Overview
Dash360 provides two levels of backup: system backups that run automatically on a schedule and cover all projects, and project backups that you trigger manually for a specific project. Both types are accessible from the Backups admin page.
Permissions
Administrator role required.
System Backups
System backups are automated and run on a schedule configured by your implementation team. Each backup captures all project data across the entire Dash360 instance and stores the backup files in an AWS S3 bucket.
Viewing System Backups
The System Backups tab lists all available automated backups with their timestamp and download link. Click Download to retrieve a backup file.
Running a Manual System Backup
Click Run Backup Now to trigger an immediate system backup outside the automated schedule. This is useful before a major data change such as a large import or a structural configuration change.
Project Backups
Project backups are per-project snapshots you create on demand. A project backup captures:
- All resource assignments and time-phased cost data
- Cost estimates and work package structure
- Schedule activities and relationships
- Notebooks, supporting documents, and comments
- Project settings (code file assignments, registry, calendars, cost classes)
Creating a Project Backup
- Go to the Project Backups tab.
- Select the project.
- Click Create Backup.
- The backup runs in the background. A notification confirms when it is complete.
You can also create a backup directly from the project row on the Projects page.
Downloading a Backup
All project backups are listed in the Project Backups grid with the project name, creation timestamp, and a download link. Click Download to save the backup Excel file.
Restoring from a Backup
- Click Restore on the backup you want to restore, or use the Restore action on the Projects page.
- Confirm the restore.
Restoring a backup replaces the project’s current data with the backup contents. This overwrites all cost estimates, schedules, notebooks, and settings in the project. Create a new backup of the current state before restoring if you may need it later.
Backup Retention
Project backups are retained according to your system’s configured retention policy. Older backups may be automatically deleted. Download and archive important backups externally if long-term retention is required.
When to Create a Manual Backup
- Before a large data import
- Before running Shift Data on a project
- Before making significant structural changes (changing code files, removing cost classes)
- Before a major project milestone or review
- Before restoring from an older backup (to preserve the current state)
