Project Cleansing

This is an important admin task that we encourage you to undertake to ensure accurate reporting through your Dashboards.

It is advised to regularly check that all your Organisation’s projects have the correct status (Active, Completed or Cancelled). You may also find it necessary to delete a project instead.

To amend a project status:

  1. Go to the General page of the Project you want to amend the status on.
  2. Select "Edit".
  3. Click on the status box underneath the heading "Status".
  4. Select the new status option and select Save.
  5. You have now archived your Project or Programme.

To delete a project:

  1. Click the project that you would like to delete.
  2. Click Actions.
  3. Click Delete.
  4. Click Confirm and delete.

The Lead User’s of each project should understand the importance of keeping their projects up to date, which will make the project cleansing process much easier for the Admin.

 

Before project cleansing

 

After project cleansing