How to Complete or Archive Projects

A project can be completed and archived at any point. Archiving is a mandatory part of the completion process. This ensures that the project is not lost and allows you to retrieve information about it in the future or even resume work on it.

Only project managers and administrators of the Projects module can complete and archive projects.

How to Complete and Archive a Project?

A project can be completed with one of three statuses:

• Closed Successfully – if the project goals have been achieved.

• Failed – if the project goals were not met.

• Paused – if work on the project has stopped but is expected to resume in the future.

Regardless of the selected status, a project is completed and moved to the archive. Below, we will go over ways to complete it.

On a Project’s Page

1. Open a project and access the context menu in the upper right corner

2. Click Complete

A project status change window will appear, where you need to:

• Select one of the three project statuses

• Choose the project archiving date, which will be displayed on the project’s archive page

• Provide a brief summary of the project’s results (optional)

• Check the box to move project tasks to the archive (optional)

• Check the box to mark planned expenses and revenues as executed (optional)
  

When a project is resumed, its planned payments will not revert to their original status, unlike project tasks. They will still be considered executed.

In the Kanban View

1. Go to Projects by Managers or Projects by Workflows tab

2. Hover over the desired project, open the context menu in the upper right corner of its card and select Complete

In the project list

You can archive multiple projects at once through the list. To do this, check the boxes of the required projects in the list and click the "Finish" button at the bottom of the screen.

In the same way, you can complete and archive projects within project portfolios.

How to restore an archived project?

At any time, you can restore a project from the archive and resume it. To do this, go to the Archived tab and find the desired project in the list.

Go to the project's detailed page. Open the context menu in the upper right corner (1) and select Resume Project from the list.

Click OK to resume the project.