De-activating Project/Request sections

Hi,

I am hoping to de-activate some project/request sections (e.g. Milestones, Time Types, etc.) that we are not using in the near future in order to simplify the UI/UX. I can see the sections in Admin>Portfolio Planning/Project Request Sections, but I don't see the ability to edit any of the sections to be inactive. Is there are way to do this?

Thanks,

Alyx

Asked by Alyx Lyons on Mon 11/14/22 2:02 PM
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Answers (2)

This answer has been marked as the accepted answer
Mark Sayers Mon 11/14/22 3:43 PM

Hello Alyx,

You will need to go to TDAdmin > Portfolio Planning > Types, access a type, then go to it's Project Sections tab and deactivate any sections for that Type as needed. Repeat for all project Types you have in your system.

Sincerely,
Mark Sayers

No feedback
Thanks, this was helpful. How about sections like Calendar, Announcements, Calendar Feeds, etc.? I don't see those in the Project Sections list. - Alyx Lyons Tue 11/15/22 9:53 AM
Unfortunately those are not "sections" of a project. They are baked in to every project and are not removable. - Mark Sayers Tue 11/15/22 9:55 AM
Alyx Lyons Thu 10/19/23 10:49 AM

Hi again,

Revisiting this. I have gone to the project type and unselected to hide project sections from the left nav, but they still show up. Am I missing something?

Thanks,

Alyx

No feedback
I know I can unselect in each project in TDAdmin, but that would be way too cumbersome. - Alyx Lyons Thu 10/19/23 10:50 AM
Are the projects where those sections are still showing ones that existed before you made those project type adjustments?

If yes, existing projects would *not* adhere to changes in the section availability settings on the project type. You'd have to modify existing projects after having made the Type configuration settings. - Mark Sayers Thu 10/19/23 10:58 AM