Archive your project
Use this window to archive your projects.
You can use the selection criteria to choose the projects that you want to archive. If you are using statuses, only those with the correct status applied to the whole project structure are displayed.
If you are using statuses with your projects, you must:
- Create a status with Allow Archive / Delete selected.
- Apply the status to the project and all sub-projects, groups and project items in the structure.
To archive your projects
Open: Project Accounting > Utilities > Archiving > Archive Projects.
- Select the projects to display.
- Select the General tab to filter your projects by Project, Project Status or Customer.
- Select the Additional Information tab to filter your projects using the Additional Information drop-down lists.
- Click Display. A list of projects is displayed. These are projects that meet the specified criteria, and can be archived
Projects can only be archived when the project, sub-project, groups and items in the project's structure have one of the following:
- A status that allows archive/ delete.
- A Not Applicable status.
- No status. (This occurs when you are not tracking the status for a particular group or item.)
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Select the projects to archive.
Note: To see the details of a project, click View Selected
- To archive the selected projects, click Save.
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