Archiving Projects

[Jeff Hansen]

Is there a way to archive projects in Project Server, so that closed
projects do not appear in the projects list?

Jeff

 

[Gary Chefetz [MVP]]

Jeff:

You accomplish this by manipulating categories. To be more specific, I'd
need to spend some time studying your current setup and requirements.

--
Gary Chefetz [MVP]
http://www.msprojectexperts.com

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[Jeff Hansen]

Gary,

Thanks for the reply.

Yes I thought I should have given more information after I posted the
question. I have EPOC code that contains the status of the project (i.e.
Active, Closed, On Hold, Cancelled). I have that Outline code in our
"Active Projects" view in Project Center. I can filter on it, but when I
save a link to that view with the filter applied, the filter is not saved.
Not to mention that having to apply filter everytime would not be that
user-friendly.

Do you know of any easy way to do this? Or would I have to hard-code this
filter?

Jeff

 

[Jim Snider]

Jeff,

I have encountered the same situation with the Project
Center. For some reason you can not add filters to the
design of the view from Admin / Views the way you can for
resources. And you are correct that filters in the view
itself are not saved.

We have used 2 different approaches to work around the
situation: one by using Groupings in the view and the
other by changing the owner of completed projects.

Groupings - although filters are not saved in the Project
Center, groupings are saved. If you group on your code
field, then all of your Active projects are already
grouped together and you would just close the other groups.

Change Owner - for all of our completed projects, we
change the owner to a fictitious project manager
named "Archive". Then in the Project Center we group on
Owner.

In either case, I have not been able to prefilter the
projects out of the view, just find ways to better manage
them being included.

Hope this gives you some ideas, Jim

 

[Gary Chefetz [MVP]]

Jeff:

I'm not sure you'll consider this easy, but you can manipulate views
directly in the database. See MSP_WEB_VIEW_REPORTS table.

--
Gary Chefetz [MVP]
http://www.msprojectexperts.com

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