Am I correct in that there is no way to inactivate or retire a plan from a worker's portfolio? As we get set up to do gift renewals it seems the only way to not see all the old plans is to sort them out by campaign, or maybe status, but I can see that being a big pain in the butt if you have a portfolio with multiple campaigns over multiple years and you need to uncheck all those boxes everytime you load up the portfolio screen.
Are there any plans to automatically retire plans based on plan end date or campaign year end date or with a manual step update somehow?
I would also like to know about this! I haven't seen any way to do this and it highly discourages our Exec Dir and Development Officers from using Plans. They are completely overwhelmed by the number of old Plans in there, and there is no way they will filter out all of those Campaigns every single time they open their Portfolio.