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 in 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 Once a project has been archived, all of its data remains intact, and you have the option to restore it at any time.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:
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Head to the Schedule. You’ll be dropped right into the Projects View.
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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.
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Click the Actions menu to the bottom left of your Project name.
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Select Archive.
Restoring Projects
To restore an archived project, click View Archived Projects from the Projects page, and you’ll be taken to a list of your archived projects.
Click Restore next to the archived project’s name, and it will be moved back to your list of active projects. If it’s linked to a project in Harvest, that project will be restored as well.
Deleting Projects
If you have a project you want to remove completely, 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 will not be recoverable whatsoever. However, deleting a project in Forecast will not delete its linked project in Harvest.
To delete a project:
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Head to the Schedule. You’ll be dropped right into the Projects View.
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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.
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Click the Actions menu to the bottom left of your Project name.
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Select Delete.
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Type YOLO to confirm your deletion, then click Delete.
Note: You can also archive and delete projects from your Projects Page. Just head to your Manage > Projects. Click into any project, then click the Actions menu to select Archive or Delete.