Archive Programs,Portfolios, Etc. | Community
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Level 4
June 21, 2017
Delivered

Archive Programs,Portfolios, Etc.

  • June 21, 2017
  • 46 replies
  • 6550 views

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

Kundanism
Level 10
May 21, 2019

Above mentioned link does not work; : https://support.workfront.com/hc/en-us/articles/360018813534

Please update the correct one.


Level 2
June 13, 2019

The link above doesn't work,can you resend?

Level 2
July 17, 2019

How was this delivered if you still can only delete a program/campaign?

Level 2
September 11, 2019

Tried using the link above and I get:

URL No Longer Exists


Has this moved someplace else?

Level 2
November 6, 2019

The article linked above is inactive but I found some info about deactivating objects here:

https://experience.workfront.com/s/article/2019-2-Features-Released-Directly-to-Production-2083262508#Deactiva


Is Deactivating them the same as archiving the full contents of a portfolio for example?


Kundanism
Level 10
November 11, 2019
Level 2
November 21, 2019

Same, tried to access the link today and it doesn't work.

Kundanism
Level 10
December 13, 2019

The added link does not work.

Regards

Level 2
September 16, 2021

Hi Jeremy: The last link provided is not bringing anything up. We are working on archiving programs but would like to read the information first before doing so. Thanks!!