Archive Programs,Portfolios, Etc. | Community
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BrookeVa
Level 4
Jun 21, 2017 9:01 PM UTC
Delivered

Archive Programs,Portfolios, Etc.

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

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    JoshuaGo1
    New Participant
    Mar 28, 2018 4:38 PM UTC

    Yeap! We need this

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    AndrewKo1
    Level 2
    Feb 15, 2018 7:52 PM UTC

    I hope this gets implemented. Our Power Group has asked for this feature, especially at the program level for over a year. Thank you for submitting this idea Brooke.

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    JohnDr1
    Level 2
    Jan 5, 2018 4:07 PM UTC

    Cleaning up the clutter at all levels would be great.

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    psky3
    Level 2
    Nov 13, 2017 3:49 PM UTC

    I'd like to make sure that while this idea is under consideration they also consider the mechanism for archiving a program to be a Completion date of some sort so that we can report programs on a calendar.

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    trasmussen27
    New Participant
    Nov 2, 2017 4:44 PM UTC

    We would like to change a program's portfolio after having created a project.
    We also want to retire old programs that we don't want to see in the dropdown and essentially put them in a "legacy" portfolio.

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    LisaSh
    Level 2
    Sep 29, 2017 3:01 PM UTC

    I agree!!

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    BrookeVaAuthor
    Level 4
    Jul 6, 2017 8:13 PM UTC

    I'm sure a lot more people would utilize programs if we were able to archive them! Thanks for the vote :).

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    MichelleMc1
    Level 3
    Jul 6, 2017 4:03 PM UTC

    Agreed. We don't currently use programs because you can't archive them.

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    BrookeVaAuthor
    Level 4
    Jul 5, 2017 2:02 PM UTC

    That's exactly what we want to be able to do as well!

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    CustomerSu
    Level 10
    Jun 29, 2017 6:59 PM UTC

    I agree with this! I am experiencing org changes and need to reshuffle programs and portfolios moving forward. But we want to keep a history so when we want to do reporting on previous years we can still have access to that data.

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