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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 which they can deactivate. The administrator should simply deactivate the object to prevent future use and to remove it from the drop-down menus of other objects.

For example, in order to see a certain Hour Type, the Hour Type must be active. 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 of where this Hour Type might have been used in the past.

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.

You can make a portfolio active while editing the portfolio.

For information about editing portfolios, see "Creating Portfolios."

Programs

A program must be active in order to appear on the Program field for a project.

You can make a program active while editing the program. 

For information about editing programs, see "Creating Programs."

Templates

A template must be active in order to appear on the Template field for a project.

You can make a template active while editing the template. 

For information about editing templates, see "Editing Templates."

Approval Processes

An approval process must be active in order to appear on the Approval Process field for a project, task, or issue.

You can make an approval process active while editing the approval process.

For information about editing approval processes, see "Creating Approval Processes."

 

Milestone Paths

A milestone path must be active in order to appear on the Milestone Path field for a project.

You can make a milestone path active while editing the milestone path.

For information about editing milestone paths, see "Creating a Milestone Path."

Custom Forms

A custom form must be active in order to appear on the Custom Form field for another object.

You can make a custom form active while editing the custom form.

For information about editing custom forms and for a list of objects that you can associate them with, see "Creating Custom Forms."

Companies

A company must be active in order to appear on the Company field for a project, a user, or a template.

You can make a company active while editing the company. 

For information about editing companies, see "Understanding and Managing Companies."

 

This article last updated on 2019-03-13 18:47:53 UTC