Overview
Do you need to stop issuing POs from a project, while still completing current orders and utilizing historical project data?

Archiving a Project is your best course of action.

Note: This feature is only accessible to Admin users.

 

Archive a Project


Step 1. Go to the Projects Page located on the left side menu:



  • Locate the Project you want to Archive under the Active tab:


Step 2. Open the 3-dot menu next to the project name to access more options:



Step 3. Select Archive:
  • This will move the project to the Archived tab, making it inactive.
  • Previous data can be utilized, orders can be received and completed, but no new POs can be issued.


 

Un-archive a Project

 

Step 1. Go to the Projects Page located on the left side menu
  • Locate the Project you want to Unarchive in the Archived tab:
Step 2. Open the 3-dot menu:


 Step 3. Select Unarchive:

  • This will move the project to the Active tab, making it active.
  • POs can now be issued from the project again.



Need help?

Reach out to our Customer Support team: