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.