Archive/ Unarchive one Person
Archive one Person
When you no longer need to plan for a person, you can archive them.
Archiving them will keep all their data, but they will no longer display on the planner by default.
Once a resource is archived, their seat becomes available to use by others. The total number of resource seats in your subscription is managed by your admin (with Edit Account Settings and all Data is set as On) in the billing section.
You are also no longer charged for any archived person.
Click Details next to a person on the People list
Click the cog button
Select Archive
Please note that to archive a person, you’ll need to ensure they don’t have any future assignments. This includes removing all future assignments from tentative projects and project templates.
Unarchive a Person
You can unarchive a person when needed for a current or future project. They will appear on the planner again once unarchived.
An unarchived resource will automatically be assigned a seat if available. If no seat is available, a new one will be added at an additional cost, like if you were adding a new resource.
You will also be charged for the unarchived person who is now active.
On the top menu bar, hover your cursor on Manage
Click People
On the right-hand side, find Filter and choose Archived
Find the archived person that you would like to make active
Click the 3-dot button and choose Unarchive
Archive multiple people in bulk
If you would like to archive multiple people at once, please take the following steps:
Identify the people to be archived and add a Person Tag "To archive" to the people
Remove all future assignments for the people
Go to Manage > People > click Bulk Edit > choose Fix your data
From the filter, select Archivable (all projects without future assignments will be listed here)
In the search box, enter the keyword "to archive" to filter for the people to be archived
Click on Archive all
