Set a project as active or inactive

If you do not want a project to appear in the order flow for requisitions, RFQs, and purchase orders, you can mark it as not active. Note that any open purchase orders for the project are not automatically closed.

There are several ways to mark a project as not active.
  1. On the left panel, select Projects.
  2. On the Projects page, do either of the following:
    • Select the checkbox to the left of the project you want to mark as inactive, then select Inactivate at the top of the table. Select Yes, Inactivate to confirm.
    • Select the name of the project you want to mark as inactive to open it. On the Project details page, select Settings then select the SETUP tab. Select Mark as not active, then select SAVE.
The project will no longer appear in the order flow for requisitions, RFQs, and purchase orders.