Project basics How-To

How to manage or archive a project

Review existing projects, reopen saved work, rename a project when needed, and archive projects you no longer want to keep active in workspace lists.

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Guide details

Audience

Product users and account owners

Time

4 minutes

What this guide covers

Review existing projects, reopen saved work, rename a project when needed, and archive projects you no longer want to keep active in workspace lists.

Find saved projects inside My Work or a product workspace

Open an existing project

Review project details

Rename a project when needed

Archive a project from the danger zone

Project lifecycle

Understand project lifecycle and archiving

A project lifecycle shows the current state of a saved project inside a workspace. Active projects can be reopened, reviewed, renamed, and continued. When a project is archived, its status changes to archived and it no longer appears in active workspace lists.

Active project

An active project appears in workspace lists and can be reopened, reviewed, renamed, and continued.

Lifecycle state

Lifecycle state tells users whether a project is active, selected, available, anonymous draft, or archived.

Archived project

An archived project is removed from active workspace lists. Its scenarios and runs no longer appear in active lists.

Important

Use Archive project when the project no longer needs to stay active. This workflow does not present archive as permanent deletion.

Step by step

Follow the task path

Each step gives you the action, the reason it matters, and the visual state to look for before continuing.

Step 1

Find and open the saved project

Open projectProduct users

Use the Project step to find the saved project you want to manage, then open it from the project list. Once selected, the project details, lifecycle state, scenarios, and management actions become available.

Project selector showing saved projects. — Find the project in the Project scope list, open it, and confirm that its saved scope is loaded before making changes.

Step 2

Review project details and lifecycle

Project detailsLifecycle

Review the selected project before making changes. Check the project details, lifecycle state, saved scenario count, and readiness information to confirm the project is active and ready to manage.

Project details and lifecycle cards. — Review the project details, lifecycle state, and readiness panel to confirm the saved project is active before editing, renaming, or archiving it.

Step 3

Rename the project if needed

Project nameSaved work

Update the project name to something meaningful and easy to identify. Click Rename project, enter the new name, and save your changes.

Project details area with rename controls. — Use a clear and consistent name that reflects the project purpose or team.

Step 4

Archive the project from the danger zone

Archive projectConfirmation required

Click Archive project in the Danger zone. When the confirmation message appears, review it carefully, then confirm to archive the project.

Archive project confirmation dialog. — Review the confirmation carefully before completing the archive action.

Tips

Archiving removes the project from active lists; it is not the same as editing a scenario.

Rename before archiving if the project needs a clearer record trail.

Review saved runs and project history before archiving shared work.

Related how-to guides

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How to create a project

Learn how to start a new project, choose the right workspace, name the project clearly, and continue into the setup steps for your scenario, inputs, runs, and results.

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