If you want to plan a new project in the background first - create tasks, plan resources and dates, run through numbers - create it as inactive. You can change the status at any time, even after creating or duplicating a project.
Typical use cases for inactive projects:
- Planning a project without notifying assigned people
- Simulating planning variants
- Comparing with active projects
- Pausing or putting a project on hold without archiving it immediately
Setting a project to inactive
- Open the project
- Open
Manage projectvia the⋯ Options menu
- Switch to the
Settingstab - Disable the toggle under Active project
Note
Projects are always active by default - unless explicitly set to inactive.
Properties of an inactive project
Inactive projects differ from active ones mainly in their notification behavior - but there are also differences in the workload view and for costs/budget:
- Inactive projects are marked as such in many places
- Notifications: If participants are added to tasks or set as watchers, they receive no notifications
-
My tasks: Tasks from inactive projects do not appear in the
My tasksview - Home widget "My upcoming tasks": Tasks from inactive projects are not shown there
- Workload: Inactive projects are not shown in the workload view - tasks from inactive projects therefore do not factor into capacity calculations
-
Costs / Budget: Inactive projects are treated like active ones - budget and costs continue to be included in totals and reports. The portfolio filter (
Active only) can be used to exclude inactive projects if needed
Reactivating a project
There are three ways to activate a project:
- Via the
⋯ Options menuin the project
- Via the light blue banner shown in every tab of the inactive project - click Activate project on the right
- Via
Manage project>Settings> enable the toggle under Active project
Note
Activating a project triggers the following:
- The project appears again as an active project in the portfolio overview
- Participants who were assigned to tasks during the inactive phase receive one single summary notification - not one for each individual change
- Assigned tasks appear in the
My tasksviews and, if applicable, in the home widget My upcoming tasks
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