Archive a closed Financial Plan
The Global Administrator can archive a closed Financial Plan.
The Financial Plan will still be listed on the home page and will be retained in the database, but the contents of the plan will no longer be accessible (on screens and in reports).
This is done by going in the navigation panel to the homepage and selecting the relevant Financial Plan and clicking on the three dots (
) in the Actions column and choosing Archive Plan (see the following screenshot). The Financial Plan then gets the status Archived.
) in the Actions column and choosing Archive Plan (see the following screenshot). The Financial Plan then gets the status Archived.
 | If necessary, the Global Administrator can restore an archived plan. The plan then receives the status Closed, which means that the contents of the plan can be viewed again. The plan can then no longer be reopened, which means that changes to the Financial Plan are no longer possible. |