expenditure, and apply lessons to future project budgeting — all without consulting a separate financial document.

Quality and performance assessment

The form captures whether the quality of work met the project's standards and expectations, and whether any significant issues related to quality or performance arose during the project. Capturing quality assessment in a structured column at the closure stage ensures that performance outcomes are formally recorded and searchable across completed projects, supporting continuous improvement and informing decisions about future project approaches or contractors.

Stakeholder satisfaction and risk management

A stakeholder satisfaction column captures whether clients, team members, and other stakeholders were satisfied with the project outcome. Columns for significant risks or issues that arose during the project and how they were managed and resolved document the project's risk experience in a format that is available for future reference — supporting institutional learning and informing risk planning for similar projects in the future.

Project head sign-off

The report closes with the project head's name, e-signature, and date of signing. The signed record is stored as part of the completion report in SharePoint, creating a formally endorsed, auditable closure document without any paper-based process.

What you get

• A comprehensive project completion report capturing project title, company, dates, author, description, and objectives
• Deliverable completion assessment and photo upload for visual project documentation
• Financial summary capturing estimated budget, funding received, total spend, and spend allocation
• Quality and performance evaluation columns for structured outcome assessment
• Stakeholder satisfaction and risk and issue management documented within the same report record
• Project head e-signature and signing date creating a formally endorsed closure record
• Every report stored as a complete, auditable record in a standard SharePoint list
• Free for all Ultimate Forms customers, installed automatically with a single click

Built on standard SharePoint lists

The Project Completion Report system is built entirely on standard SharePoint lists. There is no external data storage and no custom interface. All completion report records stay inside your SharePoint environment, governed by your existing permissions and data policies. The system can be extended or adapted at any time in the browser by the administrator who manages the site.