Cancel or delete a project

Cancel a project when the work won’t happen but you want to keep the record. Delete it only if it should never have existed, such as a duplicate.

Who can do this: Cancel: Admin, Manager. Delete: Admin

Cancel a project

1. Open the project and select Change status.

2. Choose Cancelled and add a Note saying why.

3. Select Update status.

The project keeps all its records and moves to the Parked column on the board. It no longer appears in Needs attention or Open projects on the Finance Overview page. To bring it back, change the status again.

Delete a project

Deleting permanently removes the project and its SOWs, bids, proposals, NTP and SLA documents, correspondence, attachments and activity. You can’t undo this.

1. Check the project for invoices and purchase orders, as described below.

2. Open the project and select the three-dot menu next to Edit.

3. Select Delete project.

4. Select Delete to confirm.

A project with invoices can’t be deleted, and void invoices count. Delete each invoice, or move it to another project by opening it from the Invoices page. See Void or delete an invoice.

Caution

Don’t delete a project that has a purchase order. The delete fails, and the project’s attachments can be lost anyway. Projects don’t list their purchase orders, so search for the project number on the Purchase Orders page first, with the All tab selected. If a purchase order comes up, cancel the project instead.

Related

• Change a project’s status
• Revise, cancel or delete a purchase order
• Roles and permissions