Every project in Filevine will have an Archived phase to store the project once the work is finished. This article discusses the basics of the Archived phase and how to find and report on archived projects.
The Basics
To prevent any accidental loss of important data, you cannot delete or remove projects from Filevine. Instead, you can move finished projects to the Archived phase. Once a project is archived, it will no longer appear in search results or on reports unless they are specifically included. Reminders for the project stop, and deadlines for the project are removed from the user calendar.
Every project type contains the Archived phase by default. The Archived phase is always the last phase of a project. You cannot delete this phase or move it around, but you can rename it. Learn how to rename a phase.
Archived projects can be moved to another phase at any time. Navigate to the archived project and change the phase in the upper right-hand corner.
Archived Projects and Text Numbers
If a text number is associated with the project, the number will be dropped from the project when the project is archived. The text number will be kept as an unassigned number and can be viewed in the Org Phone Numbers Advanced tool. After three months of inactivity, it will be automatically released.
Search for Archived Projects
To search for an archived project, select the Search for a project field in the top menu. Select Include Archived to include archived projects in your search results.
You can also find archived projects in the Project Hub. To do so, navigate to the Project Hub using the main menu dropdown. Enable the Show archived toggle. Archived projects will now appear in your list of projects.
Archived Project Reports
Follow these steps to run a report on archived projects:
- Navigate to the Report Builder. Go to the main menu and select Report Builder.
- Choose the List of Projects report type. Under Create New Report, select List of Projects.
- Set up your desired columns. Select the columns that you want to include in your report. When finished, click Choose Criteria.
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Choose criteria. Under the General criteria heading, select Include Archived Projects. On the right-hand side of the page, select Yes. This selection will generate a report that includes both active and archived projects.
Tip
To display only archived projects in your report, add criteria for the Org and Project Type.Add the Project Phase criteria. In the dropdown menu beside Project Phase is, select Archived.
- Run the report. Once you have selected the desired criteria, click Run Report.
For more information on building reports, see Build a Report.
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