How to Archive a Lookup Table of Old Values

Posted By Posted by: EPM Partners on July 10, 2014

Environment: Project Server 2010/2013

Background:

A customer has a large list of account codes in the lookup table – some are current and some are very old. Users were complaining that they needed to scan a long list of expired values before finding valid options.


Solution:

As there is no out of the box solution available to archive the values of the lookup table, we suggest you create one level hierarchy with the name ‘Do not Use’ and indent the account code values which are very old.

This results in retaining the old account code values for existing projects and means users don’t need to scan the old ones when looking to select a current value.

We hope this helps your large list of account codes!

 


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