Video
Archive or Delete? The Right Way to Manage Plannerly Projects
About this video
Step-by-step guide: https://help.plannerly.com/en/article/97-archiving-and-deleting-projects
Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/
Finished projects pile up and live ones get harder to find. Here is how to archive a project in Plannerly so it leaves your dashboard without losing anything, bring it back if the job returns, and delete only on purpose by typing the project name.
In this video:
0:00 Why archive
0:10 Archive a project
0:24 Delete safely
Next: Team Access and Roles in Plannerly: What You'll Learn: https://youtu.be/dMbXaPEI8bE
The whole Certified Plannerly Administrator course in order: https://www.youtube.com/playlist?list=PLXI2hGj1X37s
Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information.
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