Deleting Projects and Clients
Please note: You need to have Manager or higher permissions to delete projects or clients. Please contact an administrator in your account if you need increased permissions.
To permanently delete a project or client, click on it in the Projects &Clients section, then click the options menu followed by Delete. Unlike archiving, deleting a project or client can’t be undone.
Guru tip
To keep your reports accurate, historical data for deleted projects/clients will be retained and will still appear in Reports and the Schedule. However, future bookings for the deleted project/client will be permanently deleted.
Historical bookings for deleted projects/clients can’t be edited in the Schedule but you can completely delete them.
Learn more
Creating Projects and Clients
Editing Projects and Clients
Archiving Projects and Clients