What if I archive...? What are the side effects?

Discipline

• Archive: No archive option.

• Delete:

  • Member will be removed from this Discipline.

  • Discipline will be deleted.

Department

• Archive: No archive option.

• Delete:

  • Department will be deleted.

  • Member added to this Department in Org settings > Members > Departments will be removed.

  • Department will no longer show on the Org chart.

Holiday

• Archive: No archive option.

• Delete:

  • Holiday will be removed from the heatmap and calendar.

Member

• Archive:

  • Group Member will be archived.

  • Archive the Member from all Portfolios, Projects, Phases, and Work Categories.

  • Member's Work Plan will be archived.

  • Department Member will be archived.

  • Member Phase Budget will be deleted.

  • Project Tasks Member Assignment will be deleted.

• Delete:

  • Role will be removed from the Member.

  • Member will be removed from Time Off Policy group, Capacity group, Office.

  • Member will be deleted from all Portfolios, Projects, Phases, and Work Categories.

  • Department Member will be deleted.

  • Member will be excluded from team utilization and team capacity count.

  • Member will be removed from Workload and Planner Timeline.

Office

• Archive: No archive option.

• Delete:

  • Member will be removed from this Office.

  • Office will be deleted.

Phase

• Archive:

  • Members in this Phase will be archived.

  • Members in the Work Category under this Phase will be archived.

  • Work Plans in this Phase will be archived.

  • Invoice in this Phase will be archived.

  • Subphases under this Phase will be deleted including billing category Phases.

  • The Budget of Work Categories under this Phase will be deleted.

• Delete

  • Scope in this Phase will be deleted.

  • Tasks in this Phase will be deleted.

  • Description will be deleted.

  • Work Category Members in this Phase will be deleted.

  • Work Category Budget and Work Category Member Budget will be deleted.

  • Work Plans will be deleted.

  • Invoice in this Phase will be deleted.

  • Subphases under this Phase will be deleted including billing category Phases.

Portfolio

• Archive:

  • Projects will be archived.

  • Tasks will be archived.

• Delete:

  • Projects will be deleted.

  • Permission will be deleted.

  • Group will be deleted.

  • In addition, all the statuses, stages, and relationships between Projects and the Portfolio will be destroyed.

Project

• Archive:

  • Work Plans will be archived.

  • Tasks will be archived.

  • The relationships between the Project and the Portfolio will be deleted.

• Delete:

  • Project Membership will be deleted.

  • Phases and Work Categories will be deleted.

  • Task Lists will be deleted.

  • Group will be deleted.

  • Notes and Note Tags will be deleted.

  • Description will be deleted.

  • Permission will be deleted.

  • Timer will be deleted.

  • Phase Members and Member Rates will be deleted.

  • Work Category Member Budget will be deleted.

  • Work Plans will be deleted.

  • Skills and Disciplines associated with the Project will be deleted.

  • In addition, all the Task statuses, Project statuses, and Client-Project relationships will be deleted.

TO Policy

• Archive:

  • Cannot select this TO Policy on Members. No side effects on Members currently using this TO Policy.

• Delete: No delete option.

Rate Group

• Archive:

  • Cannot select this Rate Group in the Projects. No side effects on Projects currently using this Rate Group

• Delete:

  • Rate Group is deleted.

Region

• Archive: No archive option.

• Delete:

  • Member will be removed from this Region.

  • Region will be deleted.

Role

• Archive: No archive option.

• Delete:

  • Member will be removed from this Role.

  • Role will be deleted.

Skill

• Archive:

  • Skill members will be archived.

• Delete:

  • Member will be removed from this skill.

  • Skill will be deleted.

Standard Capacity Policy

• Archive:

  • Cannot select this Capacity Policy on Members. No side effects on Members currently using this Capacity Policy.

• Delete: No delete option.

Standard Milestone

• Archive: No archive option.

• Delete:

  • Milstone cannot be selected in the Projects.

  • Milstone will be deleted.

Standard Phase

• Archive: No archive option.

• Delete:

  • Phase cannot be selected in the Projects.

  • Phase will be deleted.

Standard Rate

• Archive:

  • Cannot select the Rate on the Member.

• Delete: No delete option.

Standard Role

• Archive:

  • Role will be deleted and Not available to select this Role when setting Member Standard Role or Project Member Roles and when creating Unassigned Roles.

  • Members added to this Role in Org settings > Members > Roles will be removed. However, existing Member Default Roles, existing Project Member Roles, and existing Unassigned Roles will remain unchanged.

• Delete: No delete option.

Standard Work Category

• Archive: No archive option.

• Delete:

  • Work Category associated with a project will be archived and deleted.

  • Work Category in the rate group will be deleted.

Work Category

• Archive:

  • Members in the Work Category will be archived.

  • Work Plans in the Work Category will be archived.

• Delete

  • Work Category Budget will be deleted.

  • Members in the Work Category will be deleted.