Archiving or Deleting Completed Projects

Overview:
When a project is finished, archive it to remove it from active views but retain its data—or delete it permanently if no longer needed.

Steps to Archive:

1. From Work → Projects, locate the project row.

2. Click Action (⋮) → Archive.

3. Confirm—archived projects move to the Archived filter view.

Steps to Delete:

1. Switch to the Archived view via Filters → Status = Archived.

2. Click Action (⋮) → Delete on the project.

3. Type DELETE in the confirmation prompt and click Confirm.

Tips & Best Practices:

• Archive rather than delete whenever possible to preserve history for reporting.

• Schedule quarterly clean‑ups to archive projects older than 6–12 months.

• Export a final snapshot (via Export) before deleting for compliance.

Troubleshooting / FAQs:

• Archive option not visible: Check you have “Delete Projects” or “Edit Projects” permission.

• Project still appears in active list: Refresh filters or clear browser cache.

• Cannot delete archived project: Ensure there are no linked tasks or invoices—remove those first.