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Harvest will allow you to archive clients, projects, people, tasks, and expense categories that you no longer need. We keep all time and data preserved.
Archiving vs. Deleting
You can archive clients, projects, people, tasks, and expense categories.
- Archived items can be restored at any time.
- You can still report on all archived data, including associated time and expenses.
- You can still invoice for all archived data, including associated time and expenses.
- You can’t track time to archived projects, clients, or tasks.
- You can’t track expenses to archived expense categories.
Deleting an item will permanently remove it from your account. Clients, people, tasks, and expense categories can only be deleted from your account if no time has been tracked to them. Projects with tracked time or expenses can be deleted, and that action will simultaneously delete any time, expenses, and retainers linked to the project.
How to Archive or Delete
For more information on how to archive and delete, visit the following sections:
- Archiving/deleting projects – Archiving and Deleting Projects
- Archiving/deleting clients – Managing Clients
- Archiving/deleting people – Archiving and Deleting People
- Archiving/deleting tasks – Managing Tasks
- Archiving/deleting expense categories – Managing Expenses
Accessing and Restoring Archives
To view archived projects, go to your Projects section, click the filter in the top left, and select Archived Projects. You can also search for an archived project by name. Click Restore to restore an archived project.
You can find your archives for clients, tasks, and expense categories by going to the Manage tab. Click into the appropriate section, then click the View Archived Clients, View Archived Tasks, or View Archived Categories link that appears in the top right. To restore archives:
- Go to the Manage > Clients, Tasks, or Expense Categories section.
- Click the View Archived Clients, View Archived Tasks, or View Archived Categories link in the top right.
- Click the Restore button for the item you want to restore.
To view and restore archived people:
- Go to Team and click the Manage Archived People button below the list of active team members.
- Click the Restore button.
This restored information is now stored with the other active information in your account.
For archived people and tasks, you’ll need to restore them in Team or Manage > Tasks, and also restore them to any projects where the person should continue tracking time or the task should again be available for people to track time to. To restore people or tasks to a project:
- Go to Projects and click on the Actions menu to the right of the project you’d like to edit.
- Select Edit to get to the Edit Project form.
- In the Tasks section of the Edit Project page, click Restore next to the task you’d like to restore; or, in the Team section of the Edit Project page, click Reassign next to the person you’d like to assign to the project again.
- Then, click Update Project at the bottom of the page.
Archived People and Your Harvest Subscription
The cost of a Harvest subscription is calculated based on the number of user seats in your plan. There is no limit to the number of archived people you can have in your account. However, we will continue to charge you for archived people until you edit your payment plan.
After you archive a person, you can invite a new person to fill the unused seat in your plan. Alternately, you can downgrade your user count to pay less per month or year.
If you have a monthly plan, you can adjust your subscription from Settings (upper right corner) to reflect your new user total.
If you have a yearly plan, you can contact us to prorate you a refund on your unused person.
Archiving people can be especially useful for companies that have part-time or seasonal staff. It’s easy to update your plan from month to month and only pay for the number of users you need.