You can create a snapshot of your project with the Backup/Archive function. Backup information can be stored off-line and viewed without logging in to Projectmates.

To create an archive:

1.   Click the  Archive icon in the navigation frame.

2.   Click the Schedule New Archive link.

A list of modules available to archive is presented.

3.   Select the modules to archive.

4.   Click the Create Archive button.

Your backup request will be displayed with the status of Pending.

A backup file will be created the next time the archive process runs. As soon as the backup file is created, an email notification will be sent to you.

Note: The automated archive module is limited to processing data less than 5 GB in size. If your archive is larger, call Systemates at 214.217.4100 and ask about Managed Archives.

To download an archive:

1.   Once a backup file is created, the status of the archive will be changed to Complete.

2.   Click to  Download the archive file.

3.   Unzip the file on your computer.

4.   Mark the check box for the archive and click the
 Delete icon to remove it from the site.