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?
Hi,
Here’s the link to the documentation that explains how to add workers via Plans Maintenance: http://www.tessituranetwork.com/Help_System_v121/Content/Plans/Adding%20Workers%20to%20Multiple%20Plans.htm
Select a List and fill in the fields in the Plan Worker Details section of the Workers tab in Plans Maintenance as described in the documentation.
After clicking the Populate button, uncheck the "Show in My Portfolio" box for each plan that you want to update.
When you save your results, the plans will be updated and will no longer show in Portfolios.
Melissa
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Gina Wake Sent: Tuesday, March 17, 2015 11:34 AM To: Melissa Malone Subject: RE: [Tessitura Development Forum] sunsetting plans
Would you mind elaborating a bit on exactly how you would use Plans Maintenance to do this? Thanks!
From: Melissa Malone <bounce-melissamalone3834@tessituranetwork.com> Sent: 3/16/2015 9:42:09 PM
The Show in My Portfolio box can also be unchecked for a number of Plans using Plans Maintenance.
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Matthew Echert Sent: Monday, March 16, 2015 2:25 PM To: Melissa Malone Subject: Re: [Tessitura Development Forum] sunsetting plans
Unchecking the "Portfolio" checkbox could be tedious to do for a large number of plans, but if you knew you wanted to do this for all of the plans from last year's campaigns (for example,) that shouldn't be too difficult for your DBA to accomplish on the back end. I've considered this approach but not yet actually tried it.
From: Zach Kazarinoff <bounce-zachkazarinoff5579@tessituranetwork.com> Sent: 3/16/2015 2:27:38 PM
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