Archive a Portfolio Item

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You can move portfolio items to the portfolio archive. See Working with the archive. Moving portfolio items to the archive is typically done to define which of the closed projects and programme are still visible in the Portfolio Dashboard and in Automated Reports.

 

Note: Whether you see archived projects and programmes in the financial grid of the portfolio depends on the financial configuration in the Portfolio Model. See Working with Models.

Note: Projects have to be archived in the portfolio separately from archiving in the folder. This is because archiving in a portfolio or folder is usually done form a different perspective.