Marking Projects as Inactive                                                                                                                                                                                                        Project Management.Marking Projects as Inactive (610)

Starting with version 3.1.95 of the CMSC, the system will automatically mark any projects that haven't had any activity in the past 180 days as inactive. This removes the project from the default project list view. Shown in the figure below is a list of all the reps active projects. This is the default view. There are also several inactive projects which are not displayed by default. To display the inactive projects the rep needs to click the Display All link.

Shown in the figure below is what the ProjectsList page will look like when viewing all projects, both active and inactive.

To switch back to the default view click the Hide Inactive link. The view will then change back to the figure shown at the top of the page.

List below are the events/processes that will cause the last modified date of the project to be updated. This resets the counter for the project. If any of the events listed below occur, the last modified date of the project will automatically be updated.

•Adding a line item to a project

•Deleting a line item associated with a project

•Modifying a line item associated with a project

•Updating project info

•Adding a user to a project

•Modifying a user’s permissions to a project

•Deleting a user’s access to a project

•Adding a quote to a project

•Adding an order to a project

•Modifying a quote associated with a project

•Modifying an order associated with a project

•Deleting a quote associated with a project

•Deleting an order associated with a project

•Adding accessories to a line item associated with a quote

•Adding accessories to a line item associated with an order

•Adding accessories to a quote

•Adding accessories to an order

•Deleting an accessory from a quote

•Deleting an accessory from an order

•Modifying quantity of accessory from a quote

•Modifying quantity of accessory from an order

•Adding a Net Add to a quote

•Adding a Net Add to an order

•Modifying a Net Add associated with a quote

•Modifying a Net Add associated with an order

•Deleting a Net Add associated with a quote

•Deleting a Net Add associated with an order

•Adding a Special Engineering Request to a quote

•Adding a Special Engineering Request to an order

•Modifying a Special Engineering Request associated with a quote

•Modifying a Special Engineering Request associated with an order

•Deleting a Special Engineering Request associated with a quote

•Deleting a Special Engineering Request associated with an order

•Requesting an engineering review from a quote

•Requesting an engineering review from an order

•Engineering department reviewing a quote and sending it back to the rep

•Engineering department reviewing an order and sending it back to the rep

•Requesting a multiplier review from a quote

•Requesting a multiplier review from an order

•Regional sales manager reviewing a multiplier request for a quote and sending it back to the rep

•Regional sales manager reviewing a multiplier request for an order and sending it back to the rep

•Submitting an order to Business Center

•Reopening an order

•Updating the requested ship date for line items associated with a quote

•Updating the requested ship date for accessories associated with an quote

•Updating the requested ship date for line items associated with an order

•Updating the requested ship date for accessories associated with an order