Forum Discussion
Archive plan after completion
- We cannot currently archive a plan since this feature is not available in the product. You can create a Plan from a existing Group, so the answer to your second question is "Yes"
I always recommend to my clients that they just leave the plan in place, because as mentioned here there is no archieve option, and if you delete the plan, it will delete the group as well (which we clearly dont want)
If you know this going in, you really have two options for administration, and just do what works best for your organization.
1. Make groups that are specific to plans, so that way when the plan is done, you can in essence remove the membership of the group and move on. For instance Sales - Customer Name, to be a group to focus on sales of a specific client. Or even Sales - Deal #####
2. Make generic groups and just plan on having old plans associated with them. So using the same example above, maybe you just do Sales for a group, and have plans for each project in there.
Just know deleting/archiving right now is not an option, so plan accordingly!
- Fantastic advise thanks alot
