Control Center Archive Criteria

Marvin Daniels

We need to archive projects at 100% completion, but we cannot get the archive criteria (see graphic, which identifies no projects for archive) to work correctly. When we use contains 1, projects are listed to be archived, but they're not all at 100% completion and we do not want accidently archive incomplete projects. Any tips for working with Control Center criteria appreciated.

Matt Johnson

Hi @Marvin Daniels

Maybe add a helper checkbox column to the CN Portfolio that says if Percent Complete@row = 100%, then check the box, if not, leave it unchecked. Then do the Archive off the checkbox.

I hope that helps.

Matt

Marvin Daniels

Thanks @Matt Johnson. I was trying to avoid another column, but I created a simple binary archive column (not a checkbox):

=IF([Percent Complete]@row = 1, 1, 0)

This works (correct projects identified as ready for archive) with contains ("archive contains 1") however, when is equal to is used, it fails (no projects identified as ready for archive). Seems is equal to expects a text argument.