I’m loving the addition of additional Project Statuses of On Hold and Complete, but these seem purely cosmetic. Currently, we are unable to filter tasks based on the status of the project they are in.
It would be great to enable a filter in Dashboards and Advanced Search that could include or exclude tasks based on the Project Status. If the attribute is visible, let’s complete the job and make it a filterable criteria.
Completed projects may hold critical institutional information and records of accountability that is relevant even after a project is completed. Ideally, a portfolio manager could keep those projects in an archive folder AND rely on dashboards and reporting to only contain relevant information.
A few operational workarounds that may be useful for an individual, but do not scale well at the organizational level:
- Reassign a project to an Archive Team or Project Owner, and filter those out. It’s clunky as all heck, easy to mess up, and makes searching for archived projects difficult.
- Remove a project from a portfolio after it is completed. Defeats the purpose of storing and organizing archived information using existing portfolio “folders”. All completed projects go into the same bucket, and it’s hard to get the information back out.
- Use the “Exclude specific projects” to individually and manually add completed projects to every chart and saved search. This just doesn’t scale.