Managing a Project

In Ediphi, users have the ability to manage their projects efficiently and easily, all in one place. Users can find the options to edit or archive projects as needed. If you’d like to learn how to create a project, please see our article on Creating a Project.

In this article

• Editing a Project
• Archiving a Project
• Restoring an Archived Project (Admins)

Editing a Project

1. Start in the project you want to edit.
2. Click on the 3 dots (ellipsis) to open up the project's settings, then click Edit.

3. Fill in the appropriate details:
   1. Project Name
   2. Name of Client
   3. Industry
   4. Region
   5. Visibility
   6. Address (optional)
   7. City*, Zip, State*
4. Once you’re done editing, click Save. A confirmation message will appear notifying you that the project has been updated.

Archiving a Project

1. Start in the project you want to archive.
2. Click on the 3 dots (ellipses) to open up the project's settings, then click Archive.

3. A pop-up message will appear reminding you that this action will archive the project for your entire company. Once confirmed, click Archive.

Restoring an Archived Project (Admins)

In order to restore an Archived project, you must be a Global Admin in the account. If you’re not a Global Admin, we recommend reaching out to your admin team so they can retrieve the Archived project for you. Here's how to do it:

1. Click on the Admin dropdown located at the top right of your screen.
2. Click Archived. You will see a list of all the Archived projects within your account.

3. To restore an Archived Project, click on Restore to Active Projects for the specific project you'd like to restore to your My Projects list.

If you have any questions, feel free to contact our support team, and we’ll be happy to help.