Hi, Alan.  I usually have people export the estimates they want to archive and then delete them from the active list of estimates.  If you have a folder structure or file naming convention that utilizes dates (at least by year) this becomes much easier.  Exporting estimates allows you go back and import only the estimates you need if you have to go back to get the old data. 

You don't want to use the Backup Tool in the Management Console for this process though.  A backup is a snapshot of your databases at the time of the back up.  Restoring the backup will replace all of your current data with the backed up data. There is no way to restore only specific estimates from a back up.

Hi, Alan.  I usually have people export the estimates they want to archive and then delete them from the active list of estimates.  If you have a folder structure or file naming convention that utilizes dates (at least by year) this becomes much easier.  Exporting estimates allows you go back and import only the estimates you need if you have to go back to get the old data. 

You don't want to use the Backup Tool in the Management Console for this process though.  A backup is a snapshot of your databases at the time of the back up.  Restoring the backup will replace all of your current data with the backed up data. There is no way to restore only specific estimates from a back up.

I like this because I can free up space in the active list of estimates

ThanYou Tim

Alan