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Archive Programs,Portfolios, Etc.

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BrookeVa
Level 8

6/21/17

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.

44 Comments

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TerryHy
Level 7

6/21/17

This is a much needed feature. As it stands now, we have quite a number of Programs that a manager needs to scroll through in order to find the right one to tag a Project to. The old Programs are cluttering up the drop-down list, making it very cumbersome. Having an easy way to hide or deactivate the ‚Äòno longer in use’ Programs would be ideal.

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BrookeVa
Level 8

6/21/17

Completely agree, Terry! Hopefully we can get a lot of votes on this one! I think 45 votes is what turns the idea into a planned idea. Thanks for voting!

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MarieKe1
Level 10

6/28/17

Totally agree! We have the same issue & to keep our system clean I have had to delete programs, which I really wish I didn't have to do.

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BrookeVa
Level 8

6/28/17

I HATE having to delete things in Reef. We love being able to audit and keep that information.. such a bummer! Hoping they will really consider this one!

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CustomerSu
Level 10

6/29/17

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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