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Project State - Planning, Active, Archive

How do these different phase selections affect my project?

The project state has two primary functions:

  1. Calendar and My Account display
  2. Reporting

Making a project active updates the My Insight page and calendar displays for the assigned project resources. It does not change the visibility of the project from its source location, as planning and archive state projects maintain equal visibility when viewed in their source location. Until a project is marked active, the project and assigned tasks will not display on any user's My Account page. Another aspect of projects that are not active is that they will not display assigned tasks on the task owners' calendars. 

The difference between planning and archive is for reporting only. You may filter projects by any of the three states within project reports.