How to reinstate archived projects using bulk edit

Edited

Question: How do I reinstate an archived project in Fluid?

Answer: You can use the bulk edit feature to reinstate an archived project by following these steps:

How to reinstate the project:

  1. Access the Financial Admin Page:

    • Download the Archived Projects file. This file contains all projects that have been archived in your instance.

  2. Download the Project Details File:

    • This file contains information about active and inactive projects.

  3. Modify the Project Status:

    • Open the Archived Projects file.

    • Locate the row corresponding to the project you want to reinstate.

    • Copy this row and paste it as a new row in the Project Details file.

    • Update the Status column from Archived to Active for the required project in the Project Details file.

  4. Save and Upload the Updated File:

    • Save the Project Details file with the changes.

    • Upload the modified file using the Upload option in the Project Details section on the Financial Admin page.

  5. Verify the Project Status:

    • Once uploaded, the project will be reinstated as Active.

    • You can search for it using the Global Search option to access it again.

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