Archiving, restoring, and deleting projects
If your team isn't actively working on a project, you can archive it to retain its data or delete it from your account permanently. You can also restore an archived project to make it active again. All of these actions are available in the Projects section.
If your Harvest account is linked to Forecast, the archived or active status of a project will sync to the other platform. Deleting a project, however, won't sync. If you want to delete the project in both apps, please do that manually.
Archiving a project
How archiving affects data
- Archiving does not delete data. The project’s time and expenses will be retained, and you can still invoice for and report on archived projects.
- You cannot track time to an archived project.
- You cannot edit an archived project. To edit it, you must restore it.
- You can view an archived project’s analysis page at any time.
- You can duplicate an archived project.
How to archive a single project
- Go to Projects.
- Click the Actions dropdown for the project and select Archive.
How to bulk archive projects
- Go to Projects.
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Select the checkbox next to the projects you'd like to archive.
- You can click on the checkbox next to Clients to select all of your active projects.
- Click the Actions dropdown, select Archive selected projects, and confirm your choice.
Restoring a project
Restoring an archived project will make it active in your account so that time and expenses can be tracked to it.
How to restore a single project
- Go to Projects.
- You can find your archived project in one of two ways:
- Search for the project by name or client with the search bar in the top right.
- Use the dropdown filter in the top left of your project list to view only archived projects.
- Once you find your project, click the Restore button that appears to its right.
How to bulk restore projects
- Go to Projects.
- Use the dropdown filter in the top left of your project list to view only archived projects.
- Select the checkboxes next to the projects you'd like to restore.
- You can click on the checkbox next to Clients to select all of your archived projects.
- Click the Actions dropdown, select Restore selected projects, and confirm your choice.
Deleting a project
Deleting a project will also delete any time and expenses tracked to the project, as well as any linked retainers. Invoices whose line items are linked to the project will lose those links, but the invoices themselves won’t be deleted or affected in any way.
Deleting is permanent, and there’s no undo. However, if you’ve deleted a project by accident, please contact us at support@harvestapp.com immediately, as in some cases we may be able to help. If you just want to hide the project, we recommend archiving it instead.
How to delete a single project
- Go to Projects.
- Click the Actions dropdown for the project and select Delete.
- To confirm, type DELETE and click on Delete project to permanently delete the project and all time, expenses, and retainers linked to it.
How to bulk delete projects
- Go to Projects
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Select the checkbox next to the projects you'd like to delete.
- You can click on the checkbox next to Clients to select all of your active projects.
- Click the Actions dropdown and select Delete selected projects.
- To confirm, type DELETE and click on the Delete button to permanently delete the projects and all time, expenses, and retainers linked to them.
How archiving and deleting affects projects linked to Forecast
When a Harvest project is linked between Harvest and Forecast, the following actions will occur when archiving, restoring, or deleting a project in Harvest:
- Archiving a project in Harvest will archive its linked project in Forecast.
- Restoring a project in Harvest will restore its linked project in Forecast.
- Deleting a project in Harvest will not delete its linked project in Forecast. However, the project in Forecast will no longer be linked to a project in Harvest.