Archive Projects (tppdm7820m000)

Session objective

Use this session to delete, archive, or archive and delete project data.

Note: If projects must both be archived and deleted, the Delete Projects (tppdm7810m000) session is started after completion of the archiving process.

Before you can archive a project, its status must be set to Closed, and the financial result of the project must be determined:

  1. In the Project Status (tppdm6107s000) session, change the status of the project to Finished.
  2. Change the financial result status to Determine Result.
  3. In the Process Transactions (tpppc4802m000) session, select the Final Result check box and optionally select:

    • Primary Interim Results
    • Balance
  4. Click Process. Consequently, the project status is set to Closed and the financial result status is Result Determined.

Projects with the Closed or Archived status can be deleted.

Estimating data

To archive/delete data related to the estimating phase of the project, select the Estimating check box.

This table shows the data that is archived and/or deleted:

User Defined Statuses by Estimate Version tpest087
Estimate Versions tpest100
Estimate Structures tpest110
Structural Elements tpest120
Estimate Lines tpest200
Skills for Estimate Lines (Labor) tpest201
Totals by Primary Structure tpest210
Bid Header tpest300
Bid Lines tpest310

Planning data

You can archive and delete project planning transaction data, including activities, baseline, and external schedule links.

To archive/delete planning data, select the Planning check box.

This table shows the data that is archived and/or deleted:

Project Plans tppss010 (only archived)
Baseline tppss020 (only archived)
Activity History tppss202
Activity Relationships tppss210 (only archived)
Activities tppss200 (only archived)
Activity Baseline tppss220
External Schedule Links tppss230
External Scheduling Projects tppss231
External Scheduling Calendars tppss232
External Scheduling Tasks tppss233
External Scheduling Resources tppss234
External Scheduling Task Relations tppss235
External Scheduling OBS tppss236
External Scheduling Project Selection tppss240
Element History tpptc106
Material Budget lines [Activities] tpptc220 (only archived)
Labor Budget lines [Activities] tpptc230 (only archived)
Equipment Budget lines [Activities] tpptc240 (only archived)
Subcontracting Budget lines [Activities] tpptc250 (only archived)
Sundry Budget Lines [Activities] tpptc260 (only archived)
Assignments tpptc270
Project Extensions tpptc050 (only archived)
Elements tpptc100 (only archived)
Locations by Project tppdm742 (only archived)

Budgeting data

You can archive and delete budget transaction data, including element, activity, extension, element and activity budget, top-down budget data, and budget surcharges. The breakup of the budget cost analysis details are not archived. To view the budget cost analysis breakup, after archiving, perform the generate budget cost analysis in the archive company.

To archive/delete budgeting data, select the Budget check box.

This table shows the data that is archived and/or deleted:

