Project Archive and Historical Data

Overview

Project Archive functionality enables organizations to maintain clean active project lists while preserving historical data for compliance, reference, and learning purposes.

Key Features

Archive Process

• Mark project as archived/inactive
• Remove from active selection lists
• Preserve all historical data
• Maintain searchability
• Prevent new time entries

Data Retention

• Time entries preserved
• Budget information retained
• Reports remain accessible
• Invoices maintained
• Notes and attachments saved

Access Control

• View-only mode
• Search/reporting access
• Export capabilities
• Audit trail maintained

Compliance Requirements

DCAA: 3-6 year retention Legal: Varies by jurisdiction Tax: 7 years typical Audit: Based on contract terms

Use Cases

Completed Projects:

• Client work finished
• Contract ended
• Budget depleted
• Deliverables accepted

Reference Data:

• Future estimates
• Lessons learned
• Best practices
• Benchmarking

Compliance:

• Audit requests
• Legal discovery
• Tax documentation
• Dispute resolution

Benefits

Organization:

• Cleaner active lists
• Faster project selection
• Reduced clutter
• Better UX

Data Integrity:

• Preserved history
• Searchable records
• Audit compliance
• Risk mitigation

Analysis:

• Historical trends
• Performance metrics
• Estimation improvement
• Profitability analysis

Best Practices

• Archive promptly after completion
• Document archive reason
• Regular archive reviews
• Consistent naming
• Clear archive policy

Reporting

Include Archived:

• Multi-year trends
• Career retrospectives
• Client relationship history
• Department performance

Exclude Archived:

• Current capacity
• Active budgets
• Real-time dashboards

Pricing

N/A - This is a standard feature in time tracking systems.