Archive Programs,Portfolios, Etc.

Very much needed! I've been given the task of cleaning up WF and I feel like I'm in a mine field of what I can touch and clean up without affecting something in the past. I absolutely hate the messiness of it! I don't understand why there isn't a way to at least export this data.

We need to devise a process how the data is stored and archived in Workfront because of the GDPR requirements. I don't want to delete any data because you never know what you will need in 5 years but for the GDPR Officer you need to demonstrate how the data is managed, and when not in use how it is archived. Even though theGDPR legislation covers only users personal data, we would benefit from an archivining process for other objects in Workfront (Projects, custom forms, requests, portfolios, programmes etc)

Another consideration... We would love to be able to view programs in a calendar report so that we could look at a yearly overview. Without an end date, programs would persist on the calendar forever.

As long as you include the portfolio name (Retired... in our case) in your search. This was the primary reason we went this route. Moving the program allows historical data to be accessible and not lost.

Does it still show in search results though? We're currently struggling mostly with teams that can go away, but if I remove the team (therefore the assignment) there is no record of who worked on an item and I dont want to lose that.

We created a Retired portfolio to move inactive or programs no longer in use into. Create the portfolio, the add "existing" program for the program to move into the Retired portfolio. You can also move it back if needed, and you don't lose data. ;)

We would like to be able to close out a program the same way you can mark a Portfolio "Inactive" and it no longer appear in the dropdown list. We use portfolios for our different creative studios and the programs are campaigns but we have no way of hiding the campaigns once they are launched and our work completes or they are retired.

Managing the program list like the Portfolios to say it's no longer active seems the best way to remove it from the dropdown list when attaching projects.

Also, archiving teams. I dont want to lose an assignment, but our team list is getting long and hard to sift through.

Great idea! We have a similar situation as our programs reflect the business strategies or major initiatives for the year. As our strategies changes, yearly older programs causes confusion with naming conventions. We've tried placing year as the prefix in the name of the programs or using portfolios as containers to archive older programs. Yet we still need the ability to report out yearly trends and our environment is cluttered making it rather difficult to pull in the correct data needed.

It would be helpful to have a de-active or method. Currently, restrict view access for our users to only show current programs but this causes issues with our leadership team as they need to view multi-year initiatives.