best practice: finished projects

Questions related to creating NIM project structures
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quang.tran
Posts: 53
Joined: October 4th, 2017, 3:12 pm

best practice: finished projects

Post by quang.tran » November 3rd, 2017, 3:34 pm

Is there a best practive how to handle finished projects?
As a company we would like them to disappear from the company job list to keep the overview clean and sleak for everyone.
As far as I can see, setting a project to "inactive" still lists it on the studio job list.
Is there a kind of archive project function?

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andrew
Site Admin
Posts: 208
Joined: June 24th, 2014, 8:10 am

Re: best practice: finished projects

Post by andrew » November 7th, 2017, 1:24 am

Hi,

Finished projects in NIM should be marked as inactive, and an appropriate job status should be set. A users dashboard can be set to only show active projects or bookmarked projects that they are a member of, however the full job list will always show all jobs in NIM. Using the job status dropdown filter on the job list is the best way to quickly filter jobs of a particular status, for example to show all jobs that are IN PROGRESS.

We will expose the Active/Inactive setting to the job list to be able to toggle this quickly.

Thank you,
Andrew

quang.tran
Posts: 53
Joined: October 4th, 2017, 3:12 pm

Re: best practice: finished projects

Post by quang.tran » November 10th, 2017, 11:34 am

Many thanks. An "active / inactive" switch would be nice. It would cut away all the clutter, like not awarded jobs, etc.

quang.tran
Posts: 53
Joined: October 4th, 2017, 3:12 pm

Re: best practice: finished projects

Post by quang.tran » November 10th, 2017, 11:43 am

on addition: as jobs from other locations are mostly not of interest, a location switch would also be helpful (all / location A / location B / location C / etc.)

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andrew
Site Admin
Posts: 208
Joined: June 24th, 2014, 8:10 am

Re: best practice: finished projects

Post by andrew » November 13th, 2017, 10:34 pm

That all sounds good. We're planning an overhaul to filtering options that will provide much more flexibility in all pages.

-Andrew

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