Project lifecycle
A project moves through several states over its life. This guide covers the actions that change a project's state and who can perform each one.
The states
- Setup — being configured; only organization admins can access it.
- Active — live and in use by the whole team.
- Completed — work finished; kept for reference.
- Archived — put away and hidden from the normal list.
A project is in exactly one of these states at a time.
Activate
Takes a project from setup mode to live.
Required role: Organization Admin.
- Open the project and go to Settings (or the overview).
- Select Activate.
Result: the project becomes active. Activation requires at least one zone and one company — see Set up a project.
Deactivate (back to setup)
Sends a live project back to setup mode, for example to reconfigure it away from the team.
Required role: Organization Admin.
- In the project's Settings, choose to deactivate it.
Result: the project returns to setup mode. Members lose access until it's activated again. A project that's completed or archived can't be deactivated.
Archive and unarchive
Archiving puts a project away and hides it from the normal project list.
- Archive — Required role: Manager, Collaborator, or Organization Admin.
- Unarchive — Required role: Organization Admin.
- To archive: open the project and choose Archive.
- To bring it back: an organization admin opens the archived projects view and chooses Unarchive.
Result: archived projects are hidden until unarchived. No data is lost.
Complete and reopen
Marking a project complete signals that work is finished.
Required role: Organization Admin.
- To complete: open the project and choose Complete.
- To reopen: choose Uncomplete.
Result: the project is marked completed and stays available for reference. Reopening returns it to active.
Add drawing credits
If your organization is billed per project, each project has a drawing quota — a number of drawing credits. When you're running low, you can add more.
Required role: Organization Admin (only for per-project billing, with self-management enabled and an active subscription).
- Open the project and find its drawing quota.
- Choose to add credits, enter an amount, and optionally a reason.
Result: the credits are added and the project's remaining quota goes up.
The drawing quota only applies to organizations on per-project billing. On other plans, there's no per-project drawing limit to manage here.