Archiving a project does a number of things. Firstly it removes the project from the search items and default reports. Secondly it moves the transactions, sub projects and invoices pertaining to the project to a different set of tables. What this means is if you needed to run a Utilisation report for staff and a project had been archived, the times associated with that project will not appear.
Getting Started
|
Setup required before use |
Who can use it? | Where is it? |
|---|---|---|
|
Project Manager Director Administrator System Administrator |
Projects > Project Archive |
Tips:
Where is it? Projects > Project Archive
.Where is it? Projects > Project Archive
.Projects to
archive
This will be a list of projects that have the status of Unsuccessful or Complete only.
this button will archive all available projects
in the list - this cannot be undone
Archive
location
Once the project is archived, search for it, then double click the project. The project maintenance screen will appear. You will notice there is not a lot of information displayed. Just under the project number and field to enter the Archive location can be found.
Search an
archived project
Tip: A setting is available that can permit only Administrators, Director and System Administrator access levels to archive or restore a project, read more in System Settings
| Report Category | Report title |
|---|---|
|
Projects |
Project List, Project Summary |
|
|
Customise the report and use the Project archive location filter or column |
Looking for more help? Try reviewing the following Projects topics: View Topics
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