This feature is only accessible to Admin users.


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.

 


How to Archive a Project


Step 1. Go to the Projects Page located on the left side menu
  • Locate the Project you want to Archive in 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. 



 

How to 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.





Need help?

There are three ways to reach our Customer Support team: