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Activate or Deactivate a Project

Objective

To mark one of your company's projects as Active or Inactive using the project's Admin tool. 

Background

Procore provides its clients with the ability to 'deactivate' a project. When a project is inactive, the system removes it from the Portfolio tool's Active Portfolio List. It is also no longer visible as a selection in the 'Select a Project ' menu. However, the project data is preserved, should your company have a need to make the project active again (i.e., a project is put on hold, or a project is canceled and then revived, or a project is closed and you have the need to open it again to obtain historical information). This gives your company the ability to simply reactivate a project. It also saves project administrators from having to export a project's data, delete a project, create a new project, and then reimport project data in order to make a project active again. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the project's Admin tool.
  • Prerequisites:

Steps

Activate a Project

  1. Complete the steps in View Inactive Projects.
  2. Navigate to the project's Admin tool.
    The General Project Information page appears. 
  3. Mark the Active Project? checkbox. 


     
  4. Scroll to the bottom of the page.
  5. Click Update
    The 'Project Settings Changed' banner appears to confirm the action.

Deactivate a Project

  1. Navigate to the project's Admin tool.
    The General Project Information page appears. 
  2. Remove the mark from the Active Project checkbox.
    (Note: If you deactivate a project, you can view your company's inactive projects using the company's Portfolio tool. See View Inactive Projects.)
  3. Scroll to the bottom of the page.
  4. Click Update.
    The 'Project Settings Changed' banner appears to confirm the action.

See Also

 

 

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Last modified
09:51, 1 Mar 2017

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