search shadow

Menu

Articles in this section

Archiving, restoring, and deleting projects Follow

Avatar
Mallory McClure
  • Updated

A project owner or a license administrator can archive, restore, and delete Revizto projects.

Whenever possible, we recommend archiving a project instead of deleting it, as this will open a license slot but still keep all project data intact. However, if you want to delete all project data from the Revizto cloud storage, you can delete the project.

Archiving projects

Projects can be archived by the project owner or license administrator. Archiving a project is useful when a project is completed or you want to open a license slot for another project.

Once a project has been archived, the project does not occupy a license slot and only the project owner or license administrator can access it. The project will be view-only, so the project owner cannot edit it or add issues unless the project is restored. Archived projects can be accessed under the "Archived" filter in both Revizto Workspace and the Revizto application. 

A project owner or a license administrator can restore an archived project at any time from Revizto Workspace. When a project is restored, the project team instantly regains access to it. For more information, see Restoring projects.

Projects can be archived from Revizto Workspace or the Revizto desktop application. 

Archiving projects from My Projects

Both license administrators and project owners can archive a project from the project's page in Revizto Workspace (under My Projects). 

To archive a project:

  1. Sign in to ws.revizto.com.
  2. If you are a member of several licenses, ensure that the correct license is selected.
  3. Go to Tools, then select My Projects.

  4. Open the project and click Archive at the top of the page

    archive-project.png

  5. In the Confirm archivation dialog, click Archive.

The project will be moved under the Archived tab in My Projects and be labeled as archived in the project's page.

Archiving projects from the Project Directory (license administrators)

License administrators can archive projects from the Project Directory in Revizto Workspace.

To archive projects from the Project Directory:

  1. Sign in to ws.revizto.com.
  2. If you are a member of several licenses, ensure that the correct license is selected.
  3. Go to License Management Tools, then select Project Directory.

  4. Select the checkboxes next to the projects that you want to archive, then click Archive at the top of the page.

  5. In the Confirm archivation dialog, review the list of selected projects. Click next to a project to remove it from the selection.
  6. Click Archive.

The project will be grayed out in the Project Directory and moved under the Archived tab in My Projects.

Archiving projects from the Revizto application

Projects can also be archived from the Revizto desktop application. A project can only be archived from the application if the project owner and license administrator are the same, however, a project's owner or license administrator can always archive a project from Revizto Workspace.

To archive a project from the desktop application:

  1. Open Revizto. 
  2. Find the project you want to archive in the project gallery, hover over the project, then click Project info & actions . 
  3. From the Project info & actions window, click Archive project.

The project will be moved under the Archived filter in the project gallery. You can open the project in view-only mode in the application. The project can be restored from Revizto Workspace.

Restoring projects

Archived projects can be restored by the project owner or license administrator in Revizto Workspace. Before a project can be restored, there must be a free project slot in the Revizto license.

Once a project is restored, it is immediately added to the list of active projects in Revizto Workspace and the Revizto application, and the project team will regain full access to the project. Anyone previously subscribed to the project will also begin receiving project notifications again.

Depending on your role in the license, projects can be restored from My Projects or the Project Directory.

Restoring projects from My Projects

Both license administrators and project owners can restore can restore an archived project from the project's page in Revizto Workspace (under My Projects).

To restore an archived project:

  1. Sign in to ws.revizto.com.
  2. If you are a member of several licenses, ensure that the correct license is selected.
  3. Go to Tools, then select My Projects.

  4. Go to the Archived tab.
  5. In the Actions column, click Restore.

  6. In the Confirm restoration dialog, click Restore.

The project will be moved to the Active tab and become fully accessible to the project team. 

An archived project can also be restored by clicking Restore in the red banner across the top of the project's page. 

Restoring projects from the Project Directory (license administrators)

License administrators can restore projects from the Project Directory in Revizto Workspace.

To restore projects from the Project Directory:

  1. Sign in to ws.revizto.com.
  2. If you are a member of several licenses, ensure that the correct license is selected.
  3. Go to License Management Tools, then select Project Directory.

  4. Select the checkboxes next to the projects that you want to restore, then click Restore.

    Archived projects will be grayed out in the Project Directory.

  5. In the Confirm archivation dialog review the list of selected projects. You can click next to a project to remove it from the selection.
  6. Click Restore.

The project will become fully accessible to the project team.

Deleting projects

Projects (both active and archived) can be deleted by the project owner or license administrator. Deletion is permanent.

It is recommended that you only delete projects when you want to delete all project data from the Revizto cloud. In all other cases, we recommend archiving the project. For more information, see Archiving projects.

Deleting archived projects

Both license administrators and project owners can delete an archived project from the Archived tab of My Projects.

To delete an archived project:

  1. Sign in to ws.revizto.com.
  2. If you are a member of several licenses, ensure that the correct license is selected.
  3. Go to Tools, then select My Projects.

  4. Go to the Archived tab.
  5. In the Actions column, click Delete .

  6. In the Delete projects dialog, click Delete permanently.

Deleting projects from My Projects

Both license administrators and project owners can delete a project (active and archived) from the project's page in Revizto Workspace (under My Projects). 

To delete a project from the project page:

  1. Sign in to ws.revizto.com.
  2. If you are a member of several licenses, ensure that the correct license is selected.
  3. Go to Tools, then select My Projects.

  4. Open the project. If the project is archived, you will need to go to the Archived tab first.
  5. Click Delete.

    delete-project.png

  6. In the Confirm deletion dialog, click Delete.

Deleting projects from the Project Directory (license administrators)

License administrators can delete both active and archived projects from the Project Directory in Revizto Workspace.

To delete projects from the Project Directory:

  1. Sign in to ws.revizto.com.
  2. If you are a member of several licenses, ensure that the correct license is selected.
  3. Go to License Management Tools, then select Project Directory.

  4. Select the checkboxes next to the projects that you want to delete, then click Delete.

  5. In the Delete projects dialog, click Delete permanently.

Troubleshooting

Q: I don't see an Archive, Restore, or Delete option in my project.

A: You do not have the rights to archive, restore, or delete a project. These operations require project owner or license administrator rights.

Related articles