How to Archive/Close a Project

Use these steps to Archive/Close a Project by changing the Operational Stage located in the Project's Settings tab.

Jay Krause avatar
Written by Jay Krause
Updated over a week ago

In order to Close a project, you must change the Operational Stage located in the Settings tab of the desired Project. Steps to complete this process can be found below:

Step 1: Select the desired Project to Close from the Project home page:

Step 2: Navigate to the Settings tab and click Accounting Settings:

Step 3: Change Operational Stage to Archived/Closed. Make sure to click Save Changes at the bottom of the page.

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