2 followers Follow

Locking down a project once completed?

I'm hoping there is a way that once projects are completed, they can be locked down and not edited. We use Clarizen to pull reporting for goals purposes, so once a year is over and goals are finalized, we want to ensure that projects closed in that year cannot be changed. Is this doable?

Alyse Freeland Answered

Please sign in to leave a comment.

1 comment


Yes indeed. You would create a validation rule that prevents the project from being activated after a period of time. You can also add exceptions so that only a specific person (or perhaps administrators) can reactivate in the case of an emergency.

Josh Santos 0 votes
Comment actions Permalink