Close and Archive projects

  • Thread starter Alexander Barvinsky
  • Start date
A

Alexander Barvinsky

Greetings,
May be somebody can help me. What to do with closed projects? How to
archive them and restore from Archive db if necessary?
TIA
Best regards,
Alexander Barvinsky
 
J

Jesse Schuchart

The Microsoft training answer is to goto Server Settings, Delete Enterprise
Objects, and delete the project from Delete projects from Draft and Published
databases .

Then, if you want to review the project, you have to restore the project
using Administrative Restore.

I personally recommend to my clients that they use the State field. Add to
the look-up values such as In-Progress, Closed, Cancelled. They I use custom
views to filter by the State field.
 
M

Marc Soester [MVP]

Hi Alex,

Jesse described correctly the way how you archive your Project. This would
only apply to projects that you do not want to use anymore ( even for
reference). Either way, you should always have a Project Custom field (
Project Status, or State) which gives you where you are within your project.
One of the elements should be closed or completed. this will allow you to
create views like "Completed Projects" and as Jesse suggests gives you the
abillity to filter completed projects out of active views.

Both completed projects and archive projects are 2 seperate functions.
Hope this helps
 
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