Archiving capital projects

The Project Archive Utility allows you to archive capital projects so that they no longer display in reporting, process management, or opened by users.

NOTE: The Archive status does not remove data from the system. You can reset the Archive status to reverse the process so that a project will again show in reports, process management, and to users. To mark a capital project as complete, see Marking a capital project as complete.

From this utility, you can also view plan files by double-clicking the folder icon in the column on the left side of the CAPREQ/POTRANS column.

To archive capital projects:

  1. In the Cap Track Admin task pane, in the Capital Tracking Reports section, click Approval > Project Completion and Archive, and double-click Project Archive Utility.

  2. Refresh data by doing one of the following:

    • On the Main ribbon tab, in the Workbook Options group, click Refresh Data.

    • Press F9.

  3. Do one of the following:

    Option Description
    Filter the utility by specific project variables
    1. In the Refresh Variables dialog, for each option to filter by, click Choose Value.
    2. In the Choose Value dialog, select the values to include, and click OK.
    3. In the Refresh Dialog, click OK.
    Include all projects in the utility In the Refresh Variables dialog, leave the field blank, and click OK.
  4. In the Archive column, do one of the following:
    • To archive a capital project, select Yes.

    • To keep a project active, select No.

  5. After you finish making changes, in the Main ribbon tab, click Save.

  6. At the confirmation prompt, click OK.