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We currently have in the realm of 200 projects on our project list. Is it a good practice to backup/archive projects that are no longer active or have been completed? Should this be done? If so, what are the best practices for doing this? Will it then be possible to restore the project should it come back to life?
Clay Munson
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Issue — 4 months ago
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Clay,
You have a few options.
From the Backup button in the Projects dialog, you can simply make the project Read-Only. This will back it up, remove it from the project list, and prevent any changes to it. Yet it will still remain in the database, so that you can import items from it, reopen its files, and so on. Should you need to bring it back to read/write status, simply click the Restore button to do so.
Old projects that don't need to be available to import items or ever open old files, can be deleted if desired.
Alternately you can use the Organization tab of the Projects dialog, so that your organization of projects makes it so that it just doesn't get in your way. For instance by organizing projects by client, type, year, etc, so that all previous projects are there, just not in your way.
--J
You have a few options.
From the Backup button in the Projects dialog, you can simply make the project Read-Only. This will back it up, remove it from the project list, and prevent any changes to it. Yet it will still remain in the database, so that you can import items from it, reopen its files, and so on. Should you need to bring it back to read/write status, simply click the Restore button to do so.
Old projects that don't need to be available to import items or ever open old files, can be deleted if desired.
Alternately you can use the Organization tab of the Projects dialog, so that your organization of projects makes it so that it just doesn't get in your way. For instance by organizing projects by client, type, year, etc, so that all previous projects are there, just not in your way.
--J
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OK Thanks. We've only recently started using the organization tab. I think the Read Only is probably the best route to take as it will place everything under a category that can be minimize.
Thanks.
On another note: I have issues where when I click the "-" sign on the organization tab it thinks I am trying to move the project. Is this just user error?
Thanks.
On another note: I have issues where when I click the "-" sign on the organization tab it thinks I am trying to move the project. Is this just user error?
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The drag-and-drop functionality can be a be sensitive, and certain mice can exacerbate it.
The trick is to be careful to not move the mouse even a single pixel between clicking the button and releasing it.
--J
The trick is to be careful to not move the mouse even a single pixel between clicking the button and releasing it.
--J
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