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Admin – Archive Tab (Project Management Module)

Summary

The Archive Tab in the Project Management Module allows admins to view archived projects. These projects are listed with detailed information such as the project’s client, manager, and cost estimation, providing an organized way to track completed or inactive projects.


In this article

  • Before you begin
  • Step 1: Access the "Archive" Tab
  • Step 2: View Archived Project Data
  • Step 3: Unarchived Project Data
  • Step 4: Unarchived Delete Project
  •  Frequently Asked Questions (FAQ)

Before you begin

  • You must be logged in with admin permissions to access and view archived projects.
  • Archived projects will only appear in the grid if they have been archived from the Summary page.

Step 1. Access the "Archive" Tab

  1. Log in to your Plumm account.
  2. Go to the Project Management page from the dashboard.
  3. Select the "Archive" tab to view archived projects.

Step 2. View Archived Project Data

  1. The grid under the "Archive" tab will display all projects that have been archived. If no projects have been archived, the grid will be empty.
  2. The grid will show the following fields for each archived project:
    • Name: The name of the archived project.
    • Client: The name of the client associated with the project.
    • Billable: Indicates whether the project is billable or non-billable.
    • Manager: The name of the project manager who was overseeing the project.
    • Type: Displays whether the project was based on cost or hours.
    • Assign To: Lists the users who were assigned to the project.
    • Start Date: The start date of the project.
    • End Date: The end date of the project.
    • Estimated Cost: The estimated cost allocated for the project.
    • Estimated Hours: The estimated hours allocated for the project.

Step 3. Unarchived Project Data

A grid will be displayed showing the data in rows. At the end of each row, there will be a three-dot menu containing an 'Unarchive' option. When the user clicks on 'Unarchive', a confirmation popup will appear. If the user confirms by selecting 'Yes', the project will be unarchived and moved back to the 'Projects' tab."

Step 4. Unarchived Delete Project

A grid will be displayed showing the data in rows. At the end of each row, there will be a three-dot menu containing a 'Delete' option. When the user clicks on 'Delete', a confirmation popup will appear. The user must enter a delete comment, and upon clicking 'OK', the project will be permanently deleted"

Frequently Asked Questions (FAQ)

1. What is the "Archive" tab used for?

 The Archive tab is used to view projects that have been archived from the Summary page. It provides a record of projects that are completed, inactive, or no longer in progress.
 

2. How are projects archived?

 Projects can be archived by selecting them in the Summary page and marking them for archiving. Once archived, the project will appear in the Archive tab.

3. Can I edit archived projects?

 Archived projects are typically considered completed or inactive. Editing may not be allowed unless specifically enabled. You can view archived project details but cannot make direct changes from the Archive tab.
 
 

4. What information is displayed for archived projects?

 The grid will display details such as the Name, Client, Billable status, Manager, Type, Assigned Users, Start Date, End Date, Estimated Cost, and Estimated Hours.

5. Can I unarchive a project?

Unarchiving a project may require specific permissions or actions depending on your system settings. Check with your admin guidelines if this is necessary.

This feature helps admins track completed or inactive projects, ensuring that all project information is properly archived and easily accessible for reference.