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Archiving and deleting projects

Archive a finished Plannerly project to free up a project slot without losing anything, unarchive it later, and delete it only when you mean it.

Contents

TL;DR - When a job ends, open the project's menu, choose Archive and confirm. It leaves your dashboard, and nothing is lost. Tick Archived to see it again and Unarchive it if the job returns. To delete, archive first, then choose Delete Project and type the project's name.

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Who can do this

Account owners and admins, and workspace administrators. People who are only members of a project don't see these options.

Why it matters

Finished projects pile up on your dashboard and the live ones get harder to find. Archiving moves a finished job out of the way and, on Free and Pro, makes room for a new one.


Archive a project

  1. On Projects, find the project and select the menu button on its card (Archive, delete, or transfer project).
  2. Choose Archive.
  3. Read the message, then select Archive to confirm.
Plannerly Archive confirmation for Marina Sports Hall, warning that team access is removed, with the Archive button
Step 3: read the message, then select Archive to confirm.

The project disappears from your dashboard. It is stored without access to its content: downloads, library reuse and processing stop until you unarchive it, but nothing is lost.

See and restore archived projects

  1. On Projects, tick Archived. Archived projects show with an Archived tag.
  2. Open the project's menu and choose Unarchive.
Plannerly Projects page with the Archived box ticked, showing Marina Sports Hall tagged Archived among the project cards
Step 1: tick Archived to see archived projects, each with its Archived tag.

There is no waiting period to restore. On Free and the Pro trial, the project needs a free slot, so you can unarchive only if you are under the five-project limit. On Company, restoring a project can show you a restore cost to confirm first.

Delete a project

  1. Archive the project first. Delete Project stays greyed out until you do, with the hint "A project must be archived before it is deleted".
  2. With Archived ticked, open the project's menu and choose Delete Project.
  3. Type the project's name to confirm, then delete it.
Tip: archive rather than delete unless you are sure. Deleting removes the project and its contents for good, and archiving keeps them safe for free (on Free and Pro).
Why this matters: keeping finished project information, rather than binning it, lets you answer questions about what was agreed long after handover.

If it doesn't work

I can't see Archive in the menu

Only account owners, admins and workspace administrators can archive projects. Ask one of them. In a workspace that holds templates only, a live template can't be archived until you use Remove Template's Live Status on it.

Delete Project is greyed out

Archive the project first, then tick Archived to find it again and delete from there.

Unarchive says I've reached my limit

Free and the Pro trial include five projects. Archive another finished project to make room, or add more projects with Pro.

I can't open an archived project

An archived project is sealed until you unarchive it. Unarchive it, then open it.

Common questions

Does archiving a project free up my project limit?

On Free and Pro, yes: archived projects don't count toward the projects your plan includes. On Company plans, projects count as agreed in your plan, and a project that was active in the current billing period still counts for that period.

Is anything lost when I archive a project?

No. Everything is kept. You just can't open, download or reuse it until you unarchive.

Can I get a deleted project back?

Treat deletion as permanent. If you might need the project again, archive it instead.

Can I delete a workspace with archived projects in it?

No. Workspaces can't be deleted while projects are still inside, so delete or move the projects first.


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