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Archive Resources


Introduction

An important part of resource planning is keeping track and organizing your resource pool. Someone isn't a part of your team anymore but you'd still like to have all the tasks that you once booked them with? You are not using a resource continuously but rather with intervals? You can archive a resource instead of deleting it. You can dearchive it anytime you need it or would like to see its tasks. 

Must-know about this feature

You can dearchive the resources you have once archived. Archiving resources will allow you to downgrade to a smaller package. 

Archive resources

  1. Open the Resource List
  2. You can do that by clicking on the resource icon on the sidebar.
  3. Select resources you want to archive
  4. You can select one or multiple resources. 
  5. Click on 'Archive'
  6. The resources you have selected are now archived.
archiving resources in resource planning software
Archiving will remove resources along with their data from the chart view. Archived resources are located in 'Archived' section. Archived resources can be de-archived at any time.

switching between archived and active resources in the resource planning software

Resources >

Archive Resources