Deleting a Project
Typically, you want to delete a project if you mistakenly create it, or use the wrong template.
You cannot delete a project if you have performed any of the following for that project:
- Allocated funding (for contract projects)
- Created billing events (for contract projects)
If you cannot delete the project from the system due to the constraints above, you can disable the project by preventing future charges to it.
To delete a project:
- Navigate to the Projects window, find the project you want to delete, and choose Edit, Delete Row from the menu or the toolbar.
To disable a project you cannot delete:
2. Change the project status or the start and completion dates to prevent new charges to the project. See: Project Statuses.
3. Close the project to prevent new charges, and to prevent revenue accrual and invoicing for the project.
Attention: You must process any revenue and invoices for the project before you can close the project.
