Close a Portfolio

[TPigeon]

Can you close a portfolio without deleting it?  We had a past portfolio that shouldn't be selected for new demands or projects, but I don't want to delete it for the historical closed demands and portfolios.  Can you keep a portfolio but make it closed? 

[Aman Kumar S]

Hi @TPigeon ,

You can set the active field as false.

[TPigeon]

I did set to "false" but it still showed up in the drop down list of portfolios and I was able to select it for an existing project. Does making it "false" make it disappear from the drop down list?

[Aman Kumar S]

For that you will need to update the reference qualifier, to only show active= true projects.

OR 

If you want the ability to be restricted for non admin you can replicate "user query" business rule on sys_user table for the Portfolio table.

What that BR does, is to restrict showing non-active users to non-admins and that disables the selection of inactive users from anyone except for admin.

Have a glance at it and let me know if you have any follow ups

[J-Paul Millet]

Hello, I expressed the same need some time ago with a ServiceNow expert. Unfortunately, it seems the system doesn't take care of the value of the "Active" Portfolio attribute in the drop down lists of portfolios :-(.  We have to configure the system to make it's working as expected! The recommendation was to push an idea so that it could be evaluated for future releases