It makes sense: the more you use Eos Navigator, the more project and estimate data it contains. While all this intellectual property is invaluable, it can also be a distraction. Do you really want to drag around ten or twenty years of every version of every estimate? Using Navigator, companies are effectively organizing their projects by year, status, or relevance to help manage their growing collections of projects and estimates.
What’s your archiving strategy? Do you move legacy projects to a separate database? Do you use an Inactive attribute to filter your projects? Do you have a work process that lets you focus only on your current projects?
Most often we hear that users want to know their legacy projects—whether awarded, lost, or stalled—are preserved and accessible, but not clogging up the active workspace.
We have a solution: Eos Navigator’s new archive projects feature, click the image below to watch the video.
With project archiving, you can:
- Archive inactive projects and estimates
- View archived project and estimate details
- Open a snapshot (view only) version of the archived project estimates in Sage Estimating
- Restore archived projects when you need them
- Limit user access to archived projects
Bring order to the madness by managing your preconstruction estimates using Eos Navigator’s archive feature.
Please visit our Eos Navigator webpage for more information or contact us to learn more about the new features planned for Eos Navigator 2.3, which is currently scheduled for release in the first quarter of 2020.
Look for our next blog post where we’ll discuss Eos Navigator’s ability to restrict project access rights to select users and groups.