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Archiving a Project: Preserving Data While Removing It from Active View
Archiving a Project: Preserving Data While Removing It from Active View

This article explains how to mark a project as "Archived" to preserve data or request its removal, with step-by-step instructions for updating the project status.

Mariah Eve Taborada avatar
Written by Mariah Eve Taborada
Updated over 2 months ago

Overview

This guide will help you to manage outdated or unnecessary projects by using "Archived" status to preserve data, or by requesting complete removal, keeping the workspace organized without losing important information.

IMPORTANT NOTES:

  • Only Project Executives and Administrators can change a project status to 'Archived'

  • If you archive a project, notifications will be sent to the client and vendors with whom you have contracts.

Process

  1. Select the Project: Locate the project you want to cancel or archive in your workspace.

  2. Access Project Settings: Navigate to the project menu and choose Project Settings

  3. Edit Project Information: Go to the Project Information tab and click Edit.

  4. Change Status:

    • To archive: Update the project status to Archive. A pop-up window will appear. Select “Yes, Archive Project.”

  5. Save Changes: Click Save Settings to complete the process.

See Also

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