To close a project, launch the Plnar Portal and use the search bar to locate your client's project on the Project Explorer view.

Click the gear icon to open the Project Options menu:

Located in the upper-right, you'll find the Close Project button. Click to close the project and remove it from your list view (upon refresh). Closing a project is like archiving an email, it removes it from view without deleting all its data. This helps keep your project list clutter-free!

To view/hide closed projects, click the Eye icon in the top-right corner of the main view.

Re-opening a project follows the same procedure. Be sure to Show Hidden Projects using the icon above to find a previously closed project.

If you accidentally initiate a project on the wrong claim, you can close the project and disable the project link to avoid project submission. When the slider is dulled in gray, the link will be inactive. Click the toggle shown below to deactivate the project link:

Check out the answers to our most frequently asked questions in our learning center located here or use the chat icon found on this page to connect with our Support Team.