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Archive
/developerportal/portfolio-management/archive/
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Describes the Archive page in the Mendix Portfolio Management app.

1 Introduction

The Archive page shows all the initiatives that are archived. You can search for an initiative in the search bar. You can export Initiatives by clicking the {{% icon name="office-sheet" %}} Export Initiatives button. Clicking Filters enables you to filter initiatives.

{{< figure src="/attachments/developerportal/portfolio-management/archived-initiatives.png" >}}

The list contains the following information:

  • Initiative Name – Clicking it opens a side pane that shows the details of the archived initiative as well as why the initiative was archived, additional comments, who archived the initiative, and when.

    {{% alert type="info" %}}When you view the details of an archived initiative, you can only Post Comment. You cannot edit any other information.{{% /alert %}}

  • Department – This shows the department to which the initiative belongs.

  • Stage – This shows which stage the initiative was in when it was archived.

  • Archiving Reason – This shows the reason why the initiative was archived.

  • Archived Date – This shows the date when the initiative was archived.

  • Archived By – This shows the avatar of the user who archived the initiative.

  • Icon of the linked apps – If there is only one linked app, clicking the icon shows the information about the app. If there are multiple apps or no linked apps, the icon is not clickable.

  • Avatar of the initiative owner – Hovering over the avatar shows the name of the initiative owner.

  • More Options ({{% icon name="three-dots-menu-horizontal" %}}) – Clicking this opens a menu that enables you to restore or delete the archived initiative.

    {{% alert type="info" %}}Both Portfolio Managers and Contributors can restore or delete an archived initiative. Only Viewers cannot do these actions. For more information on roles and permissions, see the Members section in Access Management.{{% /alert %}}

2 Restoring or Deleting an Archived Initiative {#restore-delete-archived-initiative}

{{% alert type="info" %}} Both Portfolio Managers and Contributors can restore or delete an archived initiative. Only Viewers cannot do these actions. For more information on roles and permissions, see the Members section in Access Management. {{% /alert %}}

To restore or delete an archived initiative, on the Archive page, click More Options ({{% icon name="three-dots-menu-horizontal" %}}) for that initiative, and then select Restore or Delete. After you restore an archived initiative, it goes back to the Initiatives Overview page.

Alternatively, to delete an archived initiative, you can also click More Options ({{% icon name="three-dots-menu-horizontal" %}}) in the side pane where you view the archived initiative details, and then select Delete.