Archive Programs,Portfolios, Etc. | Community
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New Participant
June 21, 2017
Delivered

Archive Programs,Portfolios, Etc.

  • June 21, 2017
  • 46 replies
  • 6512 views

It would be great if there was a way to archive old programs and portfolios that we are not currently using/doing business with. It would really help keep our system clean and accurate. We have so many old programs that it becomes messy. For example, we have "2015 incremental", "2015 retainer", "2015 investments", etc under one single portfolio. We no longer use the 2015 programs since we are in 2017 now. We still want to be able to see the history of these programs and clients and projects, just want a way to archive them or deactivate them. Would also be nice to have the ability to reactivate them if we need to use them again. Similar to how you can deactivate and reactivate an employee. Would be nice for Admin users to have the ability to "clean up" and audit our information in Workfront.

46 replies

Kundanism
New Participant
November 11, 2019
New Participant
November 6, 2019

The article linked above is inactive but I found some info about deactivating objects here:

https://experience.workfront.com/s/article/2019-2-Features-Released-Directly-to-Production-2083262508#Deactiva


Is Deactivating them the same as archiving the full contents of a portfolio for example?


New Participant
September 11, 2019

Tried using the link above and I get:

URL No Longer Exists


Has this moved someplace else?

New Participant
July 17, 2019

How was this delivered if you still can only delete a program/campaign?

New Participant
June 13, 2019

The link above doesn't work,can you resend?

Kundanism
New Participant
May 21, 2019

Above mentioned link does not work; : https://support.workfront.com/hc/en-us/articles/360018813534

Please update the correct one.


New Participant
March 8, 2019
joshh79242137
New Participant
February 25, 2019

Good news! We have been looking into this and are starting to work on it. We are still putting together full documentation for the changes, but you will have the ability to mark most things referenced in this post and comments here as "Inactive". This will cause that those items no longer show up in your drop down and certain type ahead fields for use. This will create a cleaner interface for your users.

We will be adding this feature to the system with a patch release that happens on the night of Wednesday, March 6th, (mountain time).

Documentation for this new feature can be found here: https://support.workfront.com/hc/en-us/articles/360018813534

Thanks!

New Participant
December 6, 2018

I've been looking through this thread since we are just now wrapping up our first year with Workfront. I can't believe this isn't a standard feature yet. We use portfolios to correspond with SOWs so moving projects into an "Archive Portfolio" would totally mess up the way we currently categorize our projects. With the new year about to start, it would be really nice to have a way to declutter without 1) losing all of the project/portfolio/client data or 2) having to come up with some convoluted work around that still has the potential to disorganize all of our 2018 work. I've worked in multiple other project management systems over the years and this is the first system to not have archiving as a standard option. Ideally, this archive feature could work on all levels since there are also going to be clients we are not longer working with in 2019.

New Participant
November 26, 2018

Nicole - I totally agree with your comments - it is like a mine field. I have concluded that I really cannot clean up most things in Workfront because it will impact all open & closed projects. My preference would be to archive & not delete.

The best I can do is to take away sharing & possibly rename with a code, like starting the name/title with 'zz' moves it to the bottom of my list. (ex: programs, custom forms, custom fields, milestone paths, job roles, etc.)