2024-03

Archive a Project

When it is no longer necessary for a project to be in Active status, for example because it is deferred or closed, it can be archived and put into Read-only mode. Archiving is usually preferred over deletion of a project because deleted projects cannot be recovered. Only users with the BrightWork PMO Manager security role can delete projects.

1. While in a project record click Deactivate.
   
2. Click Deactivate to confirm the deactivation request.
   
3. You can re-activate a project by entering the project record and clicking Activate.
   

Delete a Project

To delete a project permanently:

1. First delete all work assignments from the project. This can be done individually, or with a bulk delete:

   Bulk Delete Work Assignments

   1. Click My Work in the main nav.
   2. Change the view to All Work.
   3. Filter the Project column to the relevant project.
   4. Select all the assignment rows and click Delete at the top of the screen.
      
2. Then delete all Project Team Members from the project. This can be done individually, or with a bulk delete:

   Bulk Delete Project Team Members

   1. Click the Team tab within a project.
   2. Click See all records to display the Project Team Members view.
      
   3. Add the Project column to the Project Team Members view.
   4. Filter the Project column to the relevant project.
   5. Select all Team Member rows and click Delete at the top of the screen.
3. Lastly, click into the project and click Delete at the top of the screen.
   

2023-09

Archive a Project

When it is no longer necessary for a project to be in Active status, for example because it is deferred or closed, it can be archived and put into Read-only mode. Archiving is usually preferred over deletion of a project because deleted projects cannot be recovered. Only users with the BrightWork PMO Manager security role can delete projects.

1. While in a project record click Deactivate.
   
2. Click Deactivate to confirm the deactivation request.
   
3. You can re-activate a project by entering the project record and clicking Activate.
   

Delete a Project

In order for a project to be deleted:

1. Delete all work assignments from the project.
2. Delete the project.

Bulk Delete Work Assignments

1. Click My Work in the main nav.
2. Change the view to All Work.
3. Filter the Project column to the relevant project.
4. Select all the assignment rows and click Delete at the top of the screen.
   

Delete a Project

To delete a project permanently after all associated work assignments and Team Members have been deleted from the project:

1. Click into the project and click Delete at the top of the screen.
   

2023-06

Archive a Project

When it is no longer necessary for a project to be in Active status, for example because it is deferred or closed, it can be archived and put into Read-only mode. Archiving is usually preferred over deletion of a project because deleted projects cannot be recovered. Only users with the BrightWork PMO Manager security role can delete projects.

1. While in a project record click Deactivate.
   
2. Click Deactivate to confirm the deactivation request.
   
3. You can re-activate a project by entering the project record and clicking Activate.
   

Delete a Project

In order for a project to be deleted:

1. Delete all work assignments from the project.
2. Delete the project.

Bulk Delete Work Assignments

1. Click My Work in the main nav.
2. Change the view to All Work.
3. Filter the Project column to the relevant project.
4. Select all the assignment rows and click Delete at the top of the screen.
   

Delete a Project

To delete a project permanently after all associated work assignments and Team Members have been deleted from the project:

1. Click into the project and click Delete at the top of the screen.