Archiving and deleting projects

Managing projects requires View-Edit permissions.

Archiving projects

Archiving old projects is a great way to keep your schedule clean and focused. Archiving removes a project from your Schedule view and Projects page and places it on your archived projects page.

Archiving a project in Forecast will archive its linked project in Harvest as well. Once a project has been archived, all of its data remains intact, and you have the option to restore it at any time.

To archive a project:

  1. Head to the Schedule. You’ll be dropped right into the Projects view.
  2. Click the downward-pointing Expand arrow that appears to the right of a project name. If the arrow points up, you’ve already expanded your view and you can skip this step.
  3. Click the Actions menu to the bottom left of your project name.
  4. Select Archive.

Restoring projects

To restore an archived project:

  1. Head to Manage > Projects.
  2. Click View archived projects.
  3. Click Restore next to the archived project’s name.

The project will be moved back to your list of active projects. If it’s linked to a project in Harvest, the project will also be restored in Harvest.

Deleting projects

To completely remove a project from your account, you can delete it. Deleting will permanently remove a project and all of its time assignments.

If you delete a project, we do NOT retain its data. It’s gone forever, and no project data will not be recoverable. However, deleting a project in Forecast will not delete its linked project in Harvest.

To delete a project:

  1. Head to the Schedule. You’ll be dropped right into the Projects view.
  2. Click the downward-pointing Expand arrow that appears to the right of a project name. If the arrow points up, you’ve already expanded your view and you can skip this step.
  3. Click the Actions menu to the bottom left of your Project name.
  4. Select Delete. actionsdelete
  5. Type DELETE to confirm your deletion, then click Delete.

Note: You can also archive and delete projects from your Projects page. Head to Manage > Projects. Click into any project, then click the Actions menu to select Archive or Delete.

Still have questions? We’re happy to help!

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