Follow
What Does 'Active' Mean?

As a system administrator, you can activate or deactivate objects within the system. We recommend that administrators never delete the objects with an Active/Inactive field. Instead, the administrator should simply deactivate the option to prevent future use.

For example, in order to see a certain Hour Type, the Hour Type must be active. Conversely, an inactive or disabled Hour Type does not appear in the Hour Type drop-down menu, but remains in the system to keep the historical record intact.

The term 'Active' is used to identify whether certain objects are enabled in the system. In this context, 'Active' is used for the following objects:

Email Notifications

To activate or deactivate email notifications, follow these steps:

  1. Go to Setup in the Global Navigation Bar.
  2. In the left pane, click Email > Notifications.
  3. Select one or more email notifications.
  4. Click Activate or Deactivate.
    Screen_Shot_2018-04-30_at_12.17.05_PM.png

Hour Types

To activate or deactivate hour types, follow these steps:

  1. Go to Setup in the Global Navigation Bar.
  2. In the left pane, click Timesheets & Hours > Hour Types.
  3. Select an hour type.
    NOTE You cannot deactivate default Hour Types.
  4. Click Activate or Deactivate.
    Screen_Shot_2018-04-30_at_12.51.40_PM.png

Portfolios

A portfolio must be active in order to appear on the New Project (Business Case) form.

To make a portfolio active or inactive, follow these steps:

  1. Go to Projects in the Global Navigation Bar.
  2. Click the Portfolio subtab and select a portfolio.
  3. Click Portfolio Details > Overview.
  4. Click Edit Overview and select Active or Inactive from the Status drop-down menu.
    Screen_Shot_2018-04-30_at_1.16.18_PM.png
  5. Click Save.

 

This article last updated on 2018-04-30 19:26:15 UTC