Login  Sign up

Archiving Projects from Advanced Project Search

One of the ways of archiving projects is from the Advanced Project Search, accessed through the Projects tab at the top Navigation bar.

The Advanced Project Search is only available if the User's permission profile has the corresponding permission enabled. For further details, please refer to the Advanced Project Search Manual.

  1. Select to Filter From: Projects and perform a search as needed:

  2. You can select (mark in yellow) the Closed or Invoiced Projects that you need to archive, and by clicking at the top left corner of the Search pane (also accessed by a right-mouse click), select Archive Closed Projects (Selection: X). Only those Projects will be archived.

* The Projects will have to be closed (Status set to Inactive) otherwise, if you select a Project with status Active, a warning will appear saying that the Project could not be archived.

3. Once the Project is archived you will find it under Archived.

Restore an Archived Project

To reopen or restore a Project you can either double click on the selected Project or you can multi select more than one Project and choose to restore the selection.

Did you find it helpful? Yes No