Project Plans tppss010
Activities tppss200
Activity History tppss202
Activity Relationships tppss210
Cost Surcharges by Project tpptc030
Cost Surcharges by Cost Type tpptc031
Cost Surcharges by Cost Component tpptc032
Cost Surcharges by Item tpptc040
Cost Surcharges by Labor tpptc041
Cost Surcharges by Equipment tpptc042
Cost Surcharges by Subcontracting tpptc043
Cost Surcharges by Sundry Cost Code tpptc044
Extensions tpptc050
Budget Adjustments tpptc070
Budget Adjustment Detail Lines tpptc071
Elements tpptc100 (only archived)
Element Relations tpptc101 (only archived)
Elements History tpptc106
Material Budget Lines tpptc120
Labor Budget Lines tpptc130
Equipment Budget Lines tpptc140
Subcontracting Budget Lines tpptc150
Sundry Costs Budget Lines tpptc160
Material Budget Lines by Activity tpptc220
Labor Budget Lines by Activity tpptc230
Equipment Budget Lines by Activity tpptc240
Subcontracting Budget Lines by Activity tpptc250
Sundry Costs Budget Lines by Activity tpptc260
Budget Cost Analysis Codes by Project tpptc300
Budgeted Elements by Cost Type tpptc305 (only deleted)
Budgeted Elements by Cost Component tpptc306 (only deleted)
Budgeted Cost Surcharges by Element tpptc307 (only deleted)
Budgeted Cost Surcharges by Activity tpptc308 (only deleted)
Actual Budget by Activity/Cost Type tpptc315 (only deleted)
Actual Budget by Activity/Cost Component tpptc316 (only deleted)
Actual Budget by Extension / Cost Type tpptc325 (only deleted)
Actual Budget by Extension / Cost Component tpptc326 (only deleted)
Actual Budget by Extension / Item tpptc330 (only deleted)
Actual Budget by Extension / Labor tpptc331 (only deleted)
Actual Budget by Extension / Equipment tpptc332 (only deleted)
Actual Budget by Extension / Subcontracting tpptc333 (only deleted)
Actual Budget by Extension / Sundry Cost tpptc334 (only deleted)
Actual Budget by Extension / Material Control Code tpptc335 (only deleted)
Actual Budget by Extension / Labor Control Code tpptc336 (only deleted)
Actual Budget by Extension / Equipment Control Code tpptc337 (only deleted)
Actual Budget by Extension / Subcontracting Control Code tpptc338 (only deleted)
Actual Budget by Extension / Sundry Cost Control Code tpptc339 (only deleted)
Actual Budget by Cost Type tpptc340 (only deleted)
Actual Budget by Cost Component tpptc341 (only deleted)
Actual Budget by Item tpptc345 (only deleted)
Actual Budget by Labor tpptc346 (only deleted)
Actual Budget by Equipment tpptc347 (only deleted)
Actual Budget by Subcontracting Code tpptc348 (only deleted)
Actual Budget by Sundry Cost Code tpptc349 (only deleted)
Actual Budget by Material Control Code tpptc350 (only deleted)
Actual Budget by Labor Control Code tpptc351 (only deleted)
Actual Budget by Equipment Control Code tpptc352 (only deleted)
Actual Budget by Subcontracting Control Code tpptc353 (only deleted)
Actual Budget by Sundry Cost Control Code tpptc354 (only deleted)
Purchase Budget tpptc400
Purchase Budget Parts tpptc410
Purchase Budget Lines tpptc420
Budget Version tpptc500
Budget Amounts of Activities by Version tpptc510
EV Method Related Data tpptc515
Budget Analysis Code by Project tpptc520
Time Phased Budget tpptc521

Budget history

You can archive and delete budget history transaction data, including history of budget lines, history of budget surcharges, and element relationship history.

To archive/delete budget history data, select the Budget History check box.

This table shows the data that is archived and/or deleted:

History of Cost Surcharges by Project tpptc035
History of Cost Surcharges by Cost Type tpptc036
History of Cost Surcharges by Cost Component tpptc037
History of Cost Surcharges by Material tpptc045
History of Cost Surcharges by Labor tpptc046
History of Cost Surcharges by Equipment tpptc047
History of Cost Surcharges by Subcontracting tpptc048
History of Cost Surcharges by Sundry tpptc049
Element Relationship History tpptc105
History of Material Budget Lines tpptc125
History of Labor Budget Lines tpptc135
History of Equipment Budget Lines tpptc145
History of Subcontracting Budget Lines tpptc155
History of Sundry Budget Lines tpptc165
History of Material Budget Lines by Activity tpptc225
History of Labor Budget Lines by Activity tpptc235
History of Equipment Budget Lines by Activity tpptc245
History of Subcontracting Budget Lines by Activity tpptc255
History of Sundry Cost Budget Lines by Activity tpptc265

Cost registration

You can archive and delete cost transaction data, including cost and commitment history, progress, forecast, invoicing, and interim result data. The breakup of the actual cost control and performance measurement details are not archived. To have the project monitoring and performance measurement details, after archiving, perform the build actual cost control and generate performance measurement in the archive company.

To archive/delete cost registration data, select the Cost Registration check box.

This table shows the data that is archived and/or deleted:

