Project archiving is the systematic process of removing completed projects from active management views whilst preserving all historical data for future reference, reporting and audit purposes. Archiving keeps your active project lists focused on current work, improves system performance and maintains clear organisational boundaries between ongoing and finished projects.
Before archiving a project in Exacc, you should complete a formal closeout process that includes verifying all tasks are finished, ensuring invoices are paid, generating final documentation and conducting a post-project review to capture lessons learned. This structured approach prevents premature archiving of projects with outstanding deliverables, unbilled work or unresolved issues that could complicate future business operations.
Archived projects remain fully accessible within Exacc but are segregated from active project views to reduce clutter and focus attention on current priorities. You can search, retrieve and report on archived projects at any time, making archiving a reversible organisational tool rather than a permanent deletion. This flexibility supports scenarios where historical project data is needed for client queries, compliance audits or estimating similar future work.
Ready to archive your completed projects? Follow the steps below to verify completion, generate final documentation, close out financials and archive projects whilst maintaining access to historical data.
Complete the project lifecycle by archiving finished projects whilst preserving all data for future access and reference.
Your completed project has been properly archived with all data preserved and accessible for future reference whilst keeping your active project list focused.