Appendix B: Archiving Projects

Archiving allows Site Administrator to archive individual projects.

Configuring Primavera Unifier for Project Archiving

Set up the archive parameters (Archive Directory and Archive Temp Directory). Refer to "Repository Tab."

Archiving Projects

The archiving process captures project data and creates .csv files for all records, including business processes, tasks, documents, attachments, users, groups.

Note: In order to archive projects, you must have "Archive" permission as a Hosting Company user. (This permission is found under Projects (Standard) in Access Control or the Permissions tab of the Edit User/Group window; company must be Hosting Company.)

To archive projects:

  1. Sign in to Primavera Unifier as Site Administrator.
  2. In Administration Mode, navigate to System, Customer Support, Projects. The Project log opens.
  3. Select the project to archive. If a project has not yet been archived, the Archive Status column will display Not Started.
  4. Click the Archive Project button. The Archive Status column will change to Scheduled. A background process picks up the request and runs the archive process. Once it is done, the status will change to Ready. The location of the zip file that contains the data will be located in the directory you specified during configuration.

Last Published Tuesday, February 20, 2024