Backing Up Projects

Backups create restore points that protect your data before imports, IWP uploads, bulk operations, or any major change. This guide covers how to create, restore, and delete them. For the full field reference, see the Backup tab in the Project Window reference.

Creating a Backup

1. Open your project and click the Project Options button (circle with three dots) next to the project name in the orange header bar.

2. Click the BACKUP tab.

   (BACKUP tab)

3. Enter a descriptive name in the Backup Name field (e.g., Pre-Import-2026-03-17) and click Back Up.

   (Backup name entered)

4. Wait for the backup to complete — a ribbon notification tracks progress.

   (Backup in the restore list)

Naming

Include the purpose and date in backup names — Pre-Import-2026-03-17, Before-IWP-Upload-July, EOD-2026-03-17. This makes it easy to find the right backup later.

Restoring a Backup

Restore Replaces Current Data

Restoring overwrites all current project data with the backup’s contents. Create a new backup named something like Current-Before-Restore first, so you can undo the restore if needed.

1. Open the Project Window and go to the BACKUP tab.

2. In the RESTORE section, click the backup you want to restore.

3. Click Restore.

   (Restore section)

4. Type the backup name to confirm, then click Proceed.

   (Restore confirmation dialog)

5. Wait for the restoration to complete, then verify the project data is correct.

Deleting Backups

Permanent

Deleted backups cannot be recovered.

1. Open the Project Window and go to the BACKUP tab.

2. Click the backup you want to remove.

3. Click Delete.

   (Delete a backup)

4. Type the backup name to confirm, then click Delete.

   (Delete confirmation dialog)

When to Create Backups

The following situations should always be preceded by a backup:

Before	Why
Data import	Imports can overwrite existing data or create duplicates
IWP upload	Auto-update settings can change multiple equipment fields
Bulk delete	Deletions are difficult to reverse without a backup
Major edits	Any change affecting many items at once

Automatic backups

A backup is automatically created before each data import unless Skip Backup is ticked. Automatic daily backups may also be enabled for your account — these appear with the type “Automatic Daily Backup” in the restore list.

All backup operations are logged in the project’s Events tab.

Troubleshooting

Issue	Solution
Backup takes too long	Large projects with many documents take longer — don’t navigate away
Backup fails	Check your internet connection, wait a few minutes, and try again
Can’t find a backup	Verify you’re in the correct project; check the Events tab for deletion records
Data missing after restore	Verify you restored the correct backup — missing data may have been added after the backup was created

Related Topics

• Project Window — Project management including the Backup tab
• Events — Event log where backup operations are recorded
• Importing Data — Safe import practices with pre-import backups