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How do I move a project to the Warranty or Archive phase?

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Warranty

Once you are ready for a project to go into the warranty phase, go to the Project Setup page.

Choose the new phase of Warranty, and be sure to save changes at the bottom before leaving the page!

If there is a different team member who will be primarily responsible during the warranty period, consider changing the "Updates cleared by" option so that the right team members are reviewing all of the update notices. 

Archive

When a project is completely done and the clients no longer need access, you can change it to "Archived" status. 

To do this, go to the Project Setup page and move the status to "Archive." This will turn off your clients' access, stop any notifications to subs, and suppress any other alerts to you on that project.

Once you archive a project, you can still access all of the project’s data and files in CoConstruct. When you mark a project as archived, it may be a good time to use the “Download Project Data” link on the main menu to download the data and burn it to a CD for your office files.

Once a project is archived, you can return it to active or warranty status if further updates are needed for some reason.

If you still have warranty period remaining on a project, consider moving it to "warranty" status, rather than archiving it. You and your clients will still have access to the the warranty list, but won't receive alerts about selection, change order, or schedule items.

 

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