Sorting Project List

Two questions. Can I archive a project? Some jobs get bid several times, over several years, before they gets built. Even if we don't do the project I keep the takeoffs, in case there's a phase II. In planswift I could zip it then come back to it if if came back up.

Also, is there a way to make folders in the company project list so I can have it set up like my computer? Current Projects, Bids, then sorted by Contractor, Current or Completed, etc.? It's a pain scrolling around to find what I'm looking for, and I've only been using this for a couple months. I can't imagine what it will look like in a few years.

Thanks. My guess is these are possible and I'm just not seeing it.

Lorin Allred zzTakeoff1h 58m

Hey Bryan! We currently don't have an archive project, but we do have the ability to lock a project.

You should also be able to create folders in the open project menu and then drag/drop the projects into those folders. In addition to this, if you add custom properties to your projects, you can use the "Group By" option to dynamically group your projects.

Bryan Brown 1h 25m

Thanks, that will help. Archiving, or even zipping to my own cloud, would be a good feature to have in the future

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