How to deactivate and reactivate projects or services

How to deactivate and reactivate projects or services

Projects or services cannot be permanently deleted in order to preserve the integrity of the portfolio set (resources, hours, purchases, etc.). However, they can be deactivated so that they are not listed on the project list.

To deactivate a project (for services follow the same instructions), go to the “Projects” section from the “Management” section of the Main Menu.

You can view deactivated projects by modifying the filter:

To activate a project again, go to the last column and click on the “green” arrow:

You will finally need to reset the filter or modify the filter for active projects.

Documentation

Documentation

Each project and task may have associated documents available to team members. Select the project 1to which you wish to attach files and in the Docs 2 section add files from your local folder.

You can also link an external URL address if a specific document system already exists or you wish to refer to an existing page.

You can also attach documents to a project task by selecting the task and using the Docs 3 section to add files in the same way as for a project.

Identify and manage risks

Identify and manage risks

ITM Platform serves to identify and manage project risks, in other words possible events which would have a negative impact on the project if they were to occur.

Risk management is divided into identification and initial classification, generation of mitigation plans (or probability reduction) and contingency plans (or impact reduction). A supervisor can in turn be assigned to manage each of the risks identified.

Go to the menu CONFIGURATION and click on Risk Settings within the PARAMETERS section.

Configure the risk parameters such as the Risk Level 1 to adjust the levels to appropriate values for your organization’s needs, along with the status and type of risk. However, ITM Platform offers preset values which you can modify.

Why does chat support no longer appears on?

Why does chat support no longer appears on?

The chat feature is intended for trial accounts and offers the best service to help clarify any initial doubts/confusions.

If you have any issue, you can contact us:

How to apply a filter in a report?

How to apply a filter in a report?

To apply a filter in a custom report you must first click on Add filter:

Select you would like to use as the filter:

Define the criteria and apply the filter:

If you want to modify the filter, you just need to click on the Edit button: