Managing Projects

Creating, Copying, Archiving, & Deleting

Contents

Creating Projects

Copying Projects

Archiving Projects

Deleting Projects

First, navigate to the “Projects” tab in the main menu and then tap the “+” icon in the top right-hand corner of your screen.

Simply fill in the project details on the form that pops up and and save the new project!

Boom!  You’ll return to the Projects section and be looking at the new record you just created.

To copy a project, tap the three dot menu in the upper right-hand corner and click “Copy”.

Boom!  You’ll return to the Projects section and be looking at the new record you just created.  The copied project will carry all the same settings as the original, but it will be cleared of all time, expense, and payment entries.  The project name will be preceded by “(Copy)” and can easily be edited in project settings.

To archive a project, tap the three dot menu in the upper right-hand corner and click “Archive”.

When a project is archived you will be able to find it in the Archived Projects report and it will continue to be used in calculating historical statistics used in a variety of reports, but you won’t see it in your main list of projects.  If you do want to pull up the project in your project list, however, you can filter your project results to included archived projects.

To delete a project, tap the three dot menu in the upper right-hand corner and click “Delete”.

When a project is deleted it will be removed completely from your account.  It will no longer be included in any reporting or statistics.