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How to duplicate or archive a project

Save time by duplicating existing projects to reuse structures and settings. Archive completed projects to keep your active project list clean while maintaining access to historical data.

Written by Gail Esterhuyse

You can duplicate, archive or delete a project from the three-dot menu on its card in the Projects dashboard.

Choose the right action

If you want to

Use

Copy an existing project

Duplicate on the project card

Reuse a project's structure for a new job, with timelines, budgets and client details reset

Create Project → Past project

Remove a project from the active dashboard and keep its data

Archive

Permanently remove a project and its data

Delete


Duplicate a project

Duplicating copies its Project Management tasks, schedules, pinboards, products and images.

  1. Find the project on your Projects dashboard.

  2. Open the three-dot menu in the bottom right of its project card.

  3. Select Duplicate.

  4. Allow the project to copy, then refresh your browser.

The copy appears on your dashboard with (Copy) beside its name.

Most projects finish copying within a few minutes. Larger projects can take up to five minutes.

The copy is separate from the original. Editing it won't change the original project.


Reuse a structure for a new job

Choose Create Project → Past project to carry over phases, tasks, locations, product labels and team members. Timelines, budgets and client details reset, and you choose whether to include products and files.

For the full steps, see Create a project in Programa.


Archive a project

Archive a completed or inactive project to remove it from the active dashboard while keeping its information.

  1. Find the project on your Projects dashboard.

  2. Open its three-dot menu.

  3. Select Archive.


Restore an archived project

  1. Select Archived in the top left of the Projects dashboard.

  2. Find the project and open its three-dot menu.

  3. Select Unarchive.

The project returns to your active dashboard with its information intact.


Delete a project

Deletion is permanent. The project's tasks, schedules, pinboards, products, images and other data cannot be recovered. Archive the project if you may need it again.

  1. Find the project on your Projects dashboard.

  2. Open its three-dot menu.

  3. Select Delete.

  4. Enter the exact project name, including capitalization and spaces.

  5. Select Delete to confirm.

To change project details or team access, see Edit project settings and manage team access.


Need more help with managing your projects? Contact our support team via live chat for personalized assistance.

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