How to archive/delete project?

You can place a project to archive by the next ways:

  • from project board - press on vertical dots in top right card corner and choose appropriate field:
  • from the detailed project page – click on the button with 3 vertical dots and select “To archive”.

After that, on the detailed project page, the date of transfer to the archive will be recorded.

Note, that the financial information (actual and planned payments) for archived projects are displayed in the report Project plan/Project facts. Next, to this type of project, the corresponding mark is displayed. This way, if the project has been completed, but not all payments have been received, you can move it to the archive and continue to track the payments.

    How to return the project from the Archive?

    Archived projects are kept in “Reports” application:

    You can return the project out of archive at any moment of time. For this purpose open it (press on project name):

    Then click on the button with gear icon submenu and choose appropriate field. Here project deleting button is placed.

    For mass project deletions open archive, tick projects you need to delete and press “Delete Selected”.

    Administrator of “Projects” module can delete projects immediately without dragging to archive. Managers can delete projects in archive only as presented above.

    keyboard_arrow_left  How to create a project?
    Managing the Project Finances  keyboard_arrow_right