Top Tips
- Only the Verto Support Team can delete a project.
- You can't undo the deletion of a record within a project so if in doubt, always archive it.
- Archived projects and records can be easily viewed by clicking on the relevant ‘Show Archived’ option.
How to archive a project
You can archive an entire project by selecting the ‘Archive’ option within the top-level ‘Actions’ Menu.
Once archived, the project will be hidden from view in the relevant stage table and on any dashboards. Note: archived projects are still visible in the hierarchy list but will be highlighted in pink.
To view an archived project, navigate to the stage it was in when it was archived and click on the downward arrow next to the top ‘Add’ button > Table > Show Archived. Any archived projects will now be displayed on screen, highlighted in pink. Repeat the same steps to ‘re-hide’ an archived project.
How to unarchive a project
Whilst viewing the archived project, select the ‘Unarchive’ option within the top-level ‘Actions’ Menu. Click ‘OK’.
Advice
- Archived projects are Read Only. If a change is required, the project must first be un-archived.
- Archived projects are still visible in the hierarchy list but will be highlighted in pink.
How to archive a record
Rather than deleting a record within a project, for example deleting a completed risk or issue, you can instead archive the record. The process of archiving removes the data from view but it can still be accessed and if needed, unarchived. You can archive a single record or multiple records at the same time.
To archive a single record, locate the item in the project table and click on the downward arrow next to Add and select Archive.
To archive multiple records at the same time, select the records you wish to archive by ticking the boxes on the left of the project table (items will be highlighted in blue), and then click on the downward arrow next to Add and select Archive.
How to view archived records
To view any archived data in a project table, click on the downward arrow next to Add and Select Show Archived. Any archived items will be highlighted in pink.
How to unarchive records
You can unarchive a single record or multiple records at the same time.
To unarchive a single record, locate the item in the project table and click on the downward arrow > Unarchive.
To unarchive multiple records at the same time, select the records you wish to unarchive by ticking the boxes on the left of the project table, and then click on the downward arrow next to Add and select Selected Items > Unarchive.