Archive a project

  1. Go to “Management” section.
  2. Click on “Projects view”.
  3. Use the “Search” box from left sidebar to find the project that needs to be archived.
  4. Click on the project to open it
  5. From the buttons in the up right side of your screen click on “Archive”.
    • You can choose a date for when the project to be archived, if that date is not “today”
    • All the allocations on the project, after the archiving date, will be lost.

How to archive a project

Delete a project

To be able to delete a project, you need to archive it first:

  1. Go to “Management” section.
  2. Click on “Projects”.
  3. Use the “Search” box from left sidebar to find the project you want to delete.
  4. Click on the project to open it.
  5. Archive the project first, choosing the date and considering that all the allocations, after the archiving date, will be deleted.
  6. After the project was archived, in the upper right side of your screen you will see the “Delete” button.
  7. Click on the on “Delete”.
    • All the data related to the project will be deleted (timesheets, allocations and tasks). Only the invoices issues will remain.

How to delete a project

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