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View Inactive Projects

Objective

To view inactive projects in your Company level Portfolio tool.

Background

An inactive project is one that is considered completed or obsolete. These projects are not selectable from the project drop-down menu and are only viewable by following the steps below. While these projects are marked as inactive, all items in the project are still viewable and interactive. You may wish to view an inactive project to extract information for records, or review past documentation.

Things to Consider

  • Required User Permissions: Users must satisfy one of the following permission requirements.

Steps

  1. Navigate to the company's Portfolio tool.
  2. Under the 'Filter Projects By' area in the right pane, select 'Inactive' from the Status drop-down list.
    If your user profile exists in the inactive project's Directory tool, the project displays in the Inactive project's list. See Add a Person to the Project Directory
    You can also add more filters and search for a keyword to help you narrow the projects in view.

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Last modified
09:27, 9 Feb 2017

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