Completing, Deleting, and Archiving Work Packages

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  • Completing, Deleting, and Archiving Work Packages

Once all work in a Work Package is complete, you can change its status to Completed. In this status, no further data can be added to the Work Package, including work progress and purchasing information.

Older Work Packages can be moved to the Archive, where they will no longer be included in financial summaries. A Work Package can only be deleted after it has been archived.

“Completed” Status

  • When all work in the Work Package is complete and all settlements are finalized, you can mark the Work Package as “Completed” by changing the status next to its name;
  • You will no longer be able to record work progress in the Work Package, but you can still create Progress Valuations and reports and view all information;
  • The Work Package will remain included in all financial reports and accessible to the Client;
  • You can return the Work Package to “In Progress” at any time and resume recording work progress and purchases.

Удаление и архивирование

  • Projects and Work Packages are deleted in two steps: first, they are moved to the Archive, and only then can they be permanently deleted. This helps prevent important data from being deleted accidentally;
  • Click “Archive work package” on the Estimate Editor tab to move the Work Package to the Archive. For archived Work Packages, a “Delete work package” button will appear in the same place. Projects work the same way. Both Work Packages and Projects can be restored from the Archive;
  • Archived Work Packages are not included in Analytics, but remain accessible to project participants.

Result: сonvenient management of Work Package data.

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