Archive/Delete Projects

Session objective

Using the Archive/Delete Projects (tppdm7820m000) session, you can 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.

General Data

To archive/delete general data related to the project, select the General Project Data check box.

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

Revenue Codes for Progress Invoicing Activities tppdm140
Revenue Codes of Progress Invoicing Elements tppdm142
Costing Breaks tppdm300
Costing Breaks - Production Material tppdm301
Costing Breaks - Production Resources tppdm302
Costing Breaks - Service Material tppdm303
Costing Breaks - Service Labor tppdm304
Costing Breaks - Service Other Cost tppdm305
Costing Breaks - Service Activities tppdm306
Costing Breaks - History tppdm310
Costing Breaks - Production Material (History) tppdm311
Costing Breaks - Production Resources (History) tppdm312
Costing Breaks - Service Material (History) tppdm313
Costing Breaks - Service Labor (History) tppdm314
Costing Breaks - Service Other Cost (History) tppdm315
Costing Breaks - Service Activities (History) tppdm316
Cost Control Levels by Project tppdm601
Contracts by Project Item tppdm606
Contracts by Project Price Group tppdm607
Project Labor tppdm615
Skills for Project Tasks tppdm617
Project Equipment tppdm625
Project Subcontracting tppdm635
Project Sundry Cost Codes tppdm640
Project Revenues tppdm643
Third Parties by Project tppdm646
Project Relations PCS tppdm650
Appointments by Project tppdm653
Project Documents tppdm669
Cost Object Mapping with Service tppdm670
Procedure Steps by Project tppdm682
Locations by Project tppdm742

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:

Process Message Log tpest005
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
Activities tppss200 (only archived)
Activity History tppss202
Activity Relationships tppss210
Activity Baseline tppss220
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
External reference table Activity Relationships tppss800
Extensions tpptc050
Elements tpptc100 (only archived)
Elements History tpptc106

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:

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
Budget Adjustments tpptc070
Budget Adjustment Detail Lines tpptc071
Element Relations tpptc101
Material Budget Lines tpptc120
Cost Details Element Budget (Material) tpptc123
Labor Budget Lines tpptc130
Equipment Budget Lines tpptc140
Subcontracting Budget Lines tpptc150
Sundry Costs Budget Lines tpptc160
Activity Budget Overview tpptc200
Material Budget Lines by Activity tpptc220
Cost Details Activity Budget (Material) tpptc223
Labor Budget Lines by Activity tpptc230
Skills for Activity Budget Lines (Labor) tpptc231
Equipment Budget Lines by Activity tpptc240
Subcontracting Budget Lines by Activity tpptc250
Sundry Costs Budget Lines by Activity tpptc260
Assignments tpptc270
Budget Cost Analysis Codes by Project tpptc300 (only archived)
Project Budget (interim) tpptc310
Project Budget (IMS) tpptc311
Purchase Budget tpptc400
Calculation Lines by Purchase Budget tpptc410
Purchase Budget Detail Lines tpptc420
Budget Version tpptc500
Budget Amounts of Activities by Version tpptc510
EV Method Related Data tpptc515
Time Phased Budget Analysis Codes 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 Costs 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:

Invoice Text by Document tppin105
Messages for Approve and Posting tpppc007
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
Cost Entry Defaults tpppc205
Commitments (Material) tpppc210
Material Costs tpppc211
Material Cost Forecast tpppc216
Cost Forecast by Activity/Cost type tpppc226
Labor Costs tpppc231
Subcontracting Hours tpppc232
Labor Cost Forecast tpppc236
Commitments (Equipment) tpppc250
Equipment Costs tpppc251
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
Commitments (Subcontracting) tpppc270
Subcontracting Costs tpppc271
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
Commitments (Sundry Cost) tpppc290
Sundry Costs tpppc291
Sundry Cost Forecast tpppc296
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
Overhead Cost Transactions tpppc600
Overhead Cost Forecast tpppc606
Detailed Overhead Calculation Results tpppc610
Calculated Overhead tpppc620