Archived Projects

Open Projects > Archived Projects to find archived projects. Click a project number to inspect its details and existing records. The project displays Archived project — read-only: files and records can still be viewed, but project changes require it to be unarchived first.

Archive a project

1. Open the active project and review its Stages tab.
2. Set every stage to Completed. A project's Completed or closed status by itself is not enough.
3. Make sure every stage with a nonzero price is linked to an invoice that still exists.
4. On the project details tab, select Archived and click Update Project.

If a stage blocks archiving, PlanMan lists the affected work so you can correct it. Zero-priced stages do not need an invoice for this check, but they must still be completed. This includes non-fee-earning stages. A nonzero stage's invoice does not have to be paid for the archive check.

Make changes again

Open the archived project and click Unarchive project in the archive banner. This requires permission to update projects. After the action succeeds, the project can be edited again and appears in the active list. Do not use the old instructions to clear an editable archive checkbox: the archived view is locked and provides this explicit action.

The lock also applies to associated project records such as stages, time entries, files, expenses and project communications. Invoice details for an archived project are read-only too, although payment recording remains available. You can therefore record a later payment without reopening the project solely for that purpose.

See Projects Due For Invoicing to find completed fee-earning work that has not yet been invoiced.