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| Enabled for | Public preview | General availability |
|---|---|---|
| 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 work like the functionality in the sales and purchase areas. You can set up projects to archive automatically, so you don't need to think about it. With automatic archiving, Business Central creates a new version of the archived document when users:
- Change the status of a document or delete it.
- Print, download, or send a document by email.
- Post an invoice.
You control archiving. The following table describes the options you can choose when you set up automatic archiving on the Project Setup page.
| Option | Description |
|---|---|
| Never | Don't archive projects automatically. If needed, you can manually archive projects by using the Archive Document action. |
| Question | Prompt users to choose whether to archive a project when one of the earlier mentioned events occurs. |
| Always | Silently archive the project automatically when one of the earlier mentioned events occurs. |
You can reuse earlier versions of archived projects, if needed. For archived projects where the original project still exists and isn't posted, use the Restore action to overwrite the current project with an archived version.
To keep the database size under control, the system adds archived projects to a list of retention policy tables.
The following limitations are known:
- The Statistics page isn't available on the Archived Project Card page.
- Dimensions aren't stored in the archive and you can't restore them. When you restore a project, Business Central uses the default dimensions.
Tell us what you think
Help us improve Dynamics 365 Business Central by discussing ideas, providing suggestions, and giving feedback. Use the forum at https://aka.ms/bcideas.
Additional resources
Archive documents (docs)