For BrightWork 365 versions older than v1.7 see Prior Release Articles.
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.
- While in a project record click Deactivate.
- Click Deactivate to confirm the deactivation request.
- You can re-activate a project by entering the project record and clicking Activate.
Delete a Project
Deleted projects are permanently removed and cannot be recovered.
Remove Work Assignments
In order for a project to be deleted, there cannot be any work assignments present in the project. A relatively quick way to achieve this is via the My Work link in the Main Nav (the assignments will be permanently deleted):
- Click on My Work on the main nav.
- Change the view to All Work.
- Filter the Project column to the relevant project.
- Select all the assignment rows and click Delete at the top of the screen.
Delete a Project
To delete a project permanently:
- Click into the project and click Delete at the top of the screen.
After the project is deleted, you may see "Record not found" messages displayed on the screen; these messages can be safely ignored.