Archiving and deleting projects
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 Once a project has been archived, all of its data remains intact, and you have the option to restore it at any time.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:
- Head to the Schedule. You’ll be dropped right into the Projects view.
- 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.
- Click the Actions menu to the bottom left of your project name.
- Select Archive.
Restoring projects
To restore an archived project:
- Head to Manage > Projects.
- Click View archived projects.
- 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:
- Head to the Schedule. You’ll be dropped right into the Projects view.
- 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.
- Click the Actions menu to the bottom left of your Project name.
- Select Delete.
- 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.