Archiving people and non-human resources

People and non-human resources can be archived when they are temporarily no longer needed and while archived they do not count towards the cost of your plan. (This is a useful option for contractors who come and go).

When you archive a resource they will no longer appear in the Schedule. Historical data relating to an archived resource will still appear in your reports.

Please note: If you archive a person with outstanding bookings, any future bookings where the person is the booker of will be transferred to you, while any future bookings where the person has been booked will be permanently deleted. 

Additionally, if the person has timesheets that have not been submitted or approved, be sure to process these before archiving to avoid losing any logged time.

To archive a person or non-human resource, click on their profile in the People & Resources section, followed by the three dots in the right corner of the modal, then click Archive.

To view or reactivate archived resources:

• Click the Archived tab in the People & Resources section.

• Next, click on the profile of the resource you wish to reactivate then either:

  • Click the Unarchive link in the banner that is displayed on the card

  • Click the 3 dots in the right corner of the window, followed by Unarchive

If a resource is archived it will be removed from future multi-resource bookings. For any historical multi-resource bookings, the resource will be split into individual copies of the events instead to ensure that historical reports remain accurate. The rest of the multi-resource booking will remain in place for any other resources who had been scheduled.

Adding people and non-human resources
Deleting people and non-human resources
Editing people and non-human resources