How do I remove a Project from being displayed after being Completed but still keep all the details for historical reference?

Managing projects in Contractor Foreman often involves keeping track of completed projects while ensuring that the workspace remains clutter-free. You may want to remove completed projects from active lists but still retain their details for future reference.

From the main navigation menu in Contractor Foreman, click on the Projects module.

Once you are inside the projects module, you will see a list of all the projects currently in your account. By default, this list only showsopen projects.

If you’re looking for completed projects, or all open and completed projects, just above the list of projects, you will see a filtering option on the right-hand side. The filter options include:

Open: Displays only ongoing projects.
Completed: Displays projects marked as completed.
All: Displays all projects, regardless of their status.

To locate the project you wish to hide, select Completed to view projects that are finished. Once you locate the completed project from the list, you can archive it so that it is removed from the active project list but still retrievable for historical reference. On the right-hand corner side of each project name, you will see three dots which will give you a list of options.

One of the options will be to archive the project, please look at the screenshot above.

You can also archive a project by opening it directly. Open the project you want to remove from the list by clicking on its name. In the top-right corner of the project window, click on the three dots icon to open the options menu. From the drop-down options, select the archive icon (Ø) to remove the project from your active view.

Retrieving Archived Projects

Although the project is archived, you can still access it at any time. To see archived projects, simply use the filter in the projects module (top left in the projects module next to the search bar) and switch the Record Status to archived.

If you want to remove completed projects from appearing in certain modules, such as Time Cards or other areas, you can adjust settings to hide them without archiving them (click here to see in detail: How can a Project be removed from the list view after being Completed?.