Getting Started Guide

Edit, Delete and Archive projects

We've furnished options for you to edit, delete, sort, archive and unarchive projects as per your needs. The portal owner and administrators have the privilege to edit, delete and archive a project in a portal. The Managers can only edit and archive a project.

To Edit a Project :

  1. In the Home section, select Projects.
  2. In Projects list view, in ACTIVE PROJECTS, hover the mouse over the required project and click the Action Menu.
    Edit / Delete
  3. Click Edit Project option.
  4. Modify the project details as required.
  5. Click Update to save the changes.

This updates your project name, overview or the project owner.

Edit Project

To Archive a Project :

  1. Hover the mouse over a project name and click the Action Menu.
  2. Select Edit Project option.
  3. In Project Status select Archive.
  4. Click Update to save the changes.

This archives your project and moves it under Archived Projects. You can archive or unarchive projects based on your convenience.

To Delete a Project :


Archived Projects
  1. Hover the mouse over a project name and click the Action Menu.
  2. Select Delete Project option.
  3. A warning message about deleting the project is displayed.
  4. Click OK to delete the project.

This deletes your project forever along with the associated data. A project once deleted cannot be retrieved.

Delete a Project

To Sort Archived Projects:

  1. In the Admin section, select Archived Projects.
  2. In the Archived Projects list, click Sort Alphabetically to sort the projects.
    • The alphabetically sorted projects order is a temporary view, and you cannot save.
  3. If required, click Back to default view to toggle to the normal view.

Related Topics

Project Creation