Overhead Cost Transactions tpppc600
Detailed Overhead Calculation Results tpppc610
Calculated Overhead tpppc620
Transferred Unit Rate Invoice Lines tppin050
Invoice Text by Document tppin105
Physical Progress by Element / Material tpppc110
Physical Progress by Element / Labor tpppc111
Physical Progress by Element / Equipment tpppc112
Physical Progress by Element / Subcontracting tpppc113
Physical Progress by Element / Sundry Cost tpppc115
Physical Progress by Element/Cost Type tpppc116
Physical Progress by Activity / Material tpppc120
Physical Progress by Activity / Labor tpppc121
Physical Progress by Activity / Equipment tpppc122
Physical Progress by Activity / Subcontracting tpppc123
Physical Progress by Activity / Sundry Cost tpppc124
Physical Progress by Activity / Cost Type tpppc126
Physical Progress by Extension / Material tpppc130
Physical Progress by Extension / Labor tpppc131
Physical Progress by Extension / Equipment tpppc132
Physical Progress by Extension / Subcontracting tpppc133
Physical Progress by Extension / Sundry Cost tpppc134
Physical Progress by Extension/Cost Type tpppc136
Element Physical Progress tpppc150
Activity Physical Progress tpppc160
Cost Transactions tpppc200
Material Cost History tpppc215
Material Cost Forecast tpppc216
Cost Forecast by Activity/Cost type tpppc226
Labor Cost History tpppc235
Labor Cost Forecast tpppc236
Equipment Cost History tpppc255
Equipment Cost Forecast tpppc256
Cost Surcharges by Material tpppc260
Cost Surcharges Labor tpppc261
Cost Surcharges by Equipment tpppc262
Cost Surcharges by Subcontracting tpppc263
Cost Surcharges by Sundry Cost tpppc264
Revenue Surcharges by Revenue Code tpppc265
Subcontracting Cost History tpppc275
Subcontracting Cost Forecast tpppc276
Cost Surcharges by Project tpppc280
Cost Surcharges by Cost Type tpppc281
Cost Surcharges by Cost Component tpppc282
Revenue Surcharges by Project tpppc285
Revenue Surcharges by Cost Component tpppc286
Sundry Cost History tpppc295
Sundry Cost Forecast tpppc296
Revenue History tpppc305
Forecast Extra Revenues tpppc306
Price-Fluctuation Settlements by Project tpppc320
Structural Materials to be Settled by Project tpppc330
Items to be Settled by Element tpppc332
Material Quantities to be Settled tpppc340
Labor Quantities to be Settled tpppc341
Equipment Quantities to be Settled tpppc342
Subcontracting Quantities to be Settled tpppc343
Sundry-Cost Quantities to be Settled tpppc344
Financial Interim Results tpppc350
Cost Control by Project tpppc400 (only deleted)
Cost Control by Project/Cost Type tpppc401 (only deleted)
Cost Control by Project/Cost Component tpppc402 (only deleted)
Cost Control by Project / Material Control Code tpppc410 (only deleted)
Cost Control by Project / Labor Control Code tpppc411 (only deleted)
Cost Control by Project / Equipment Control Code tpppc412 (only deleted)
Cost Control by Project / Subcontracting Control Code tpppc413 (only deleted)
Cost Control by Project / Sundry Cost Control Code tpppc414 (only deleted)
Cost Control by Project / Element tpppc420 (only deleted)
Cost Control by Project/Element/Cost Type tpppc421 (only deleted)
Cost Control by Project / Element / Cost Component tpppc422 (only deleted)
Cost Control by Project / Element / Material Control Code tpppc430 (only deleted)
Cost Control by Project / Element / Labor Control Code tpppc431 (only deleted)
Cost Control by Project / Element / Equipment Control Code tpppc432 (only deleted)
Cost Control by Project / Element / Subcontracting Control Code tpppc433 (only deleted)
Cost Control by Project / Element / Sundry Cost Control Code tpppc434 (only deleted)
Cost Control by Project / Activity tpppc440 (only deleted)
Cost Control by Project/Activity/Cost Type tpppc441 (only deleted)
Cost Control by Project / Activity / Cost Component tpppc442 (only deleted)
Cost Control by Project / Activity / Material Control Code tpppc450 (only deleted)
Cost Control by Project / Activity / Labor Control Code tpppc451 (only deleted)
Cost Control by Project / Activity / Equipment Control Code tpppc452 (only deleted)
Cost Control by Project / Activity / Subcontracting Control tpppc453 (only deleted)
Cost Control by Project / Activity / Sundry Cost Control Code tpppc454 (only deleted)
Cost Control by Project / Extension tpppc470 (only deleted)
Cost Control by Project/Extension/Cost Type tpppc471 (only deleted)
Cost Control by Project / Extension / Cost Component tpppc472 (only deleted)
Cost Control by Project / Extension / Material Control Code tpppc475 (only deleted)
Cost Control by Project / Extension / Labor Control Code tpppc476 (only deleted)
Cost Control by Project / Extension / Equipment Control Code tpppc477 (only deleted)
Cost Control by Project / Extension / Subcontracting Control tpppc478 (only deleted)
Cost Control by Project / Extension / Sundry Cost Control Co tpppc479 (only deleted)
Performance-Measurement Generate Codes tpppc500
Performance Measurement Activity tpppc540 (only deleted)
Performance Measurement Activity/Cost Type tpppc541 (only deleted)
Performance Measurement OBS tpppc560 (only deleted)
Performance Measurement OBS / Cost Type tpppc561 (only deleted)