Archive projects

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Users by admins, makers, or analysts Mar 1, 2024 Apr 2, 2024

Business value

Projects often change and evolve during their lifecycle. The archiving capability gives you control over your project data through audit trails and version control.

Feature details

Archiving capabilities for projects are similar to the functionality you might already be familiar with from the sales and purchase areas. You can set up projects to archive automatically, so that you don't need to think about it. With automatic archiving, Business Central creates a new version of the archived document when people do the following:

  • Change the status of a document, or delete it.
  • Print, download, or send a document by email.
  • Post an invoice.

You're in full control of archiving. The following table describes the options you can choose when you set up automatic archiving on the Project Setup page.

Project Setup

Option Description
Never Don't archive projects automatically. You can manually archive projects by using the Archive Document action, if needed.
Question Be prompted to choose whether to archive a project when one of the events mentioned earlier occurs.
Always Silently archive the project automatically when one of the events mentioned earlier occurs.

Archive action

You can reuse earlier versions of archived projects, if needed. For archived projects where the original still exists and isn't posted, you can use the Restore action to overwrite the current project with an archived version.

Restore

To keep database size under control, archived projects are added to a list of Retention policy tables.

The following are known limitations:

  • The Statistics page isn't available on the Archived Project Card page.
  • Dimensions aren't stored in the archive and can't be restored. When you restore a project, Business Central will use the default dimensions.

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