Archiving a project

When a project wraps up, archive it to clear it off your board while keeping every record, budget, and file intact. Archived projects are hidden from the board but stay fully searchable in the list, and you can restore them anytime.

Archive a project

A project gets archived from its Edit Project form. Archiving is offered automatically when a project can't be deleted — for example, because it contains signed records that must be retained.

Open the project's Edit Project form — the pencil that appears when you hover its board card, or the pencil in the top-right corner of the site map on the project's Dashboard.
Click Delete.
If the project holds signed records, Foreman explains it can't be deleted and offers Move to Archive instead. Confirm to archive it.

Note

Archiving never removes anything. The project's budget, records, schedule, daily logs, and files all stay exactly as they were.

Find and restore an archived project

Archived projects are hidden from the board but still appear in List view.

On the Projects page, switch to List view (the lines icon in the toolbar).
Click Filters in the toolbar and set Group to Archived. Archived projects show an Archived badge.
On the row you want back, open the Row actions menu at the far right and choose Restore. The project returns to the board straight away.

Note

The row menu appears only on archived rows, and only if your role can archive projects. List view is the only place an archived project shows up at all — the board hides them.

Deleting vs. archiving

Deleting a project is permanent and cascades to its budget, records, schedule, daily logs, and files. Because of that, deletion asks you to type delete to confirm. If a project can't be deleted (signed records), archiving is the safe alternative — it preserves everything and is fully reversible.

Don’t see this?

Archiving, restoring, and deleting appear only if your role can delete projects. Ask your organization owner if you don't see these actions.