Learning Track
This Help Article appears in the Control Center learning track. Get the most out of this learning track by starting at the beginning.
This Help Article appears in the Control Center learning track. Get the most out of this learning track by starting at the beginning.
Project Archiving makes Smartsheet Control Center a full project lifecycle management tool: it enables Program Leads to automate and manage archiving, the final stage of the project lifecycle.
Control Center is a premium offering available for purchase to Smartsheet customers using a Business plan or higher. For more information about how to purchase Control Center, please contact Smartsheet Sales.
Project Archiving is available to all customers using Smartsheet Control Center. You must be a Program Lead in Smartsheet Control Center to access Project Archiving: only Program Leads can create and run archiving workflows.
With an archive workflow, you can:
No. Only items created using Control Center can be archived.
Some common scenarios are:
Archiving a project is a permanent action. At this time you cannot restore an archived project.
No. A Program Lead must manually archive projects from within the Control Center app. Control Center will then automatically perform the actions that you define for the project archive workflow on all of the selected projects.
Users can see a list of archived projects in Control Center. Only users who have permission (configured as part of the archive) will able to access the project items in Smartsheet.
Projects only appear in the search results for people who have access to the project. One of the options in the archiving workflow is to move the project folder to an archive workspace. After the folder is moved, only users with permissions to access the archive workspace will see the projects in search results.
Yes. Project Archiving supports multi-stage archiving. When a project is completed it can be moved into a Pending Archive workspace where only certain people will have access to it. After any reviews and audits are complete, you can perform the full archive to remove all access and lock the project.