Archive a project
- Go to “Management” section.
- Click on “Projects view”.
- Use the “Search” box from left sidebar to find the project that needs to be archived.
- Click on the project to open it
- 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.
Delete a project
To be able to delete a project, you need to archive it first:
- Go to “Management” section.
- Click on “Projects”.
- Use the “Search” box from left sidebar to find the project you want to delete.
- Click on the project to open it.
- Archive the project first, choosing the date and considering that all the allocations, after the archiving date, will be deleted.
- After the project was archived, in the upper right side of your screen you will see the “Delete” button.
- 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.