Managing Projects › How to Close, Deactivate, or Delete Projects

How to Close, Deactivate, or Delete Projects

This section describes how to close, deactivate, or delete projects.

How to Close Projects

The following process outlines how to close a project:

• Financially close the project.
• Verify that the project has no ETC.
• Close the project for time tracking.
• Deactivate the project.

How to Delete Projects

The following process outlines how to delete a project:

1. Verify that the project contains no posted transactions.
2. Verify that the project contains no time entries with a value greater than zero.
3. Financially close the project.
4. Deactivate the project.
5. Mark the project for deletion.
6. If necessary, cancel the deletion process before running the job.
7. Schedule the Delete Projects job to run.

   Note: Your CA Clarity PPM administrator schedules and runs the job on a regular basis.

Deactivate Projects

Active projects display by default on the projects list page. Deactivate a project before removing it from the list of active projects. A deactivated project can be reactivated again.

Follow these steps:

1. Open the project.
2. Complete the following field in the general properties:

   Active

   Specifies if the investment is active. Clear the check box to deactivate the investment.

   Default: Selected

3. Save the changes.

Mark Projects for Deletion

You can mark a project for deletion only when the project is inactive. Projects so marked remain listed on the projects list page until the Delete Investments job runs.

Follow these steps:

1. Open Home, and from Portfolio Management, click Projects.
2. Expand the filter and filter the list for inactive projects.

   The inactive projects display in the list.

3. Select the check box next to the project, and click Mark for Deletion.
4. Click Yes to confirm.