Archiving a Project

Overview

Active Projects and Office Masters that are no longer in regular, active use can be archived. When a project is archived it is moved to a list of archived projects where it can be restored.

Here are some additional details about archiving a project:

• Archiving projects will remove active access for all other internal users on the account.
• For those projects and office masters that have been shared with an outside collaborator access will be removed if archived by the owner. Outside collaborators will be notified via email if projects/masters have been archived.
• Permission to archive can be controlled by Role Permissions. Permission defaults to System Manager unless changed.
• Restoring a project can be done from within the Archived folder by selecting the “Restore” option. Learn more about restoring an archived project.

Steps to Archive a Project

Follow the steps below to archive a project.

1. Locate the project in the Project List.
   
   
   
   
2. Click the 3 vertical dots at the far right end of the project row and select the Archive option as pictured below.
   
   
   
   
3. A message will appear confirming that you want to archive the project. Click Yes if you want to continue.
   
   
   
   The project is moved to the archived projects list. From the archived projects list, the project can be restored to the projects list.

Be aware that archiving a project is a default System Manager role permission. Learn more about User Role Permissions.