Archiving projects

If your team isn’t actively working on a project, you can archive it to remove it from your schedule and active projects list found in Manage > Projects. Once a project has been archived, all of its data remains intact, and you have the option to restore it at any time from Manage > Projects > View archived projects.

To archive a project:

1. Head to your Projects schedule.
2. Expand the project you want to archive.
3. Click the Actions dropdown to the bottom left of your project name.
4. Select Archive.
   • If your account is connected to Harvest, choose whether you’d like to archive the project in both tools, or just in Forecast. Then, click the Archive button again to confirm.
5. The project will be moved to the list of archived projects in Manage > Projects and its assignments will be removed from the schedule.

You can also archive projects from Manage > Projects.

Note: If you need to archive a project in Harvest, and not in Forecast, please contact support for assistance.

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 the list of active projects, and its assignments will appear on the schedule again.

Note: If your account is connected to Harvest, restoring a project in Forecast will also restore the linked project 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, so the project data is not recoverable.

To delete a project:

1. Head to your Projects schedule.
2. Expand the project you want to delete.
3. Click the Actions dropdown to the bottom left of your project name.
4. Select Delete.
5. Type DELETE to confirm your deletion, then click Delete.

You can also delete projects from Manage > Projects.

Note: If your account is connected to Harvest, deleting a project in Forecast will not delete the linked project in Harvest.