Searching and Accessing Inactive Projects

Once we close a project, we deactivate it to get it out of our way. However, once in a while we want to search for something within the project and then access it. E.g., to look at a charter in the briefcase or to look at the feed within a project task. Is there a way to do this? (The search function within the Projects tab is close. It looks only at active projects, though. It would be cool to be able to check a box that allowed me to search inactive projects.)

Tags projects reporting
Asked by Greg Van De Mark on Fri 4/3/15 5:23 PM
Sign In to leave feedback or contribute an answer

Answer (1)

Aaron Crane Fri 4/3/15 5:23 PM

Hi Greg,

There are a couple ways you could tackle this. First, in Analysis, you could use the Active Project Search and change the filter settings to Inactive (and maybe Closed) or Both Active/Inactive and Open/Closed. The results would return and you could click on any project name to see the details, including the Briefcase and Feed. 

Second, you could create a Project Report either in Analysis (+New > Report > Projects Report) or in the Projects Application (+New > Report > Projects Report). If you did not add any filters to the report, it would return all projects. You may consider limiting to just inactive or completed, however. Keep in mind, if you run this report within the Projects application it is limited to the project to which you have access (as a manager or resource).

Finally, if you go to the Projects application and click on Manage Projects, you could view the inactive projects that you managed.

There's more than one way to address this. I think the reporting options are the best approach. Let me know if you have further questions.

Best regards,

Aaron Crane
Director of Client Services

No feedback