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Christina_Jarosz
Christina_Jarosz
Level 9
January 4, 2021
Question

Long Term Project Management - removing projects from search

  • January 4, 2021
  • 3 replies
  • 671 views

I'm looking to understand what your best practice is for removing projects from the search functionality that are dated/no longer valid? Do you move them to another portfolio? Do something different? How are you successfully doing this without it impacting your YOY reporting?

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    3 replies

    SamanthaIsin
    SamanthaIsin
    Level 7
    January 4, 2021

    Christina,

    We have a portfolio titled archives. At the beginning of each month we move all the projects marked complete in the previous month over to it at once using a simple projects report. Only sys admins have access to it so it doesn't appear in anyone else's search, but we can still pull data from the projects for YOY reporting.

    Kundanism
    Kundanism
    Level 10
    January 5, 2021

    Hi @Christina Jarosz‚

    May it could try with creating a custom status such as "Archive" for a certain Group, this could be also an approach to solve many because then we hold the the correct portfolio but different status. Also, easier to build report and control the access.

    Mvh

    Kundan.

    K
    KevinQu1
    Level 10
    January 5, 2021

    How does moving a project to a different portfolio affect Search?

    SamanthaIsin
    SamanthaIsin
    Level 7
    January 5, 2021

    The only people who have access to the portfolio are system admins, but also all the projects are moved to an administration group which only admins are in and the assignments are cleared. Then the project disappears from the search of everyone save a few selected people.

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